A Superb New Book on Financial Planning

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If you are looking for an applied framework for tackling the topic of financial planning, you should read Your Complete Guide to a Successful and Secure Retirement, by Larry Swedroe and Kevin Grogan. This book serves as an excellent resource for those tackling the extremely difficult and complex task of “getting one’s financial house in order.” I’ve got a PhD in finance, but haven’t even earned my G.E.D. in how to ensure I can retire someday! Like most people, the topic of retirement planning is frightening and often overwhelming.

Fortunately, this book tells a story about planning that is intuitive, easy to follow and checklist driven, making the seemingly impossible achievable.

Swedroe is a prolific author who has written over a dozen books and numerous articles on investments and financial planning. He currently serves as the director of research at Buckingham Strategic Wealth.

Grogan is an expert in the fields of investment and financial planning and has published multiple books and articles on investing and financial planning. He currently serves as the director of investment strategy at Buckingham Strategic Wealth.

What did I like about the book?

I spend way too much time thinking about investing and markets. And, most of that time, I am buried in the minutiae of quantitative-factor investing. Factor investing is complex and summarizing the subject is exceedingly difficult.

Or so I thought.