Retirement planning beyond the financials -- The discovery process -- Asset allocation -- The investment policy statement and the care and maintenance of the portfolio -- Monte Carlo simulations -- Investment strategy part I: implementing the investment plan -- Investment strategy part II: reducing the risk of black swans -- IRA and retirement/profit sharing plans -- Health savings accounts -- The asset location decision -- Spend-down strategies -- Social security -- Medicare -- Longevity risk: the role of annuities -- The role of insurance: the management of risk -- Reverse mortgages -- Women's unique retirement issues -- Estate planning -- Preparing your heirs -- The threat of elder financial abuse

Investment and personal finance experts Larry Swedroe and Kevin Grogan present comprehensive coverage of important aspects to think about as retirement approaches, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about happiness, and more