AI for Managing Your Money in Retirement

By Edwin Trask

Edwin Trask turned sixty-five with a retirement financial picture that was more complicated than he had anticipated and less organized than he would have liked. Multiple income streams, a growing business, and accounts he had not looked at carefully in longer than he wanted to admit.

He had AI tools. He had not yet applied them to his finances.

AI for Managing Your Money in Retirement is the account of what happened when he did. It covers the complete financial management system for the person over sixty who is running an online business alongside retirement income: building the income and expense picture from actual data rather than approximation, the two-tier budget that handles variable business revenue alongside fixed retirement income, retirement income stream optimization, tax efficiency practices that keep more of what the business earns, business profit and loss tracking, long-term scenario planning, and the financial security practices that protect what has been built.

This book is not financial advice. It is a practical, AI-assisted financial management system for a retirement picture that the standard frameworks were not designed for - one where the income is growing, the expenses are real, and the financial clarity that comes from knowing what the numbers actually say is worth considerably more than the anxiety that comes from not knowing.

The AI prepared the questions. The professionals answered them. The creator kept more of what they earned.

• Format: Paperback
• Language: English
• ISBN: B0GPN5KZT1
• ISBN13: 9798249304898
• Release Date: February 2026
• Publisher: Independently Published
• Length: 98 Pages
• Weight: 0.27 lbs.
• Dimensions: 0.2" x 5.5" x 8.5"