Hi Jan,

 I have two important updates to share.

First, the Third Edition of the Retirement Planning Guidebook is now available.

If you’ve read previous versions, you’ll want to know: this isn’t just a routine update. It’s the most significant revision yet.

Since the original release in 2021, I’ve continued to refine and expand the guide each year. But this latest edition is different. I edited it relentlessly to create a more concise and reader-friendly book, while preserving the depth and research that have always been at its core.

Some of the key updates include: 
  • A deeper framework for understanding inflation risk in retirement 
  • New examples illustrating buffer asset strategies 
  • Tax updates reflecting legislation passed in 2025 
  • Expanded analysis of Social Security, ACA credits, and capital gains harvesting 

You can view all available booksellers here if you'd like to explore the new edition.

To mark the release, I’m also hosting a special live webinar focused on one of the most important (and misunderstood) areas of retirement planning: taxes.

Tax Planning for Retirement in 2026