Rick is the author of the best-sellers, Don’t Just Retire – Live It, Love It!, Strategies for Retiring Right!, Why Me? And No Gold Watch!, Life After Work: Live it, Love it!, and Coaching Clients for Retirement - A Primer.
He also is a contributing writer to publications and websites. Two of his recent articles, which appeared in Municipal Magazine, are: ‘Life after work – Success or bust!’ and ‘Helping employees prepare for retirement – a win/win approach’.
DON’T JUST RETIRE – LIVE IT, LOVE IT!
Don’t Just Retire – Live It, Love It! helps readers build a personal retirement plan to enhance their life after work. In its 26 chapters, the book discusses essential topics such as; the importance of a positive attitude, realistic money management techniques, the best time of year to retire, how to build a balanced leisure, health, and wellbeing strategy, how to manage your time more effectively, steps for enriching relationships, how to have fun and how to live retirement to its fullest!
Strategies for Retiring Right!
Worried you won’t have enough money in retirement? Concerned about losing your work identity? Envisioning where you will live after you leave work? Wondering how your relationships will change with your family, friends, and partner?
Whether you are considering retirement planning or are already retired, Strategies for Retiring Right! will help you build a personal retirement plan to enhance your life after work. With its profound insights, lessons from true stories, and self-reflective exercises, it provides a pathway for you to make a successful transition from work to retirement.
Strategies for Retiring Right! (The Abridged Workbook)
Strategies for Retiring Right! (The Abridged Workbook) is a compilation of ten (10) self-completing exercises designed to assist the workbook user to create a strategy tailored to meet his/her retirement needs and vision. Exercises include: Visualizing Your Retirement; How Much is Enough; Developing a Balanced Leisure Lifestyle; Health & Wellbeing Strategy; Rewarding Your Social Circle; Spousal/Partner Relationships; Future Suitability of Your House; Using Legacy to Guide Actions; Engaging Mentors; Your Bucket List.
Also included, a List of Recommended Reading.
Why Me? And No Gold Watch!
Why Me? And No Gold Watch! concerns job loss and the prospect of retiring earlier than expected. Introducing, Sally McBride, a 57-year-old, middle manager, who is terminated due to her company’s downsizing actions. Sally’s dilemma is whether to search for a new position or retire. In her journey to find answers, Sally learns from others including her friend, Thelma, recently retired librarian; Rique, successfully retired executive; Shivani and Gomad, retired couple with limited savings and a handicapped child; Daniel, financial advisor; Mark, lawyer; Michelle, real estate agent; and Sally’s doctor, Dr. Lee-Jong.
Life After Work: Live it, Love it!: A personal guide for enhancing your retirement
Life After Work: Live it, Love it! helps readers build a personal plan to enhance their retirement. By offering profound insights, true to life stories and self-completing exercises, this book provides a pathway for making a successful transition from work to life after work.
In its 14 chapters, Life After Work: Live it, Love it! discusses essential topics such as; creating a realistic vision of retirement, the importance of a positive attitude, how to build a balanced leisure, health and wellbeing strategy, steps for enhancing relationships, using legacy as a guide, engaging mentors, and of course, how to live retirement to its fullest!
Life After Work: Live it, Love it! is the first step towards strategizing how to achieve the retirement of your dreams.
Coaching Clients for Retirement: A Primer
As a wealth manager or financial advisor, you know many clients don't have a realistic and well-rounded vision of retirement. They may have a financial plan but have not given thought to the non-monetary side of life after work.
How can you help them beyond simply money-managing? How can you coach them to build a
realistic, healthy, fulfilling vision.
Coaching Clients for Retirement: A Primer answers these questions. By offering insights, suggested questions, true success stories, and client-focused exercises, the primer provides,
you, the manager/advisor, a pathway for guiding clients to a successful transition to retirement.
Learn:
- How to transform from manager/advisor to coach.
- The four (4) key steps in retirement visioning.
- Six (6) exercises to help clients better identify their wants and needs.
- Importance of follow-up.
- Benefits of this important ‘value-added’ to your business.
