Client login
Client login

New Book Release - Retirement Secrets: Keys to Retiring Happy, Healthy, & Free

We’re thrilled to announce, Retirement Secrets is here! After much hard work and a bit of delay (thanks coronavirus!) Retirement Secrets: Keys to Retiring Happy, Healthy and Free is now available on!

A follow up to the best-selling book Money Secrets: Keys to Smart Investing, Retirement Secrets is not a “how to” save, invest, or make your money grow book. Instead, it will teach you how you can successfully retire smart, be vibrant, and enjoy the thrill of the ride. 

What’s Retirement Secrets All About?

First and foremost, Retirement Secrets is a book on how to enjoy life in retirement. Bestselling and award-winning author, Wealth Legacy Institute’s own Kim Curtis goes past the glutted field of retirement books focused on the finish line—the day you retire—to reinvent how life after retirement is lived, experienced, and understood. 

It starts with answering:

  • What happens after your last day of full-time employment?
  • What do you plan on doing the rest of your life?
  • What is your next adventure? 

It goes on to explore the secrets that will bring together all the pieces on how to live a happy, healthy, and free retirement in every aspect of your life—relationships, money, physical and mental health, as well as your lifestyle in retirement.

Ready to Reinvent Your Life in Retirement? Here’s a Sneak Peek Inside Retirement Secrets

This book reveals why your retirement becomes the beginning of a new you, with activities to help you set goals for this stage of life, real-life stories from other retirees, and planning strategies to help you transition into retirement.

Here’s a sneak peek of what’s inside: 

It’s Not Just About The Money 

The key to achieving an active satisfying retirement involves a great deal more than having adequate resources. It’s about finding your purpose and actively enjoying your life! 

Making the Transition 

Retirement is more than just your last day of work—it’s a major life transition—financially, emotionally, and psychologically. Make sure you’re ready. 

Retirement Readiness 

The “right time” to retire is different for everyone. There’s early retirement, full-time retirement, and maybe you’ve heard of part-time retirement or “pre-tirement”? Our retirement readiness quiz will help you figure out if you’re ready to retire in the first place. 

Building Social Wealth 

Find out why relationships are your most important currency in retirement. And gain tips and strategies for making new friends in retirement

Defining Your Ideal Next Phase

Have you ever stopped to think about what you actually want in retirement? You should! Retirement Secrets includes:

Finding Your Financial Bearings 

All of this is not to say we ignore the financial piece. On the contrary, Retirement Secrets is packed with practical financial advice for:

...and much more.

The goal is to help more people retire comfortably and with peace of mind. To provide the mindset and financial planning tools you need to set financial goals, match finances to your lifestyle, create an actionable plan, and define strategies for transitioning to retirement.

Order your copy of Retirement Secrets now

A Note From the Author 

Over the years I’ve worked with hundreds of individuals and couples building financial plans and constructing investment portfolios for retirement. However, in observing clients as they progressed from saving for retirement to living in retirement, it became evident that a successful retirement life is not only about the money. 

Retirement more often fails for non-financial reasons. Think about that for a moment. Money—as important as it is—is a means to an end, but it provides no guarantee of retirement happiness.

That’s why this book covers the other side of retirement. Your stories of joy, vitality, and adventure remind us that the little things are often the big things and that what we focus on expands. Together we can transform the meaning of money and retirement.

Kim Curtis on Retirement Secrets

Praise for Retirement Secrets

Here’s what people are saying about the book:

“This book is truly not just another retirement book. Retirement Secrets is about your lifestyle and holistic well-being. Highly recommended.”

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

“Not only does Kim Curtis’s new book, Retirement Secrets, show you how to prepare to thrive in retirement, it also maps out an approach to living that can enrich your life now! Curtis covers all the bases, caring for your physical, emotional, cognitive, social, and financial health. Keep this enjoyable and thorough guide handy as a reference for living your best life—starting now.” 

– Margit Cox Henderson, Ph.D., author of Optimistic Aging, from Midlife to the Good Life and From Hope to Habit: Science-Based Solutions to Live Your Best Intentions

Retirement Secrets is all about how to enjoy the good life. Kim Curtis’ depth of expertise, humor, and decades-long experience as a Certified Financial Planner® shine through in Retirement Secrets. I love her holistic, pragmatic, and values-centric retirement planning approach. This is a fun and important read for anyone nearing or in retirement.”

Mary Quist-Newins, CFP, President and Founder Moneyweave, author of Women and Money, Matters of Trust

Order your copy of Retirement Secrets now...because happiness doesn’t retire.

New call-to-action

Ready to take the next step?

Let’s talk!

Explore what’s possible for you during your retirement

8 Biggest Retirement Mistakes to Avoid if You Want a Successful Retirement

Many people believe that all they need for a successful retirement is earning their nest egg. But that is very far from reality. While having enough m...

June 16, 2022

How to Choose a Financial Advisor for Retirement Planning - 5 Questions to Ask

When choosing a financial advisor, finding the right fit is important⁠—especially if they’ll be offering guidance on things like saving for retirement...

May 12, 2022

What is Sustainable Investing and is it a Good Idea for Your Retirement Savings?

A new way to diversify your assets, and one of the biggest trends sweeping the financial world right now, is sustainable investing. Interest in sustai...

April 14, 2022