In 2016, Leapfolio published the Complete Cardinal Guide to Planning for and Living in Retirement. Hans Scheil, Doug Amis, and their colleagues at Cardinal have been in the retirement planning business for more than 40 years. 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, as they sold or distributed more than 6,000 copies in the first 18 months after publication. But they also learned that the Guide isn’t quite sufficient by itself. So they’ve 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.

Hans “John” Scheil is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Advisor for Senior Living (CASL®) with 41 years of experience.

Douglas “Buddy” Amis is a Certified Financial Planner™ (CFP®), has Certification for Long-Term Care (CLTC®), and is a recipient of the 30 Under 30 award from The National Underwriter.

“With over 30 years of financial advisor experience, this [The Complete Cardinal Guide to Planning for and Living in Retirement] is the FIRST time I have ever seen anything written with such clarity for the normal, everyday person…. He even provides sample forms for you to peruse. Clearly an easy read and thought-provoking source for anyone anticipating retirement.”–Michael Thompson