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

This is a book for anyone who is ready to find financial security and peace of mind.

Secure your financial future with a comprehensive guide to retirement planning.
In today's fast-paced world, it's more crucial than ever to have a solid financial plan in place for retirement. Yet, many people are unsure where to start or how to navigate the complexities of retirement planning. This indispensable book aims to bridge that gap, providing readers with the knowledge and tools they need to set themselves up for success in retirement.

Authors Troy Daum, RJ Gordon Tudor, and Jeff Poole are financial mentors that leverage their extensive expertise in financial services to demystify the retirement planning process. With their combined 75 years of experience, they break down complex financial concepts into easy-to-understand strategies that readers can implement right away. Through relatable anecdotes and practical advice, they even address common fears and uncertainties surrounding retirement, Wall Street, brokerages, and insurance agencies.

Inside readers will learn:

• How to create a personalized retirement plan tailored to their unique goals and circumstances
• Strategies for maximizing retirement savings and minimizing taxes
• Tips for managing investment portfolios and building wealth over time
• Techniques for navigating common retirement pitfalls and avoiding costly mistakes
• How companies can act as a fiduciary
• Insights into the importance of estate planning and protecting assets for future generations

 
Whether you're a young professional just starting to think about retirement or are already well on your way, "Your Insiders Guide to Retirement" offers invaluable guidance and practical advice for securing your financial future. Don't leave your retirement to chance—get your copy today and take control of your hard earned money to achieve exactly how you wish to live your retired life with financial confidence.

About this title

About the Authors

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.

R.J. “Gordon Tudor” CFP® has over 27 years in the financial planning wealth management industry. Before transitioning to the financial industry, Gordon spent 10 years as a commercial real estate broker. He is the past President and Chairman of the Financial Planning Association of San Diego, where he formed a non-profit organization called Financial Independence Training (FIT) which, still to this day, provides financial education to the men and women of the military. Currently, Gordon and his wife call Encinitas, California home, and their three grown boys have all started their own exciting careers.

Jeff Poole has over 19 years of experience in the investment services industry. A graduate of Chapman University in Business Administration and a licensed investment professional, Jeff specializes in portfolio asset allocation and risk analysis. He is an active volunteer in multiple community outreach programs, including Family Assistance Ministries and Boy Scouts of America. Jeff enjoys family time with his wife and three kids where they currently reside in San Clemente, CA.

Edition details

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