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Master Your Retirement Plan

How to Build Lasting Wealth, Minimize Taxes, Protect Your Assets, and Enjoy Financial Freedom in Every Stage of Retirement

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Master Your Retirement Plan

By: Claire Crestfield
Narrated by: Daniel Adwell
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About this listen

Worried about having enough money to retire comfortably?
You’re not alone. A Gallup poll shows 52 percent of Americans share this concern. With retirement lasting over 20 years, a solid financial strategy isn’t just smart–it’s essential.

I’ve felt this uncertainty too. That’s why I teamed up with experts, including a PhD in finance, to create a guide simplifying retirement planning.

Master Your Retirement Plan bridges the gap between complex theories and real-world strategies, empowering you to take control of your future.

Inside this guide, you’ll discover:

  • Seven proven strategies to grow and protect your savings.
  • A step-by-step plan to retire with confidence.
  • Tax-optimization techniques to maximize income.
  • Expert advice on Social Security & pension strategies.
  • Smart diversification to safeguard your portfolio.
  • The Retirement Readiness Toolkit – worksheets, checklists, and tools.
  • Estate planning essentials to secure your legacy.

What makes this audiobook different:
Rooted in my personal quest for clarity, this guide blends real experiences with expert insights. Each chapter simplifies complex concepts into actionable steps, making retirement planning empowering, not intimidating.

Whether you’re 10 years from retirement or right around the corner, this guide will help you:

  • Gain peace of mind knowing your finances are secure.
  • Balance your dreams and responsibilities with financial stability.

Prepare for Your Future with Confidence:
Let this guide equip you with tools and strategies to design a secure, fulfilling retirement.

PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.

©2024, 2025 Ana Luisa Wu (P)2025 Ana Luisa Wu
Personal Finance
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Listener received this title free

I read as many retirement books as I can since i'm coming up on that time of my life! And this one was a great book to read! This author has written this book with the insight and expertise of a person with a PhD in finance and retirement and then put it into an easy to read and follow guide for us simple people to understand! I love all the information the author packs into this book, the step by step plan to transition to retirement was particularly interesting to me and my husband as we do worry about that. This is a book you need in your personal library for when you get to that point in your life! Highly recommend!

Great informative guide

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Listener received this title free

Absolutely a great help for sorting out my retirement plan! From laying the foundation to mastering strategies fro the long term, the author has crafted a valuable resource for anyone pondering where to start in planning for their retirement; whether you're 18 or 58! In addition to the the traditional routes, the audiobook goes into things such as how to maximize social security, how to navigate health care and what you need to know about risk management. As a bonus, there's a free 59-page printed (pdf) guide/workbook to go along with the audio. Worth the listen!

Just What I needed!

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Listener received this title free

This book helped me finally feel confident about my financial future. It breaks down complex topics like taxes, investments, and estate planning in a way that’s easy to follow without talking down to you. I walked away with a better plan—and a lot less stress. Whether you're nearing retirement or just want to get organized early, this is a smart, empowering read.








Gave Me the Clarity I Didn’t Know I Needed

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Listener received this title free

I'm in my 20's and found this book incredibly useful. It points out lots of areas where starting young is important, especially things like investments and contributing to your pension plan. It also opened my eyes to other things that I didn't know about before like retirement benifits and medicare. Everything is very well explained and the book really gave me a thorough understanding of what I should prepare for when it comes to retirement.

Never too young to start!

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Listener received this title free

helped me get my head around all the retirement talk. It’s practical without dragging or being boring. Loved how it gave clear steps instead of vague “someday” advice. If you’re lost on where to start, this one’s gold.

No fluff, just smart planning!

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Listener received this title free

This audiobook is perfect for you if you are not at retirement yet but want a plan that will help you in the future. It provides valuable insights on how to optimize tax techniques, includes a retirement readiness toolkit, and gives you knowledge on how to diversify to minimize risk. I would highly recommend the audiobook; it is a great listen!

Great audiobook about mastering retirement plan

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Listener received this title free

This audiobook truly stands out as a practical and encouraging resource for anyone feeling overwhelmed about retirement planning. I appreciated how it broke everything down into easy steps without any confusing jargon. The strategies for savings, taxes, Social Security, and estate planning were realistic and applicable, even if you're starting later in life, like me. The personal touch from the author, along with the expert advice, made it feel relatable and trustworthy. The included toolkit is a huge bonus. Highly recommended for anyone looking to plan their retirement with clarity and confidence!

Practical & Empowering Retirement Guide

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Listener received this title free

I used to feel totally lost when it came to planning for retirement like I was just guessing and hoping for the best. This audiobook changed that completely. It breaks down everything in a super clear and practical way, from tax tips to protecting your savings. I actually felt excited and empowered after listening. It’s like having a financial advisor in your ear, guiding you step by step. I only wish I had found it sooner!

The Retirement Plan I Didn't Know I Needed

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Listener received this title free

I always thought retirement planning was just about saving money but this book showed me how much more there is to it. It walked me through things like protecting what I’ve built, reducing taxes, and making sure my plan actually fits the life I want. For once, I didn’t feel talked down to or lost in financial jargon. If you’re near retirement or just want peace of mind, this guide makes it way easier to get organized and feel confident.

Made Retirement Planning Less Overwhelming

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Listener received this title free

This audiobook is a clear, practical guide to securing a financially stable retirement. Blending expert insights with personal experience, it breaks down complex strategies into simple, actionable steps. From tax optimization and Social Security tips to smart diversification and estate planning, this audiobook offers the tools and confidence needed to retire comfortably. Ideal for anyone nearing retirement or planning ahead, it turns financial uncertainty into peace of mind.

Retire with financial security

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