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Unveiling the Retirement Myth
Review by: Dr. David Edward Marcinko MBA CMP™
[Publisher-and-Chief]
Jim Otar is a certified financial planner in Canada. He wrote the book: Unveiling the Retirement Myth on retirement income planning: how to make your retirement portfolio last as long as you do when you are living off your savings and investments in retirement.
The Print Version
The print version costs $49.99 on Amazon. But, for a limited time only, Jim Otar is offering a PDF version of this 525-page, 45 chapter book for FREE on his website retirementoptimizer.com.
The e-Book
Here’s the download link until January 10th, 2011:
http://www.retirementoptimizer.com/downloads/URMG/URMGreem.pdf
Assessment
This is a very worthwhile e-book offered at an excellent price-point. Its’ subtitle is advanced retirement planning based on market history, and that is exactly what is presented – much historical review although not especially of an advanced nature. But, it is voluminous. Additionally, since the past is no indication of the future – and current events like the potential of a “new economics normal” are not explicitly entertained – the treatise lacks a feeling of modernity!
Fortunately, the author does include many figures, graphs, illustrations and tables for ease of understanding. The mini case-examples also help keep it from trending to the boorish. This is an important point I have painfully learned after almost four decades of writing, editing and publishing [i.e., readability and interest]. Moreover, if the reader was not familiar with time-value of money calculations and concepts before reading, s/he will surely be after.
While mostly generic in nature – containing little tax, insurance, risk management and accounting information – and not written for a physician or medical professional audience; the book represents a worthwhile review for doctor colleagues and/or those laymen unfamiliar with the ever widening topic. However, those physicians seeking healthcare specificity should look elsewhere for assistance www.CertifiedMedicalPlanner.com
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Filed under: Book Reviews, Financial Planning, Glossary Terms, Investing, Retirement and Benefits | Tagged: Financial Planning, Investing, Jim Otar, retirement planning | 1 Comment »
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