Retirement: Congratulations, You Have Been Promoted to CEO!: The Practical Guide to Building a Health, Wealth, and Legacy Plan for the Retirement You’ve Earned! Updated for 2026

Retirement is not the end of your career — it is your promotion to CEO.Most people spend 40+ years working, saving, and building wealth, yet only a small amount of time preparing for how retirement will actually work.They may have a 401(k).They may have savings.They may even have a target retirement date.But many still do not have a real plan.In Retirement: Congratulations, You Have Been Promoted to CEO!, Terry S. Mulhern shows you how to take control of the most important transition of your life by thinking and acting like the CEO of your retirement.This book goes beyond basic investment talk and helps you build a more complete plan around the three pillars that matter most:HEALTHHow to think about physical wellbeing, mental wellbeing, Medicare, and the health decisions that can shape your retirement lifestyle.WEALTHHow to create a documented retirement income plan, protect against financial risks, coordinate important decisions, and avoid common mistakes that can derail retirement.LEGACYHow to think about family, charitable giving, wills, trusts, estate planning, and the impact you want to leave behind.This book is for you if you are:approaching retirement and want a clearer planalready retired and wondering if you missed something importantconcerned about income, health costs, or outliving your moneylooking for a more complete approach than investments aloneready to take ownership of your future with purpose and confidenceInside, you’ll discover how to:think differently about retirement planningidentify major risks before they become expensive mistakesbuild the right team around your retirementcreate a more intentional vision for your next chapteralign your health, finances, and legacy into one coordinated planWritten by Terry S. Mulhern, MBA, Investment Advisor Representative, RICP, MDRT, this book brings together decades of experience in banking, insurance, and retirement planning into a practical guide designed to help you retire with greater clarity and confidence.If you want a retirement that is healthy, wealthy, and fulfilled, this book will help you start building the plan you deserve. Read more