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    Your Insiders’ Guide to Retirement: The Practical Guide to Transitioning from Working to Retirement
    Unavailable
    Your Insiders’ Guide to Retirement: The Practical Guide to Transitioning from Working to Retirement
    Unavailable
    Your Insiders’ Guide to Retirement: The Practical Guide to Transitioning from Working to Retirement
    Ebook145 pages2 hours

    Your Insiders’ Guide to Retirement: The Practical Guide to Transitioning from Working to Retirement

    By Troy B. Daum, CFP, Gordon Tudor, CFP and Jeff Poole

    ()

    Currently unavailable

    Currently unavailable

    About this ebook

  • 10,000 Baby Boomers turn 65 every day and need creative solutions to the real world challenges of retirement

  • Sheds light on the surprising truth about Wall Street banks, brokerages, and insurance companies
  • Emphasizes the need to understand what financial planning is all about and create a plan.
  • Shares that trillions of dollars have been moving away from traditional banks, brokerage, and insurance companies.
  • Shows how small companies have been recipients of trillions of dollars, fee-only, registered investment advisors, CFP®
  • Teaches retirees how to generate safe, predictable income from their nest egg
  • Explains why safe investments often doom people to failed retirements
  • Explores how great financial plans are not just about the numbers but help people lead an amazing life
  • Touches on behavioral finance, which is a look at why peoples brains are wired to do the wrong things at the wrong times and how to correct those things
    • LanguageEnglish
    PublisherMorgan James Publishing
    Release dateApr 2, 2019
    ISBN9781642792737
    Unavailable
    Your Insiders’ Guide to Retirement: The Practical Guide to Transitioning from Working to Retirement
    Author

    Troy B. Daum, CFP

    Troy B. Daum, CFP®, is the principal and founder of Wealth Analytics. He has over thirty years of experience in financial services. Troy has played a visible role in building the financial planning and investment management profession in San Diego and he served as the first President and Chairman of the San Diego chapter of the Financial Planning Association. He is a Certified Financial Planner™, Chartered Financial Consultant, and a Chartered Life Underwriter. Troy is married with three grown children and currently resides in San Diego, California.

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