"Retirement Secrets is truly not just another retirement book. This book is about YOUR LIFESTYLE and holistic well-being. Highly recommended."

– Pam Krueger, Founder of Wealthramp, Co-host of MoneyTrack series on PBS

Retirement Secrets:
Keys to Retiring Happy, Healthy & Free

Retirement Secrets is a book on how to live a vibrant, more joyful and abundant life. It provides practical, powerful steps and strategies to help you grow and thrive in retirement.

Retirement Secrets features:
• Resources to help you set goals for this stage of your life
• Real-life/true stories from other retirees
• Ideas for meaningful ways to spend your time
• Planning strategies to help you manage your finances

Are you ready to shift from SAVING for retirement to LIVING in it?

There’s a big part of planning for retirement that isn’t financial.
Having the right mindset can significantly change what retirement will look like for you.

Retirement Secrets is a roadmap to planning your ideal retirement. This book helps you get more out of your finances, and your life, starting right now!

In this book, you’ll get practical, powerful steps and strategies to help you grow and thrive in retirement. You will be better equipped for your retirement years by learning:

How to build your social wealth

Secrets to aging well (and what you need to know about healthcare costs)

A plan to do the things you've dreamed of doing (retirement mapping)

Strategies for transitioning to retirement

Get ready to discover how to live a vibrant, ambitious retirement life.

My Free Gift For You!

Praise for 
Retirement Secrets

Praise for Retirement Secrets

★★★★★

This is a great book that changed the way I thought about retirement & life

Before reading, my main approach to retirement planning was ‘when do I end work’ and ‘do I have enough money’. Kim treats retirement as the start of something that should be fun and rewarding; not an end. Money is important (and there are great sections on how to maximize your funds as well as tools to help you budget) but more valuable is your time and happiness.

There is a quote she uses in the book that stuck with me to drive the message that retirement planning is so much more than the balance of your 401K. – “Millions long for immortality who don’t know what to do with themselves on a rainy Sunday afternoon.”

-G. Egerton

★★★★★

Retirement book inspirational for midlifers, too!

You may think that it’s too early to think about what you’ll do in retirement if you’re a “midlifer.” I am 50, with no intention to retire any time soon, and I found this book extremely helpful as a way to look at my own social wealth, let go of regret for things I haven’t done yet, and look ahead with optimism for what is possible. The content about Relationship Circles and Retirement Mapping can apply at all stages of life! If you are on the cusp of retiring, or even thinking ahead to when you will, this book will broaden your retirement view beyond the dollars to include the elements that make or break your happiness in this third stage of life. With a positive, funny, yet realistic voice, Kim Curtis shares from her vast experience of working with people approaching this next chapter in life. A must read!

-Kristin Harad

★★★★★

Living your best retirement life

Retirement Secrets, is an engaging, witty and honest conversation on a topic that few want to really discuss deeply and transparently. Kim Curtis pulls the curtain back to expose all the happiness factors and living well. Thank you!

-Sandra Brown

★★★★★

Must read if beginning retirement or considering it

This book helps you consider what life you want to live in retirement not just how much money you have to retire with. It is a wonderful guide for money management and living your values. Full of examples, humor and useful tips. I’ve given this to friends for retirement gifts and they’ve loved it.

-M St Onge

Meet the Author

Kim Curtis

I’m Kim Curtis, CFP®, ChFC, CLU, CAP, AEP, MSFS, founder and CEO of Wealth Legacy Institute. I am a bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets: Keys to Retiring Happy, Healthy and Free published by Financial Literacy Press. I have been fortunate to have the opportunity to be profiled on NBC, CBS, ABC, FOX, CW as well as Forbes and the Wall Street Journal.

I realized that consumers did not have a clear understanding of the way the majority of financial advisory firms operate. I am passionate about educating others on the benefits of working with a fiduciary financial advisory firm like mine, so clients know they are my top priority.

At WLI, we are an independent, Registered Investment Advisory (RIA) firm filled with humanity that puts clients first. We focus on a highly personal client-centric planning model which has been recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of our firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.

Meet the Author

Kim Curtis

I’m Kim Curtis, CFP®, ChFC, CLU, CAP, AEP, MSFS, founder and CEO of Wealth Legacy Institute. I am a bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets: Keys to Retiring Happy, Healthy and Free published by Financial Literacy Press. I have been fortunate to have the opportunity to be profiled on NBC, CBS, ABC, FOX, CW as well as Forbes and the Wall Street Journal.

The origins of Wealth Legacy Institute began as a response to shady practices of many financial brokerage firms, such as hiding fees and commissions within long and intentionally complicated fine print. It became clear to me that employees in big brokerage firms were simply salespeople working towards the interests of the brokerage firm, not necessarily the client.

At WLI, we are an independent, Registered Investment Advisory (RIA) firm filled with humanity that puts clients first. We focus on a highly personal client-centric planning model which has been recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of our firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.

Retirement Secrets:
Keys to Retiring Happy, Healthy & Free