About Us  ·  Contact  ·  Store  ·  Cart  ·  Site Map  ·  Downloads  ·  Links
Master Your Retirement Book
10 Chapters.  170 Pages.  Published in 2009.

Do You Have Enough Money To Retire?

Is This The Right Time To Retire?

Will Your Income Be Secure?

Is The Risk Profile of Your Investment Portfolio Consistent With The Risk Profile Of Your Retirement Plan?

Are You Paying Too Much Tax?

-    -    -    -    -    -    -    -    -

“This book is a must read for people at age 50, then again at 60, 65 and likely every 5 years thereafter. It covers so many detailed aspects of retirement and is very well written. I only wish I would have had it available 20 years earlier. After reading it I made a list of “follow up” items that still had been left undone. "

-    -    -    -    -    -    -    -    -

Most people just retire.  Yet, true happiness, satisfaction, healthy relationships and financial freedom come from truly "Mastering Your Retirement".

It is very simple when you understand:

  • The five important phases of retirement,
  • The 10 critical Do's and Don'ts
  • The Difference Between Income Needs and Lifestyle Wants.
  • The Difference Between Guaranteed and Variable Sources of Income.
  • How The Timing Of Your Retirement Is The Greatest Factor Between Retirement Success and Retirement Failure.
  • How To Get The Most In Government Benefits All Year Long.
  • How To Prepare for the Inevitable Roadblocks That All Retirees Will Encounter.
  • Maximize Your Legacy.
  • How To Achieve Peace of Mind and Live The Life You Want To Live.

...and so much more.

This is a book for people who want to do more than "just" retire.  This is a book for people who want to truly "Master Retirement" by pro-actively planning their life and financial affairs in a simple step by process for a compelling and stress-free future.

This book is based on real life examples of what the most successful retirees do with their time, their health, their relationships and their finances.

Whether you are looking to set up the right plans at the start of your career, planning to transition out of the workforce into retirement, wishing to better manage your money in the early years of retirement or looking for advice in your later years, this is the book for you.

-    -    -    -    -    -    -    -    -

"The book contains a lot of excellent advice.  I particularly enjoyed the sections on envisioning your  ideal retirement and the emphasis on tax-efficient solutions.  I wish that I had found this book on retirement planning ten years ago!"

-    -    -    -    -    -    -    -    -

Table Of Contents

Introduction       Understanding The New Triggers & Phases Of Retirement.

Chapter 1          Ready?  Set?  Or Are We...

Chapter 2          A Lifetime of Abundance, Choice, Low Risk and Guaranteed Income:  A Dream Come True.

Chapter 3          Ten Critical Do's and Don'ts of Retirement.

Chapter 4          Living the Life You'd Love To Brag About.

Chapter 5          Your Home Is Your Castle, And Don't Forget It!

Chapter 6          Believe It or Not, the Taxman Is Your Very Best Friend!

Chapter 7          Taming The Risk and Return of Your Investment Portfolio.

Chapter 8          When Illness Strikes.

Chapter 9          Being On Your Own.

Chapter 10        Choose Your Beneficiaries Wisely.  Don't Leave It To The Taxman.

Conclusions       10 Steps To A Lifetime of Happiness, Satisfaction, Healthy Relationships and Financial Freedom.

-    -    -    -    -    -    -    -    -

Chapter Layout

Each chapter contains:

  • A Real Life Sample Scenario
  • A Summary Of The Issues.
  • Recommended Solutions.
  • Things You Need to Know.
  • Questions You Need To Ask.
  • Things You Need To Do.
  • Decisions You Need To Make.

-    -    -    -    -    -    -    -    -

About The Author

Doug is a seasoned financial advisor and partner of Nelson Financial Consultants of Winnipeg, Canada.  Doug specializes in providing comprehensive tax-efficient retirement income planning solutions and custom portfolio management services to his clients.  Doug has authored and co-authored several retirement, tax and investment education programs for the Knowledge Bureau.  His articles have been published nationally, he has been a guest on the Business News Network and is a regular speaker at many financial conferences.  Nelson Financial has been providing retirement planning and portfolio management services for over 40 years.

-    -    -    -    -    -    -    -    -

Are You Looking for Simple & Practical Steps For An Abundant Yet Low Risk Retirement?

Is It Important To You To Plan Ahead To Maximize Your Odds of Success?

Do You Want To Learn From The Successes of Others?

Make A Great Decision.  Master Your Retirement Today!


Our Purpose:  To Help You Gain Maximum Mileage From Your Financial Resources!

Copyright © Nelson Advisory Services Corp.
dougn@nelsonfinancial.ca