A Few Useful Finds for Life After Work — Issue #2

Hi from Stefan,

Welcome to the second issue of the biweekly newsletter.

Nothing in this newsletter is sponsored or written for compensation.

A very helpful new book

Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (3rd Edition), by Wade Pfau. I learned a lot from the 2nd Edition. The 3rd edition is updated for tax law changes and also includes new material on Affordable Care Act credits and other topics.

From the Wall Street Journal

The Medicare Charge That’s Taking a Bigger Bite Out of Social Security Checks. A clear, concrete look at how IRMAA surcharges actually show up in retirees’ monthly cash flow—and why this often catches people by surprise.

A terrific movie

Marty Supreme. An entertaining movie with wide emotional range. Strong supporting performances by Gwyneth Paltrow and Shark Tank’s Kevin O’Leary (in his feature film debut).

Stefan’s Office Hours

I’ve started holding short, informal office hours each weekday for anyone who’d like to share feedback, ask questions, or talk through how The Best Third fits into their own thinking about retirement income.

These aren’t sales calls, and I can’t give personal financial advice — they’re simply a chance to talk and learn.

Warmly,
Stefan Sharkansky, PhD
Founder of The Best Third