Mary Sterk - Ready to Pull the Retirement Trigger?: Your Strategic Guide to Retire With Confidence

Ready to Pull the Retirement Trigger?

ADVANCE PRAISE

I found Ready To Pull The Retirement Trigger? to be an exceptional book that brings real clarity to the complex process of retiring. It is written in an easy-to-understand style and has clear steps to navigating this life-changing event that can be so daunting for many Americans. Marys personal stories will help readers fully understand the important connection between money and life.

-Valerie G. Brown, Executive Chairman, Advisor Group

In this clear and straightforward gem of a book, readers find valuable information and tools to help allay their fears, discover their choices, and prepare for the retirement experience they desire.

-Rick Fergesen, President, Woodbury Financial

This is a fantastic book for anyone approaching retirement. It takes the complex and explains it in an easy-to-understand manner, providing action steps designed to help readers prepare for a successful retirement.

-Clayton St. George MBA, CLU, CFP, Regional Vice President, Woodbury Financial

Mary gets to the heart of the emotions all of us face when were considering the option of retirement. Not only is she sensitive to the feelings that can hinder sound decision-making, she provides clear steps and strategies for navigating the future.

-Teresa B. Easler, CEO, Connect To The Core Inc.

This book by Mary Sterk is so concrete in its advice for being Ready To Pull The Retirement Trigger. I think it is one of the clearest and most helpful books available on this subject. As more and more members of our generation reach this decision point, the advice here will be so very helpful. I know it is for me. It also has very helpful ideas for the clients I am advising who are considering retirement.

-Nick Muller, Nicholas G. Muller Law Office, LLC

This book is a great asset for those approaching retirement. It is not too long, and it is written for the reader who is starting at ground zero in retirement planning. It begins by asking all those questions that scare us about choosing to retire. And it provides a blueprint for answering the questions and planning for the future. It does so in clear and understandable terms for the beginner, and provides increasing confidence in your decision-making as you learn how to approach your new life style.

Mary takes the future retiree on a learning journey with Action Steps along the way to summarize and provide an outline for what needs to be done. The complexities of budget-making and estimating future income needs are made simple. Providing for heirs, managing risk, choosing pension formats, health insurance, nursing home insurance, social security are all topics covered in a way that helps the reader to a new level of security and confidence in their planning. There is even a section on Medicare and how it works, a subject most of us know too little about, but one about which we are afraid to admit our ignorance. Its all there, but its short, clear and designed to strengthen that shaky retirement trigger. Read this book, and you will be ready to prepare your strategies with confidence in your decisions.

-Francis J. Colella, Ph. D., Economics

An engaging and informative read. Relatable anecdotes help drive home important lessons from money philosophy to planning and portfolio design. Definitely recommended for anyone who hopes for a stress-free retirementnext year or thirty years from now.

-Melanie M. Arnold, CFA, CAIA

Ready To Pull The Retirement Trigger? breaks down the entire retirement process into bite-size pieces that are easy to do. The book provides a clear, concise plan that not only takes the fear and uncertainty out of the retirement process, but frames it in such a way as to make it an enjoyable experience! Even though this is a book about retirement, Sterks plan is so helpful that it should be required reading for everyone, regardless of age.

-Karrie R. Hruska, Estate Planning Attorney, Moore Heffernan Law

READY TO PULL THE

RETIREMENT

TRIGGER?

YOUR STRATEGIC GUIDE TO
RETIRE WITH CONFIDENCE

MARY STERK, CFP

NEW YORK

NASHVILLEMELBOURNEVANCOUVER

READY TO PULL THE RETIREMENT TRIGGER?

YOUR STRATEGIC GUIDE TO RETIRE WITH CONFIDENCE

2017 Mary Sterk, CFP

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To my childrenyou were my inspiration to learn about money in the first place, and you are my reason for creating a lasting legacy of love.

Are you ready to pull the retirement trigger? Talk about a loaded question! You may find yourself thinking, I want to retire slow down a bit enjoy my life, my spouse, and my grandkids.

Then the questions begin to swirl. What if there is a major health issue? Or what if I run out of money? Do I even have enough saved? How much do I really need? Is it invested the best way? What if I have to go into a nursing home? When do I take my Social Security? What do I do with my 401k when I retire? What do I do about health insurance if I retire early?

A few years ago, I worked with a couple who were in their mid-50s, Gelt and Tammy. I happen to be a private pilot, and fly a little Piper Cherokee 235. Gelt was my flight instructor. As he would teach me maneuvers in the plane, we would chit chat about his dream to quit his job managing an Iowa-based logistics company so he could spend more time doing what he lovedanything to do with airplanes.