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Retirement Terms: Financial Education Is Your Best Investment

The Simple Guide to Saving Income, Planning, Fund, & Investing for Retirement

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Retirement Terms: Financial Education Is Your Best Investment

By: Thomas Herold
Narrated by: William Bahl
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About this listen

Are you approaching that golden age of retirement? If so, you’re likely starting to get a lot of things in the mail or in the office that is related to your retirement that includes jargon you may or may not be familiar with.

Don’t let intimidating jargon keep you from planning and saving for retirement. Get familiar with some of the most common words you’ll encounter while financing your golden years.

This practical glossary audiobook compiles a list of over 80 most common retirement terms you’re likely to encounter. Every retirement term is explained in detail, with clear and concise article-style description and practical examples.

Most commonly asked retirement questions:

  • When should I begin taking Social Security?
  • How long will my money last?
  • How much money do I need to retire?
  • Should I buy an annuity?
  • How much will I spend?
  • How will I pay for medical expenses in retirement?
  • Should I take my pension as a lump sum?

People also often ask:

  • Can I afford to retire?
  • Can I retire abroad/overseas?
  • What are legal ways for tax-free retirement?
  • How much money will I spend in retirement?
  • How do I prepare financially for retirement?
  • What should I do before I retire?

This extensive dictionary covers all aspects and areas of retirement terminology. Starting with retirement planning to when you get ready to leave the workforce, thinking about things like when to take the leap and how you budget on a fixed income, everything is dealt with.

Having a resource that helps remind you what the lingo you’ll see in the mailers and notices from your employer, the government and many other sources can be incredibly helpful.

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

©2019 Thomas Herold (P)2019 Thomas Herold
Economics Personal Finance Retirement Financial Planning
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Great Find

Great book to keep you remind you of the importance of retirement future! It did provide some specifics regarding retirement terms but it is primarily a motivational book that contains some general information about retirement.
Like all retirement books he give you many numbers: if you put --- amount each month at 10% return it will be ------- in a number of years and he beats this into your head.
Chris talks many times about retirement not being an age, but a number you must meet to be financially comfortable.
The book goes through what you should do in your 30's, 40's, 50's, and 60's. All very good advice, even though it may not be what you want to hear.
Overall, a very good book that everyone should read, and then actually do
I listened to the audio book, very easy to listen to and it is read by William Bahl, he has a great voice for it.

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My Future in Retirement

In my working life I facilitated/taught an off hour's retirement class for a large corporation and I would ask the class what are you going to do when you retire – always the same answer “throw the alarm clock out the window and go back to sleep”. Of course once you get through that then what?


I only wish (I’m retired) at that time I had this book because I would have used it to fill in all the empty spaces that we missed in those days.

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