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Retirement Planning That Delivers

5 Powerful Strategies for Better Bucket-List Results, a Longer Healthspan, and More Memorable Experiences
Pete Bosse PhD CFP

2025 Gold Medal
196 Pages
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Non-Fiction - Retirement

2025     Gold Medal
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Reviewed by Courtnee Turner Hoyle for Readers' Favorite

Retirement Planning That Delivers by Pete Bosse PhD CFP offers a unique look at ways to better your perspective on retirement and your future. Not only will you learn how to persevere through life's challenges to achieve the things that matter most, but you will also learn strategies for increasing your lifespan. Through five strategies that promise to expand your health, help you find your purpose, create significant experiences, build more resilience, and enable financial security, Bosse gives readers a more focused understanding of what they want and how to achieve it. The exercises provide a reasonable framework and the quick tips supply relatable advice that has helped the author and others increase their health and happiness.

With Pete Bosse leading the narration, the information is delivered easily and honestly. Many of the suggestions are steps you've heard you should take throughout your life; however, the author makes them into a plan with actionable steps, leading to more motivation and empowerment. I can't even begin to describe how many golden nuggets of wisdom I plucked from these pages, so this book will be a treasure to anyone who reads it. I truly enjoyed the section about finding purpose and was surprised by the direction in which it led me. Due to the author's exercises, my "bucket list" is also more refined and affordable. Readers who hope to maximize their retirement by focusing on their needs, health, and dreams will love Retirement Planning That Delivers by Pete Bosse.

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It's What Makes Me . . . Me

A Retired Attorney's Relationship with Life and Times
Mark Shaiken

2025 Silver Medal
Kindle Edition
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Non-Fiction - Retirement

2025     Silver Medal
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Reviewed by Jamie Michele for Readers' Favorite

Mark Shaiken's autobiography It's What Makes Me . . . Me spans various facets of his life and career, discussing personal and professional experiences and issues, from maneuvering through individuality and societal expectations to juggling a dual career as an indie author and attorney. Shaiken candidly reflects on childhood struggles in Queens and New Haven, confronting things like bullying and social integration. He speaks on passions such as photography and music, sharing with us how these pursuits shaped his personal and professional identity. He also shares his own imaginings, like joining Bruce Springsteen's E Street Band, although he acknowledges Springsteen does not need him. Despite this, Shaiken continues to find happiness in writing songs and playing guitar. Throughout his work, the author leans toward the power of resilience, drawing on experiences from his legal practice and creative endeavors to underscore themes of growth and acceptance.

Mark Shaiken does an excellent job of showing readers his authentic voice in It's What Makes Me . . . Me, which, given the title of this memoir, is fitting. What's interesting is that part of Shaiken's growth comes in the form of his understanding that just because he must be true to himself, it does not mean at the expense of those around him. The memoir portrays his actual personal growth and a reflective journey over time, showing an evolution in thinking and behavior. For example, Shaiken discusses his writing and, in one instance, particularly in terms of filtering his thoughts and considering the impact of his words on others. As a reader over a certain age, I most appreciated Shaiken's unflinching honesty about the challenges and realities of aging, contrasting sharply with societal platitudes about the "golden years." His candid reflections resonate deeply with readers like myself who also struggle with similar issues, and I found nuggets of camaraderie in the raw truth expressed. Overall, a personal, relatable, and well-written memoir. Recommended.

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Mexico Bound

Your Guide To Moving, Working, and Retiring South Of The Border
Emmett Horan

2025 Finalist
Kindle Edition
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Non-Fiction - Retirement

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Reviewed by Mansoor Ahmed for Readers' Favorite

Mexico Bound is a detailed and practical guide for anyone considering a move to Mexico, whether for retirement, remote work, or a fresh start. Emmett Horan draws from his own travel experiences and interviews with expats to explain why so many Americans and Canadians are choosing to live in Mexico. The book covers everything from cost of living and healthcare to visa requirements, banking, housing, and integration into local communities. Readers meet real people who’ve made the move—like Sarah, a remote worker from Seattle who found a better quality of life in Mérida, and Tom and Linda, retirees from Canada, who built a vibrant life in San Miguel de Allende. Horan also gives step-by-step instructions on navigating Mexico’s immigration system, managing finances, and understanding cultural customs. Whether you’re planning to work remotely by the beach or settle into a quiet colonial town, this book helps you think through every part of the journey.

The writing is friendly, organized, and full of useful tips. Emmett Horan keeps the tone straightforward, which makes even complex topics like visa rules or financial planning easy to understand. The pace is steady, with each chapter focused on a clear topic and filled with examples from real people. The personal stories throughout the book make it feel lively and relatable, giving the reader a sense of what life in Mexico is really like. After reading it, I found myself seriously wanting to go to Mexico too—it made the idea feel exciting and within reach. The themes of personal freedom, simplicity, and finding balance are strong throughout. Mexico Bound is an honest and encouraging guide that feels like getting advice from someone who’s been there.

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The Little Black Book of Retirement Wisdom

Amusing Quotes for Retirees
Mike Kowis

2024 Bronze Medal
132 Pages
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Non-Fiction - Retirement

2024     Bronze Medal
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Reviewed by Pikasho Deka for Readers' Favorite

Retirement comes with its own set of challenges. It also opens the doors to new opportunities. In The Little Black Book of Retirement Wisdom, Mike Kowis offers readers famous sayings, quotes, wisecracks, spiritual adages, and more to help you discover the tools to navigate retirement and find happiness and fulfillment in freedom. Kowis presents some insightful words of wisdom borrowed from a diverse range of people, including notable historical personalities, authors, politicians, comedians, athletes, celebrities, and entrepreneurs, all sharing their knowledge and wisdom gained through years of experience in their respective fields. Aside from the many facets of knowledge, you'll acquire about retirement, this book will gently guide you toward finding purpose and help you build a nest egg, know when to retire, and indulge in your passions and interests.

Discover the joys of freedom and make retirement the best time of your life with The Little Black Book of Retirement Wisdom. After reading this book, one of the things that stays with you is that you'll gain an overall idea of when to retire and whether or not it is the correct decision for you. I think this book is a must-read not only for retirees but also for people who would like to prepare for their retirement years in advance. I found the quotes used by Mike Kowis educational, motivational, and quite entertaining. This is one of those books you want to read to relax and find inspiration to pursue your interests. Some of these quotes will remain etched in your memory long after you've finished reading. And others you'll want to revisit over and over again. Highly recommended.

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Keenagers

Telling a New Story about Aging
Corinne Auman

2024 Honorable Mention
195 Pages
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Non-Fiction - Retirement

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Reviewed by Vernita Naylor for Readers' Favorite

Aging can be challenging for most. It comes with not only gray hair but also bodily changes, health concerns, and other types of challenges. In Keenagers: Telling a New Story about Aging by Corinne Auman, you are asked to consider the gifts that aging offers. Keenagers' and teenagers' lives are parallel yet lived at different phases. Both possess a passion for life and living but are still trying to understand and work out the kinks for the next level. Regardless of how you see aging, it can represent a new and exciting opportunity, especially with the proper support. Move away from how you usually look at aging and consider how offering more structure, information, and services on medical, caregiving, finances, retirement, and family planning can present a healthier longevity. In the book, various individuals tell their stories about living their best life well beyond their 60s, from starting a new career and building a business to creating a livelihood around a hobby they’ve always had a passion for.

I agree with Corinne Auman referring to the purpose of creating Keenagers: Telling a New Story about Aging. Being over 60 does not represent being washed up and older people can still serve a purpose. The aging community is not a liability but an asset. People are living longer, healthier, and vibrant lives. They have wisdom and are setting trends. The younger generations are trying to catch on to their style by coloring their hair gray, white, or silver which shows that gray hair is not only stylish but is the latest trend. Let’s shift away from the stereotypes of judging, illegal firing, forcing out of jobs, or the continued biases that the aging community is experiencing and instead become their ambassadors and advocate for a better quality of life. You will never look at the aging community the same way once you read this book. Instead, you will discover and experience a different and inspiring outlook of those who are living a highly elevated life.

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While I Can

Finding Purpose and Legacy in a Distant Land
Jo Dibblee

2024 Finalist
184 Pages
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Non-Fiction - Retirement

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Reviewed by Jessica Barbosa for Readers' Favorite

Time does not stop for anyone, and a retired firefighter and his entrepreneur wife were well-aware of this. They traded the comforts of their home in Canada for a tiny home on wheels, ready for an adventure of a lifetime. The road was full of bumps and not everything was smooth sailing but they were determined to spend the time they have the way they wanted to. Living the life you dream of after retiring does not mean you forget the problems you have or avoid the ones coming your way, but that did not stop Jo and Michael Dibblee. Join them in the book While I Can: Finding Purpose and Legacy in a Distant Land by Jo Dibblee as they go on a drive to Baja California Sur, Mexico daring to live their life to the fullest.

While I Can by Jo Dibblee was an inspirational tale of Jo and Michael’s adventures as they try to make the most of their time in life. Jo had felt the stirrings in her soul to go out and enjoy life more for quite some time and a visit to the doctor had turned that feeling into an urgent pull. Michael and Jo’s journey was engrossing, and their enthusiasm was infectious! As I joined them in their adventure, I learned many things, like how to treat a Portuguese Man-Of-War Sting and where the Best Kiteboarding Places in the Baja California Peninsula are. Pictures also accompanied the story and made it easier to visualize the fantastic places Jo and Michael went to, adding a touch of joy and anticipation to the tale. This book brought into perspective a person’s limited time.

In today’s world, people are so caught up in work and other stress factors that they often postpone their lives or forget to live them the way they want to. I admire Jo and Michael’s positive outlook in life. Despite the uncertainties and scares life has handed them, they never forget to appreciate the time they have been given. They have accomplished a lot and I was proud of them for it but I also felt a sense of longing to do the same. While I Can has opened my eyes and taught me that life is mine to live. I found this book to be a meaningful read that simply and succinctly delivers its message to all readers to treasure our time, be humble, and treasure the relationships we have built along the way. This was such a heartwarming, bright tale that was unafraid to share the ups and downs of life and along the way it taught me many valuable lessons I will never forget.

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Wealth Your Way

A Simple Path to Financial Freedom
Cosmo P DeStefano

2023 Gold Medal
236 Pages
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Non-Fiction - Retirement

2023     Gold Medal
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Reviewed by Michael Froilan for Readers' Favorite

Wealth Your Way: A Simple Path To Financial Freedom is precisely what the book's title entails. Living up to its name, this is a tremendously informative book that covers a lot of ground about mapping out the appropriate and lucrative steps to achieving financial independence. As a retired certified public accountant, author Cosmo P. DeStefano presents his expertise and offers valuable gems of advice from the first to the last page. He knowledgeably discusses a significant amount of topics regarding finance and breaks them down in an easy-to-understand manner. Notwithstanding the fact that DeStefano writes for a broad audience, he considerately mentions he aims to help the reader "how to think about personal finance matters rather than what to think." Because similar to success being arguably subjective, so is financial independence. It's not a one-size-fits-all.

Wealth Your Way is one of the best books I've come across regarding the "boring business stuff." Cosmo P. DeStefano doesn't beat you over the head with complicated accounting jargon. His writing style is straight to the point and down-to-earth, proving the age-old truth that simplicity does go a long way. He simplifies terms like "asset allocation," which made me appreciate the book even more because who enjoys reading where you have to pause every other sentence to Google what certain words mean? DeStefano also went to great lengths on the subject of investing. I love that he doesn't advocate "beating the market" but recommends making the right decisions and not being clouded by biased judgment. What I valued the most is that he highlights the cardinal factor in accumulating wealth: Self-Awareness. Because at the end of the day, you're responsible. And after all, as DeStefano proficiently points out, financial independence is personal. There's a chapter about inheritance, and a noteworthy line sticks out: "No matter what else you leave to your children, give them the two gifts that will bear fruit for generations: your unconditional love and the gift of wisdom." Wealth Your Way is definitely a gift that I believe everyone will treasure for a long time to come!

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Retirement Wreckers

John J Sastry

2023 Finalist
158 Pages
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Non-Fiction - Retirement

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Reviewed by Luwi Nyakansaila for Readers' Favorite

Retirement Wreckers by John J Sastry is a financial guide to having a stress-free retired life. Sastry discusses the crucial financial plans you must make before retiring. First, he explains how pension plans work, their risks, and why they are becoming less popular. He then dives into employer-sponsored plans, social security, and the benefits of having a proper health care plan. It also covers the mental, physical, and social aspects of transitioning into retirement, your approximate longevity, and how it all factors into your project. He also talks about using common sense to devise a good plan, making investments, nursing care, preparing budgets, making decisions with your spouse, and many more retirement-related topics.

It is never too early to start preparing for your future. Retirement Wreckers is a must-read because it is a blueprint for setting retirement plans and goals. Retirement is a major financial and social shift in life. Therefore, it is essential to prepare for it adequately. John J Sastry gives retirement advice based on personal and professional experience. To raise his points, he uses case studies, researched data with actual figures and percentages, and famous incidents like the Titanic. It is well-written, with bold titles, numbered lists, chapter summaries, and website links. Planning for your future will require research and implementing plans to suit your retirement goals. Therefore, I highly recommend it to anyone starting their retirement planning, as this is the perfect reference guide.

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The Armchair Real Estate Millionaire

If You're Sitting There Anyway, You Might As Well Build Your Wealth
Michael Dominguez

2022 Gold Medal
252 Pages
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Non-Fiction - Retirement

2022     Gold Medal
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Reviewed by Jamie Michele for Readers' Favorite

The Armchair Real Estate Millionaire by Michael Dominguez is a self-help educational investment strategy guide for those who are doing little to enrich themselves both personally and professionally. Dominguez's subtitle is as clipped and succinct as the rest of the book: If You're Sitting There Anyway, You Might As Well Build Your Wealth. True, indeed. Written by an expert in the area of real estate investment and with an impressive portfolio to back up the effectiveness of the model in his own life, Dominguez breaks down the strategy over fourteen chapters. He covers areas such as legal insider trading and renovations, the ins and outs of renting properties an investor owns, and building on that wealth once a strategist makes it there.

I've always assumed that it takes a big, bold individual to land on solid footing in the real estate market. Most of this was due to only viewing the market as a means of selling, without fully understanding the nature of the beast from an investment point of view. Michael Dominguez clears this up in The Armchair Real Estate Millionaire and takes away the smoke and mirrors to reveal how straightforward investing in property can be. The most enlightening chapter for me was eleven, A Part-Time Job That Will Make You A Millionaire. Owning and renting real estate might not be the same as a timecard punching job, but it is still a job. You still have to do the work, and I think this is what separates Dominguez from other authors who promise that you do not have to catch the stars because they will just fall into your lap. Instead, Dominguez is blunt about the fact that you actually have to be proactive, hitch the darn wagon, and keep on driving it. The writing is flawless and engaging, the format is simple, and the facts are all there. The result is a practical blueprint for would-be investors that makes the task feel a bit less daunting.

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Don't Retire... Graduate!

Building a Path to Financial Freedom and Retirement at Any Age
Eric Brotman

2022 Bronze Medal
354 Pages
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Non-Fiction - Retirement

2022     Bronze Medal
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Reviewed by Joe Wisinski for Readers' Favorite

Don't Retire...Graduate! Building a Path to Financial Freedom and Retirement at Any Age is a financial information and planning book. Author Eric Brotman is the CEO of a financial advising company and has many years of experience in the field. He divided his book into “years in college”—freshman, sophomore, junior, and senior. Each of those years is further broken down into semesters. This format ensures that the book is well organized, that each section builds on previous ones, and that the material is easily understandable. Brotman’s book covers investments, estate planning, insurance, money management, and much more. Each section ends with summary exercise questions, along with their answers. The author says we should rethink the concept of retirement. He suggests that people keep active in fields they enjoy, rather than only engage in leisure activities.

If you only read one book about your personal finances, make sure it’s this one. To say this book is “terrific” vastly understates its value. I’ve read many financial planning books in my lifetime; this one is arguably the best. Unlike some financial planning books, the author’s advice is actually sound! Not only do I overwhelming agree with the advice, but I’ve also already practiced it in my own life and can tell you that it works. I retired early, live in a low-income-tax state, and “work” at activities I enjoy, not because I need the money, but because I love what I do with my time. I only share my own story to let you know that Eric Brotman’s advice is not only wise, but it’s also realistic. Modern-day finances are too complicated for everyone to agree on every point, and I can’t say I concur with Eric Brotman 100 percent of the time. No matter. Everyone who wants to handle their financial affairs well needs to read Don't Retire...Graduate! Building a Path to Financial Freedom and Retirement at Any Age and take its advice.
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