Items related to Retiring Right: Smart Steps for Exiting Corporate America

Retiring Right: Smart Steps for Exiting Corporate America - Softcover

Falcon, Jake

  • 4.50 out of 5 stars
    12 ratings by Goodreads
 
9781544545233: Retiring Right: Smart Steps for Exiting Corporate America
Softcover
ISBN 10: 1544545231 ISBN 13: 9781544545233
Publisher: Houndstooth Press, 2024

Synopsis

You spent decades building a career that defined you. Now retirement is coming, and the plan you have not made yet could cost you everything.

Retiring Right gives high-earning corporate professionals a clear, practical roadmap to exit the workforce with confidence, covering the financial mechanics and the identity anxiety that nobody warns you about.

  • Design a retirement lifestyle that answers the question of what you will actually do with your freedom
  • Master retirement tax planning across multiple accounts using smart asset location strategies
  • Optimize your Social Security claim timing to maximize lifetime income
  • Navigate Medicare planning and unlock the power of an HSA investment strategy
  • Build a dynamic withdrawal strategy that adapts year by year
  • Protect your family with straightforward living trust and estate planning guidance
  • Choose a fiduciary advisor who is transparent, qualified, and working for you

Whether you are worried about running out of money or finding meaning in life after your last day in the office, this guide delivers honest, actionable answers to both.

Buy today before the price changes.

"synopsis" may belong to another edition of this title.

About the Author

Jake Falcon is the founder of Falcon Wealth Advisors, a Wealth Management firm that specializes in financial planning and investment management. He has consistently been ranked on Forbes' list of America's Top Next-Gen Wealth Advisors and Best-in-State Wealth Advisors for Kansas. A graduate of the University of Texas at San Antonio, Jake holds the Chartered Retirement Planning Counselor (CRPC) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at the University of Pennsylvania's Wharton School of Business. He also hosts the weekly financial planning podcast Upticks. He and his wife Rachel call Kansas City home.

"About this title" may belong to another edition of this title.

Publisher
Houndstooth Press
Publication date
2024
Language
English
ISBN 10 
1544545231
ISBN 13 
9781544545233
Binding
Paperback
Number of pages
150
Rating
  • 4.50 out of 5 stars
    12 ratings by Goodreads