Your Complete Guide to a Successful & Secure Retirement

"A comprehensive guide to the emotional and financial issues involved in achieving a fulfilling and stress-free retirement. The wise advice is accessibly presented with a sensitivity that can only come from years of advising individual clients how to make some of the most important decisions of their lives."

— Burton G. Malkiel, author of A Random Walk Down Wall Street

"Students tell me that they crowd my ‘financial strategies’ course, which features Swedroe and Balaban’s Investment Mistakes Even Smart People Make, because they like practical down-to-earth advice, illustrated with stories. This new book will serve as the capstone in the course. Now I can teach about the many dimensions of retirement: such as spending down your assets in retirement, training your kids to spend and invest right, reckoning with the possibility of losing your marbles, and how to prevent elder abuse. I will be teaching a broader course and even inducing a few students to contemplate a career as a financial advisor. I have already passed the book on to my wife and kids. What a gift!"

— Edward Tower, Professor of Economics at Duke University

"Yet again, Larry Swedroe takes a topic that mystifies most of us, cuts through the confusion and misguided conventional wisdom, and leaves us with a clear, evidence-based strategy for success. This time, it is retirement. Swedroe and Grogan present a comprehensive guide to financial success in retirement, with compelling evidence from the academic world and their own practical experience from years of helping clients. In typical Swedroe fashion, the authors deal in facts and are not afraid to take on the asset management industry for its sins. The book begins with wise advice and empathy about the non-financial aspects of retirement – that is, life – that most financial advisors overlook or are afraid to talk about. From now on, when I’m asked for advice about retirement, I’ll send a copy of Larry’s book to clients and friends – and most importantly, my parents."

— Brendan Corcoran, CFA, Partner & Head of North America, Partners Capital Investment Group

"As an endowed investments professor and member of the Wall Street Journal’s “The Experts” panel, I have spent my professional life addressing the more quantitative and rigorous retirement issues Swedroe and Grogan discuss, including asset allocation, asset location, and Monte Carlo simulations. They provide excellent tax-related guidance related to IRAs and other retirement plans as well as spend-down strategies in retirement. As someone nearing retirement myself, I learned a lot reading about the softer retirement issues like planning beyond the financials, the discovery process, preparing heirs, and threats of elder abuse. This is, indeed, your complete guide to retirement!"

— Dr William Reichenstein, CFA, Professor Emeritus of Investments

"What a great resource! Covers all the bases. In my opinion, it’s Larry’s magnum opus. Read it and reap."

— Mel Lindauer, President, The John C. Bogle Center for Financial Literacy

"Investing is hard enough when saving for retirement, but coordinating all of the components of a holistic plan IN retirement is even more complex… and risky in today’s era of high valuations and low yields. Fortunately, Swedroe and Grogan break down each key issue into a retirement framework that anyone can use to navigate this challenging environment!"

— Michael Kitces, publisher of the Nerd’s Eye View at Kitces.com

"Of all the books I have read in recent years on the topic of retirement planning (more than 10), this book is likely the most comprehensive. Reading (once or twice) your “Complete Guide to a Successful and Secure retirement” and taking good notes along the way, will prepare you for asking the right questions and hopefully avoiding costly mistakes."

— Jacques Lussier, author of Successful Investing is a Process

"I've had the privilege of reviewing a number of Larry's books and they just get better and better. Your Complete Guide continues the trend. If your contemplating retirement or are currently there do yourself a favor; read and profit from his thoughtful wisdom. Besides, it's a fun read."

— Harold Evensky, Chairman, Evensky & Katz/Foldes Financial Wealth Management

"Larry does a deep dive into all the moving parts of a holistic financial plan for retirees. The result is an essential and invaluable resource for anyone in or contemplating retirement. The scope of the material is unparalleled, making this the most comprehensive guide to retirement planning I have ever seen. Meticulously researched, and clearly presented."

— Frank Armstrong III, President/Founder, Investor Solutions

"Successful investing often comes down to having a strong philosophy you can stick with over time. In Your Complete Guide to a Safe and Secure Retirement, Larry Swedroe and Kevin Grogan help investors understand how they can increase their chances for a great Retirement experience."

— David Booth, Executive Chairman of Dimensional Fund Advisors