Synopsis

Retirement and Estate Planning 201: Making the Transition from Work to Retirement
By Robert D. Sears, CFP (Ret.)

In this second volume of the retirement planning series, Robert D. Sears guides readers through one of life’s most profound shifts—the transition from full-time work into retirement. While many books focus on saving for retirement, this volume addresses what comes next: the decisions, emotions, and adaptations required to make retirement sustainable, purposeful, and truly your own.

Drawing from decades of experience as both a financial planner and a retiree, Sears covers key topics such as redefining identity after work, setting new routines, choosing where and how to live, managing post-retirement income, and preparing essential legal documents. With clarity, warmth, and practical advice, the book emphasizes the importance of thoughtful preparation—not only financially, but emotionally and relationally.

Whether you’re just stepping into retirement or helping a loved one navigate the transition, Retirement and Estate Planning 201 provides the guidance and reassurance needed to move forward with purpose and peace of mind.