By Marco Lima, CFP®
Building Enduring Wealth for Retirement
A guide for achieving financial independence and creating a faith-based financial plan.
Buy on AmazonBook Synopsis
The WealthBuilder Mindset
Most people spend more time planning a yearly vacation than planning for retirement. After more than 20 years helping clients save for retirement, get to retirement, and stay retired, Marco Lima has seen that effective retirement planning follows a pattern, a mindset.
He calls it the WealthBuilder Mindset. Readers who embrace it are better positioned to pursue their retirement goals, while those who treat retirement planning as an afterthought can face difficult lifestyle compromises later.
Each chapter addresses one component of the WealthBuilder Mindset as it relates to retirement planning. The goal is to help readers create a systematic, repeatable process so they can retire to something meaningful, rather than simply retire from something.
Along the way, the book introduces practical tools to help readers see financial blind spots related to retirement living and make more connected decisions about their future.
Marco also shares the faith-based perspective that informs his own planning and decision-making. Building Enduring Wealth for Retirement is a practical how-to guide, designed to offer supportive ideas and foundational guidance for the reader’s journey.
Chapter Outline
Build your retirement plan one decision at a time.
- Why Plan for Retirement
- Where Do You Stand? Assessing Your Current Reality
- Let’s Talk About the “B” Word
- Savings Buckets: What Are My Savings Options?
- Will Social Security Benefits Be There? Tips on Maximizing Your Benefits
- Investing for Retirement
- Protecting for the Certainty of Uncertainty: Insurance Planning
- Give It and Grow: Charitable Giving
- Legacy Planning: Your Stuff Does Not Go With You
- Managing Retirement Risks
- Give to Caesar Only What’s Caesar’s: Taxes in Retirement
- Putting It All Together