In 7 Steps to a Successful Retirement , CPA and advisor Brian Evans lays out a clear, principle-driven roadmap to help individuals transition from working years to a comfortable retirement. The book is especially valuable for those with savings but no cohesive plan for how to turn that nest egg into a sustainable, tax-efficient income. Drawing from decades of experience as a CPA and wealth advisor, Evans emphasizes that success in retirement isn’t just about having enough money; it’s about knowing how to use it.

Why Retirement Planning Is Different

In the book , Evans begins by dispelling common myths: retirement planning isn’t just about investment returns. It’s about integrating lifestyle goals, taxes, income needs, and long-term risks. Retirement is complex, and overly simplified

See Full Page