Synopsis
DISCOVER SECRETS TO KEEP FROM RUNNING OUT OF MONEY IN RETIREMENT “Everything should be made as ‘simple’ as possible, but not simpler.” - Albert Einstein Learn from financial insiders and hear from five financial experts about little-known retirement strategies. These techniques can be used to help keep you from running out of money in retirement. We’ve called the book “Your Retirement Made Simple” because too many people make retirement planning something that is way too complicated. They use too many technical terms and financial insider “jargon”. We call this “technobabble”. It’s not easy to use simpler terms when discussing financial topics. But in this book, we have tried to convey strategies and techniques using language and a format that you can understand. Using “Simpler” language, but not too simplistic. That is the gist of what Albert Einstein was talking about. Have you read any financial books that you never finished? Was it because they were too boring? Or perhaps they were too complicated to understand? Many books are also just too long. In this book we have brought you expertise from five different retirement experts. We have kept the book short and used an “interview” style format which is easy to read. In addition, we have tried to make the concepts as simple to understand as possible. Our hope is that you find this format easier to understand and “simpler” to read and digest. Each of the five authors of this book has some valuable insights to share with you to help you on your journey towards “Your Retirement Made Simple”. We hope you enjoy this book. Please visit our website at: www.YourRetirementMadeSimple.com to give us your feedback and to download some FREE resources related to this book. Thanks and Happy Planning!
About the Author
Timothy J. Turner, JD founded Torrid Technologies in 1993 and has designed financial planning software programs including RetirementView(r) and WebCalcs(r). RetirementView is used by advisors at firms like LPL, NEXT, OneAmerica, and Lincoln Financial. His WebCalcs(r) software has been used by millions on websites for Pacific Life, AXA, The Hartford, TIAA-CREF, JANUS, MFS, The MONY Group, MassMutual, and Sun Life. Tim graduated from Boston Univ. as a Trustee Scholar with a B.S. in Electrical Engineering, Summa Cum Laude and from NCCU Law School, Magna Cum Laude. Chuck Price, CRFA, CSA is President of Price Financial Group Wealth Management, Inc. a Registered Investment Advisory Firm (RIA). For over 40 years he has helped clients employ comprehensive planning strategies to help clients increase income, reduce taxation, and never run out of money in retirement. He is the Author of the book "Investing Simplified" and is co-host on the longest running Live Financial Talk Show in America with a Financial Advisor, Estate Planning Attorney and a CPA, broadcasted out of Portland, Oregon every Saturday 8am PST and on the web: www.InvestingSimplifiedRadio.com Daryl Shankland has been guiding clients in their investment decisions since 1980, encompassing both good times and bad. Her broadcasting background has helped her communicate complex, quickly changing information to clients in a manner that they can understand. Daryl has been a frequent commentator on financial matters on television and radio. She served as branch manager of the Quincy, Illinois Smith Barney branch for many years before leaving to start her own firm. As an Accountant and a graduate of the College of Financial Planning in Denver, Colorado, Buddy Nidey applies his strong analytical to his work as an investment advisor representative. He enjoys coordinating clients' investment portfolios with solid financial planning that takes income taxes, diversification and safety into consideration. Bud also assists clients with income tax preparation, health, life and long term care insurance. Joe Pereira supports the retirement lifestyle plans of pre-retirees and retirees with financial planning strategies that focus on growth with preservation of capital. As President of Legacy Planning, Inc. in Miami, Florida he has personally assisted hundreds of families to wisely protect their assets and pay less income tax along the way. Joe has over 30 years of accounting and planning experience.
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