“I love the music of the Baby Boomer generation. And I loved the work I did with this demographic to give them confidence in preparing for and embarking on their retirement income journey. As they moved through the stages of their retirement, everything changed. Health declined, spouses passed, markets tumbled, spending needs were defined. But we managed the changes together and in doing so, deepened our relationship and found solutions that worked for their unique situation. They often said, “thank you” — but I learned so much from them to make me a better planner. In this book, they have allowed me to share their stories and bring home the significance of responsive financial planning. For that, I sincerely thank THEM.”
“Music and lyrics tell a story, and, in my opinion, none did that better than the songs of the Boomer generation. If you read the book, you’ll see how these client experiences often brought some of these songs to mind.” — Daryl Diamond
Through the client stories, many planning strategies are put into a perspective for clients and advisors alike, to help them define the issues and create a commitment to a personalized strategy.
For your own enjoyment, check out the playlist that accompanies the book – classic rock from the mid 60s to the 80s!
ABOUT DARYL DIAMOND
Daryl is an advisor, author and educator on the subject of using your assets to realize the greatest amount of security and satisfaction during the retirement years. He is well-known among his peers as one of the first financial advisors in Canada to identify the special skills and knowledge required to effectively and efficiently address the needs of the retirement income market. His work focuses on helping retirees reconcile their varying needs for income and lifestyle fulfillment as they progress through different stages of their retirement.
His Winnipeg, Canada -based practice, Diamond Retirement Planning Ltd, is dedicated to this service as well as the specialized investment strategies, health-risk management issues and wealth transfer considerations that are unique to this market. Of his 40 years in the financial services industry, the last 30 years have been dedicated to the specialized area of retirement income planning.
He has published four retirement income guides. “The Structure of Retirement Income” was released by CCH Publications in 1998. His second book “Buying Time” was first published by John Wiley and Sons in 2003. His signature book, “Your Retirement Income Blueprint” was released in April 2011 and updated for re-release in 2014 and 2019 as a Canadian best seller.
His latest book is Retirement for the Record, available at Chapters-Indigo and Amazon.ca.
Book Review : Retirement For The Record By Daryl Diamond – review by Mike Drak, Author of “Victory Lap Retirement”