Don't Retire... Graduate! Workbook: Building a Path to Financial Freedom and Retirement at Any Age - Softcover

Brotman, Eric D.

Softcover

ISBN 10: 1734970146 ISBN 13: 9781734970142

Publisher: Brotman Media Group, LLC, 2021

Synopsis

Start planning for financial independence NOW.

Planning for your future doesn't have a hard start date. It's not something you do at 25 or 45 or 65. It's a journey that begins right now and continues throughout your life. This book makes it easy-no matter where you're starting from.

With detailed and digestible instructions starting from nearly every point--whether you're just starting to save money, are getting out of debt, have already started investing, or are only a few years from retirement-Don't Retire... Graduate! will have you taking baby steps and giant leaps in your financial plan.

Get the education you've been missing and learn:

• The three creative strategies to see your debt balance drop while still increasing your wealth.
• How your risk management plan can protect your financial castle and all who live in it.
• The 12 relationship questions to determine if you should keep or break up with your financial advisor.
• How to maximize your peak earning years with a crash course in retirement accounts and IRAs.
• PLUS 21 extra credit assignments in risk management, financial independence, debt and cash management, and more will take you to the top of the class!

Designed like a college curriculum (without the grades and homework), this guide offers a full syllabus of courses that will help you advance, not retreat, into the perfect retirement plan for you. If you like easy-to-use guides, turning financial challenges into opportunities, and retirement planning like you've never seen before, you'll love Don't Retire... Graduate!

About this title

About the Author

Eric D. Brotman, CFP(R), AEP(R), CPWA(R), is Chairman and Chief Growth Officer of BFG Financial Advisors. He's the author of the award-winning book "Don't Retire...Graduate!" and host of the podcast by the same name. His firm provides comprehensive financial planning and wealth management services for families, and financial wellness programs for companies and their employees. Eric holds a Bachelor of Arts degree from the University of Pennsylvania and a Master of Science in Financial Services from the American College. He is a Certified Financial Planner (CFP(R)) and holds multiple advanced certifications. He is serving on the Board of Trustees for Stevenson University and previously served on the Board of Trustees for the Maryland State Retirement & Pension System as an appointee of former Governor Larry Hogan, and on the Business Advisory Council for former Comptroller, Peter Franchot.

Edition details

• Publisher: Brotman Media Group, LLC
• Publication date: 2021
• Language: English
• ISBN 10: 1734970146
• ISBN 13: 9781734970142
• Binding: Paperback
• Number of pages: 142