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

Daum CFP, Troy B.; Tudor CFP, Gordon; Poole, Jeff

ISBN 10: 1642792748 ISBN 13: 9781642792744

Publisher: Morgan James Publishing, 2019

Synopsis

Your Insiders’ Guide to Retirement sheds surprising light on the necessary financial planning for a secure retirement.

Are you ready to retire, but are afraid of running out of money? Do you know who to trust? People imagine retirement as learning new things, challenging themselves, giving back as a mentor, spending their days with family and friends, or filling them with exciting adventures. The vision is the beginning but getting to that destination requires more steps than people realize. Your Insiders’ Guide to Retirement serves as a mentor for retirees and as a guide who has been down this path countless times with a proven system in place. With a combined 75 years of experience in financial services, Troy Daum, RJ Gordon Tudor, and Jeff Poole explore why people are fed up with the scandals of Wall Street, Brokerages, and insurance companies. They introduce readers to an exciting new profession where companies act as a fiduciary. They present a paradigm shift in the financial services space and emphasize the importance of why retirees must understand and have a financial plan―and how they, too, can follow the path to an amazing retirement journey.

About this title

About the Author

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.

Edition details

• Publisher: Morgan James Publishing
• Publication date: 2019
• ISBN 10: 1642792748
• ISBN 13: 9781642792744
• Binding: Library Binding
• Language: English
• Number of pages: 154