Master Your Retirement Plan

How to Build Lasting Wealth, Minimize Taxes, Protect Your Assets, and Enjoy Financial Freedom in Every Stage of Retirement

By: Claire Crestfield

Narrated by: Daniel Adwell

Worried about having enough money to retire comfortably?
You’re not alone. A Gallup poll shows 52 percent of Americans share this concern. With retirement lasting over 20 years, a solid financial strategy isn’t just smart–it’s essential.

I’ve felt this uncertainty too. That’s why I teamed up with experts, including a PhD in finance, to create a guide simplifying retirement planning.

Master Your Retirement Plan bridges the gap between complex theories and real-world strategies, empowering you to take control of your future.

Inside this guide, you’ll discover:

• Seven proven strategies to grow and protect your savings.
• A step-by-step plan to retire with confidence.
• Tax-optimization techniques to maximize income.
• Expert advice on Social Security & pension strategies.
• Smart diversification to safeguard your portfolio.
• The Retirement Readiness Toolkit – worksheets, checklists, and tools.
• Estate planning essentials to secure your legacy.

What makes this audiobook different:
Rooted in my personal quest for clarity, this guide blends real experiences with expert insights. Each chapter simplifies complex concepts into actionable steps, making retirement planning empowering, not intimidating.

Whether you’re 10 years from retirement or right around the corner, this guide will help you:

• Gain peace of mind knowing your finances are secure.
• Balance your dreams and responsibilities with financial stability.

Prepare for Your Future with Confidence:
Let this guide equip you with tools and strategies to design a secure, fulfilling retirement.

PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.

©2024, 2025 Ana Luisa Wu (P)2025 Ana Luisa Wu

Clear, Practical ... Empowering

I'm always on the lookout for resources that can help me navigate the complexities of retirement planning, and Master Your Retirement Plan by Claire Crestfield truly stands out. The book offers a comprehensive yet accessible approach to building lasting wealth, minimizing taxes, and protecting assets.

What resonated with me most was the actionable advice tailored to various stages of retirement. For instance, the section on minimizing taxes provided strategies that I could immediately apply to my financial planning. It demystified concepts that previously felt overwhelming.

The narration by Daniel Adwell is engaging and clear, making the content easy to absorb. It's like having a knowledgeable friend guide you through each step of the process.

If you're seeking a practical guide to take control of your financial future, this audiobook is a valuable resource. It empowers you with the knowledge to make informed decisions and enjoy financial freedom in every stage of retirement.

A Clear, Empowering Guide to Retirement Success

Master Your Retirement Plan by Claire Crestfield is an outstanding and approachable resource for anyone thinking about or actively planning for retirement. It makes complex topics, such as taxes, Social Security timing, IRA distributions, annuities, investment risk, and healthcare, understandable and manageable.
You will find a bonus at the back of the book, titled "Retirement Readiness," which is very helpful. This audiobook can help you clarify personal goals and next steps if you are considering when and how to retire. The author also includes useful links to support the learning process, helping readers feel supported rather than overwhelmed.
This book offers candid insights, addresses the emotional challenges of retirement, and doesn't sound like your typical financial manual.
Whether you're just starting your retirement planning journey or nearing the finish line, this book is a fantastic companion. I highly recommend it!

the detailed retirement investment roadmap you need

A detailed roadmap for retirement planning that breaks down all the investment options and strategies. The book's geared toward those who have some sort of portfolio in place or people familiar with basic investment types and terms (bonds, withdrawals, 401k, dividends). Really appreciate the toolkit PDF with the audiobook for going through the exercises, and the simple examples included throughout. This is a comprehensive book covering different approaches for investing, even during a downturn (guardrails vs. variable percentage withdrawal strategies). I would suggest breaking up chapters into shorter segments or subchapters, especially those first few. They cover a whole lot of important information, it's easy to get lost in the lengthy chapters. Also, certain examples, strategies with diagrams, graphs or charts "below", or with different percentages may not translate as well to audiobook format, though the toolkit does help a great deal. The narration keeps things dynamic and this book lays out a set of manageable steps for financial longevity. Highly recommend for anyone seriously looking to learn about how to better manage their retirement plan.

A planner for a secure retirement

This book is an invaluable tool for those who want to create a detailed plan for their retirement. It covers so many important topics, like planning for potential long-term care, estate planning, getting the most out of Social Security, and strategies for minimizing the impact of taxes on retirement savings. The narrator, Daniel Adwell, did a good job with this topic, but my one critique is the over-enunciation of the letter T in words. I appreciate that the author includes a downloadable PDF retirement planning guide with the audiobook.

Comprehensive and Clearly Explained Advice

This audiobook was packed with practical guidance that didn’t feel overwhelming. It covers all the essentials—from asset protection and tax strategies to long-term wealth building. The tone is clear and supportive, and I appreciated how it’s structured for people at different stages of retirement. Great for getting organized and feeling more confident about your financial future.

Making my plan!

Okay so I’m not retiring anytime soon, but this book lowkey made me realize how much stuff I didn’t know about money, taxes, or like... planning anything. Even though I’m nowhere near retirement, making a plan actually makes it feel exciting instead of scary. It breaks down stuff like healthcare, investments, and what to do if you live a super long time (which is kinda the goal, right?). Now I feel way more motivated to get it together early.

Gave Me Peace of Mind About Retirement

Planning for retirement used to stress me out, but this book made things feel doable. It breaks down tax strategies, asset protection, and wealth planning in a way that actually makes sense—even if you’re not a finance expert. I finally feel like I have a clear roadmap for the years ahead. Whether you're just starting to plan or already retired, this is a smart read to keep your finances on track.

Clear, Smart, and Super Helpful

Master Your Retirement Plan is one of the best guides I’ve found for preparing financially for retirement. It breaks down complex topics like taxes, investing, and asset protection in a way that’s easy to understand. The advice is practical and up-to-date, and it’s great for anyone—whether you’re nearing retirement or already there. I feel more confident and in control of my future after listening. Highly recommend!

Finally made sense of retirement planning

This broke down everything I’ve always found confusing about retirement—especially the parts about tax strategy and protecting assets long-term. I really liked how each section built on the last without dumping too much information at once. The checklists and toolkit helped bring it all together in a way that felt clear and usable. It made the whole idea of planning for the future feel a lot less overwhelming.

A great plan!

This book is a great guide to planning for retirement. I used to feel confused about all the moving pieces of planning, but this book made things easier to understand. It breaks down each stage of retirement and shows how to make smart choices. I liked how she included tips I could use right away. Whether you're just starting to plan or already retired, this book is a great resource. I highly recommend it to anyone wanting a financial road map.