The Complete Cardinal Guide to Planning for and Living in Retirement Workbook

Buy here

Our Workbook

In 2016, Leapfolio published the Complete Cardinal Guide to Planning for and Living in Retirement. The Guide provides an overview of the major problems that retirees face and the simple strategies they can implement to make their retirement financially successful.
The Guide fulfilled Cardinal’s expectations and proved to be a success; and more than 6,000 copies were sold or distributed within a year of publication.
However, Hans learned that the Guide isn’t quite sufficient by itself. So he and Doug Amis created this Workbook to offer additional examples of real-life situations, products, and strategies, and guidance to help people prepare to discuss retirement planning with a professional advisor.

Buy the book HERE or get it by donating $10 or more to Alzheimer’s North Carolina in memory of Mary Scheil. Fill out the form below to let us know you donated.

The book is also available at Barnes & Noble and in many local libraries. If the book isn’t already in your library’s catalog, fill out the form below and we’ll contact your librarian to donate our book to their collection.
Buy the Book

Want a free ebook download?

Download PDF

We want as many people as possible to have access to our information. That is why we are giving everyone who wants it a free PDF download of our book.

Explore our other book!

htyhy
The Complete Cardinal Guide

Praise for “The Complete Cardinal Guide Workbook”

I had to get this after reading the first book – it’s such a great follow up! I was able to look more closely at our specific situation and get a better idea of how I’d like our retirement to look. There were several details in these topics that I didn’t even think to bring up when working with a professional. My husband went to Hans for help on his Medicare insurance, and I’m definitely going to him for guidance in these other areas!

– Maria S.
– Maria S.

Praise for “The Complete Cardinal Guide Workbook”

I used this workbook to help me understand more clearly the many factors that go into retirement planning. I was particularly interested in Social Security and how it affects me and my husband. I thought it was an excellent guide, easy to grasp and organized.

– Cynthia G.
– Cynthia G.

Praise for “The Complete Cardinal Guide Workbook”

This workbook is a great supplement to Hans’ book by the same title. I’ve never found so much practical knowledge about preparing for retirement in a concise, easy to read book like this. The information is unbiased and truly feels like an educational book. Everything else I’ve read in an attempt to educate myself has felt like a sales brochure for a product. I’m thankful that I found this book.

– Larry H.
– Larry H.
Previous
Next

Get In Touch

Contact us today with any questions, concerns, or just to stay connected.

Contact Us
Sign Up For Our Weekly Email
Follow Us:
Linkedin Twitter Facebook Youtube
Call Us: 919-535-8261

Durham Office
2530 Meridian Parkway, Suite 100
Durham, NC 27713
(919) 535-8261

Charlotte Office
8307 University Executive Park Dr, Suite 252
Charlotte, NC 28262
(704) 412-6494

Greensboro Office
6520 Airport Center Drive, Suite 100
Greensboro, NC 27409
(919) 535-8261

Medicare experts paired with financial planners –  required to put our clients first. ©2022 Cardinal Advisors 

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
 
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cardinal Advisors are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Brookstone Capital Management. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Cardinal Advisors is not affiliated with or endorsed by the Social Security Administration or any other government agency. Any review of “The Complete Cardinal Guide” is specific to the book and is not an endorsement of the advisor. 
Scroll to Top

Ansylla Ramsey

OFFICE ADMINISTRATOR

After 17 years as a hairstylist and salon owner, Ansylla joined the Cardinal Advisors’ team in April 2024.

She enjoys learning languages and is always planning her next international travel destination. 

Caleb Bartles

Life, Accident & Health insurance

Caleb Bartles obtained his Life, Accident & Health insurance licenses in the summer of 2024, and joined Cardinal Advisors’ team soon thereafter. Caleb previously served on active duty in the United States Air Force from 2012-2017, and graduated from Appalachian State University in 2020 with a B.S.B.A. in Computer Information Systems. After a few years working in the software industry, Caleb decided to make a career change to pursue his passion for finance and insurance.

Caleb lives in Fort Mill, SC with his beloved wife Jessica and two cats, Sméagol and Rosie. In his free time, he enjoys running, skiing, video games, going to concerts, and cheering for the Green Bay Packers.

Daphne Sutton

ADVISOR

Daphne started at Cardinal Advisors in 2024. She has been in the insurance field for about 5 years.
 
Originally from Tacoma, WA, she moved to Nc in 2005. When Daphne isn’t working, she spends time with her kids and makes body butter.

Tommy Fallon

ADVISOR

Tommy joined our Charlotte office after moving there in March with an interest in retirement planning. After graduating from NC State in 2022 with a Masters in Accounting, he worked in public accounting for some time and earned his CPA license. He is currently working on obtaining his NC Health, Life, and Medicare Supplement licenses. 

Tommy grew up in New Jersey, but has been living in North Carolina for the past 10 years. He enjoys skiing in the winter, going to the beach in the summer, and exercising during his lunch break.

Weekly Email

Want to get important updates first?

Don’t miss out on any important info, from Medicare deadlines to taxes, we will keep you updated! Try it out, you can always unsubscribe at any time.

Newsletter