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Read Kevin’s Book – Make Your Money Last A Lifetime

How do you finance twenty, thirty or more years in retirement? For over twenty-five years, Kevin Bourke has helped seniors and retirees manage this challenging issue. With this book, he will share some of his secrets to making your money last as long as you do. If you’re a senior or retiree, or soon to be one, you may have asked questions like these:

  • I’m retired, how much can I afford to spend?
  • Should I help my children financially?
  • How can I find a good financial advisor?
  • How much risk can I afford to take with my investments?

Inside, you’ll find helpful answers to these and other questions. With this knowledge, you’ll be able to face your financial future with confidence. Filled with useful insights, Make Your Money Last a Lifetime® may be the most valuable book you ever purchase.

Financial planner Bourke proves a bit of wisdom goes a long way as he tackles such weighty topics as whether parents should financially assist their children, what happens to assets when someone dies, the importance of budgeting, investment strategies and identity theft. He examines these topics with precision and an economy of words, keeping the jargon to a minimum. His writing is as easy to read as an advice column, and he conveys key concepts in everyday language. Even his chapter titles will hook readers: “How to Invest like a Billionaire” is a smart yet utterly simple discussion of asset allocation, while “Diworsification” demonstrates the faulty thought process behind splitting assets between two or more financial advisors. When discussing fluctuation in the stock market, for example, he writes simply: “If you panic, you will make mistakes,” followed by a story of a couple in their 40s who panicked during the 2008 recession and moved most of their investments from the stock market to fixed income investments. As a result, when the S&P recovered by the end of 2009 with a nearly 65 percent gain, the couple missed out on an opportunity to recoup their losses. “It’s like watching someone step on a nail in slow motion,” writes Bourke. The two could have left their investments alone, he adds, and “enjoyed the rebound.” Whether it’s providing a list of 10 useful steps readers can employ to deter identity theft, or offering an easy formula for evaluating a nest egg, the author’s counsel seems to be right on the money. In his conclusion, Bourke’s motivation for writing this book becomes evident: “Finances, for many, are in a black box that seems impenetrable. Money can be mysterious, difficult to manage, difficult to understand, and difficult to hold on to.” While clearly not intended to replace a financial planner, his book elegantly makes the case for the necessity of financial planning.

Invaluable for anyone with an interest in preserving capital over the long term.

Buy it on Amazon…

 

This review of Kevin Bourke’s book, Make Your Money Last a Lifetime®, originally appeared in Kirkus Review’s June 1st, 2013 issue. To view a PDF of the review, continue reading or click here. To purchase a copy, click here.

Kirkus Reviews Header

 

MAKE YOUR MONEY LAST A LIFETIME®
Bourke, Kevin
CreateSpace (162 pp.)
$14.99 paperback, $9.97 e-book
ISBN: 978-0984789528; August 3, 2012

 

BOOK REVIEW

An eminently readable, authoritative little book that offers sensible advice about major financial decisions.

Financial planner Bourke proves a bit of wisdom goes a long way as he tackles such weighty topics as whether parents should financially assist their children, what happens to assets when someone dies, the importance of budgeting, investment strategies and identity theft. He examines these topics with precision and an economy of words, keeping the jargon to a minimum. His writing is as easy to read as an advice column, and he conveys key concepts in everyday language. Even his chapter titles will hook readers: “How to Invest like a Billionaire” is a smart yet utterly simple discussion of asset allocation, while “Diworsification” demonstrates the faulty thought process behind splitting assets between two or more financial advisors.

When discussing fluctuation in the stock market, for example, he writes simply: “If you panic, you will make mistakes,” followed by a story of a couple in their 40s who panicked during the 2008 recession and moved most of their investments from the stock market to fixed income investments. As a result, when the S&P recovered by the end of 2009 with a nearly 65 percent gain, the couple missed out on an opportunity to recoup their losses. “It’s like watching someone step on a nail in slow motion,” writes Bourke. The two could have left their investments alone, he adds, and “enjoyed the rebound.” Whether it’s providing a list of 10 useful steps readers can employ to deter identity theft, or offering an easy formula for evaluating a nest egg, the author’s counsel seems to be right on the money.

In his conclusion, Bourke’s motivation for writing this book becomes evident: “Finances, for many, are in a black box that seems impenetrable. Money can be mysterious, difficult to manage, difficult to understand, and difficult to hold on to.” While clearly not intended to replace a financial planner, his book elegantly makes the case for the necessity of financial planning.

Invaluable for anyone with an interest in preserving capital over the long term.

 

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In the Media…

Kevin Bourke Featured in PCBT’s “Who’s Who in Banking and Finance”

Start Planning Now for a Stress-free Retirement

Kirkus Review of Make Your Money Last a Lifetime®

Fees vs. Cost

Kevin Bourke Featured in PCBT’s “Who’s Who in Banking and Finance”

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Bourke Wealth Management
222 East Canon Perdido Street
Suite 305
Santa Barbara, CA 93101
Phone: (805) 966-2122
Fax: (805) 966-0863
kevin@bourkewealth.com

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Monthly Newsletter

Receive a Chapter from Kevin's book "Make Your Money Last A Lifetime®" and stay up to date with Money and Markets by subscribing to our newsletter.

Contact

Bourke Wealth Management
222 East Canon Perdido Street
Suite 305
Santa Barbara, CA 93101
Phone: (805) 966-2122
Fax: (805) 966-0863
kevin@bourkewealth.com

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