Charlie Reading

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ABOUT THE AUTHOR

Charlie Reading is a chartered financial planner, entrepreneur, speaker, and author who has a passion for amazing retirement planning. Amongst his four businesses, he runs the successful Chartered Financial Planning practice, Efficient Portfolio. Based in both Rutland and London, his firm specializes in investment and retirement planning, with particular focus on investment management, wealth protection, and retirement strategies. Having been in the financial services industry since 1999, his qualifications place him in the top 10% of all financial advisers in the UK.

Charlie was previously a financial adviser with two of the largest firms of independent advisers in the UK, but he realized that these companies were too product-focused and weren’t directing their attention to the clients’ true needs and concerns. When he set up Efficient Portfolio, he wanted the focus to be client-centric, a truly independent approach, so that he could deliver much more value to his clients’ financial futures. Charlie does this using innovative tools such as Lifetime Cash Flow Forecasts.

Charlie has successfully helped many people save for, manage, and enjoy their retirement, often when they didn’t think they had saved enough to be able to. Through careful planning, he has shown them how they can maximize their money, reduce their risk, and design an income strategy that delivers the life they desire. But Charlie is also passionate about building a better life through understanding what makes us happy and healthy, what makes our mind tick and what strengthens our relationships; because ultimately, the financial side of retirement is just the starting point.

He loves spending time with his wife and two daughters, playing golf and squash, cycling, travelling, and is passionate about scuba diving, safari, and good wine.

BOOK DESCRIPTION

Retirement is a hugely painful and emotional stage in life. You’ve spent your whole life earning money, and now you need to turn off that tap and live off what you have accumulated. Will it be enough? Will it allow you to live out the life of your dreams, or are you at risk of running out if you live into your nineties when returning to work just isn’t an option? Can you afford to do the Bucket List; but can you afford not to? After all, you don’t want to be the richest man in the graveyard!

And that’s just the money. Retirement is about so much more than just the money, but that doesn’t get talked about. How will you spend your time? Will you be living out a BORING, BROKE and BRIEF retirement because you don’t have the health or the balance of activities to facilitate something better?

In The Dream Retirement, I will give you an inspirational guide on how you can turn your new life into a FANTASTIC, FRUITFUL and FULFILLING existence. I will teach you the secrets to ensure you know how much you can spend in retirement without running out. I’ll explain how you can maximize and organize your hard-earned retirement savings whilst minimizing the risks. I’ll show you how to design the retirement of your dreams packed full of activities that stimulate your body and mind, whilst ensuring you have the health to be able to live out that new dream life. I’ll show you what to do NOW for an amazing THEN!

Make your later years your best years!

LEARN HOW TO. . .

Manage your MONEY effectively in the lead up to – and during – retirement, by ensuring it works hard for you, minimizing your risks, and structuring your income so you can enjoy your retirement to the max, without the worry of running out!
Structure your TIME in retirement to satisfy your needs and to ensure you have created a balanced lifestyle that leaves you feeling fulfilled and rewarded.
Boost your WELLBEING so that your body, mind, and relationships are healthy enough to endure.

UNCOVER IN THESE PAGES. . .

An inspirational guide on how to turn your new life into a fantastic, fruitful, and fulfilling existence. I will share with you the secrets of knowing how much you can spend in retirement without running out. I’ll demonstrate how to maximize and organize your hard-earned retirement savings whilst minimizing the risks. I’ll teach you how to design the retirement of your dreams, packed full of activities that stimulate your body and mind, whilst ensuring the good health to be able to carry it through. I’ll show you what to do NOW for an amazing THEN!

Learn how to build Life 2.0, the retirement of your dreams.

Find out how to forecast your financial future so that you can ensure you don’t run out of funds or that you don’t die the richest person in the graveyard.
Learn to maximise your money to ensure it is working as hard as possible for you, without taking unnecessary risks.
Build an income strategy that allows you to tick off your Bucket List whilst you are young and healthy enough to do so, at the same time ensuring you still have enough for later life.
Learn how to structure your money so that you have the flexibility to adapt to an ever-changing financial future.
Find out how to build and enjoy the Bucket List of your dreams.
Learn to balance your time in retirement to ensure you are satisfying your basic human needs, leaving you feeling fulfilled and rewarded.
Find out how to build a life with purpose, so that you look forward to every day of your later life.
Learn to boost your health, so that you stay free of disease and can live out a long and energized Life 2.0, the retirement of your dreams.
Ensure your mind continues to expand and improve rather than withering away.
Manage and nurture your relationships throughout this challenging time to create an amazing new life.