The full title is Don’t Run Out of Money in Retirement: How to Increase Income, Avoid Taxes, and Keep More of What Is Yours by Allen P. Harris.
After the first few pages, I thought I would not like this book. Those pages seemed more about how the author’s company was helping the community and I suspected this would be more of an advertisement than a substantive book on retirement. I was wrong.
The book was unlike the books I had read before on financial planning and retirement. I especially liked the cover. And I understood how those opening pages fit into the author’s message. I thought the book would be all about money and making it last. It is about that but also so many issues that are important to retirees and those approaching that stage of life.
It is very much not what I expected. But rather than advice on how to invest, it takes a more wholistic approach to life and the many questions that arise when thinking about and planning retirement. The big question is “do I have enough money” but this book makes the case that your financial planner should consider the whole picture.
It was unexpected but I did like this book and an glad I read it. Much is about Berkshire Money Management and what they do for their clients. But it comes across as more “this is the way to do it” than “look at how great we are”.
The book is scheduled for an August 23 publication. I thank Netgalley for the chance to read it before publication.