Most people spend more time planning a vacation than planning their retirement — and it costs them dearly. In this episode, we break down 12 must-read retirement books that give pre-retirees a genuine edge when it comes to financial planning, tax strategy, and long-term wealth management. Whether you are five years out or just beginning to think seriously about life after work, understanding concepts like sequence-of-returns risk and tax diversification before you sit down with a fiduciary advisor changes everything. These are not generic bestseller picks. Every title was chosen because it tackles the real challenges facing people who have worked hard and now want to protect what they have built. Walk into your next planning conversation prepared, confident, and asking the right questions. Knowledge is the first step toward a retirement you will not outlive. Ready to talk? Schedule a complimentary discovery call at TDWealth.net. For educational purposes only. Not investment advice.
This episode was generated using Google NotebookLM Audio Overview — an AI-powered conversational podcast format grounded in source documents.
For educational purposes only. Not investment advice. Davies Wealth Management is a fee-based fiduciary registered investment advisor in Stuart, Florida. TDWealth.net
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