Discover a world full of books!
Add this book to bookshelf
Grey
Write a new comment Default profile 50px
Grey
Read online the first chapters of this book!
All characters reduced
Your Insiders’ Guide to Retirement - The Practical Guide to Transitioning from Working to Retirement - cover

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

CFP Daum, CFP Tudor, Jeff Poole

Publisher: Morgan James Publishing

  • 0
  • 0
  • 0

Summary

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.

Other books that might interest you

  • Delight Your Customers - 7 Simple Ways to Raise Your Customer Service from Ordinary to Extraordinary - cover

    Delight Your Customers - 7...

    Steve Curtin

    • 0
    • 1
    • 0
    Great customer service is rare. In fact, one survey found that while 80 percent of companies described themselves as delivering "superior" service, consumers estimated the number at a mere 8 percent. The problem, according to service expert Steve Curtin, is actually quite simple. When asked what their work entails, most employees list the duties and tasks associated with their position. Very few refer to the true essence of their job, which should be their highest priority-to create delighted customers who will be less price sensitive, have higher repurchase rates, and enthusiastically recommend the company or brand to others. Without this customer focus, all that exists is a transaction-and transactional service does not make a lasting positive impression or inspire loyalty. In Delight Your Customers, Curtin reveals three elements common to all exceptional service experiences. He also makes a compelling case that attention needs to shift from monitoring service activities to modeling, recognizing, and reinforcing the behaviors that actually create happy customers, such as expressing genuine interest, offering sincere compliments, sharing unique knowledge, conveying authentic enthusiasm, providing pleasant surprises, and delivering service heroics when needed. Illustrated with real-world stories and examples, this refreshing guide helps readers everywhere take their customer service from ordinary to extraordinary.
    Show book
  • Berkshire Beyond Buffett - The Enduring Value of Values - cover

    Berkshire Beyond Buffett - The...

    Lawrence Cunningham

    • 0
    • 1
    • 0
    Berkshire Hathaway, the $300 billion conglomerate that Warren Buffett built, is among the world's largest and most famous corporations. Yet, for all its power and celebrity, few people understand Berkshire, and many assume it cannot survive without Buffett. This book proves them wrong. In a comprehensive portrait of the corporate culture that unites Berkshire's subsidiaries, Lawrence A. Cunningham unearths the traits that assure the conglomerate's continued prosperity. Riveting stories of each subsidiary's origins, triumphs, and journey to Berkshire reveal how managers generate economic value from intangibles like thrift, integrity, entrepreneurship, autonomy, and a sense of permanence. Rich with lessons for those wishing to profit from the Berkshire model, this engaging book is a valuable read for entrepreneurs, business owners, managers, family business members, and investors, and it is an important resource for scholars of corporate stewardship. General readers will enjoy learning how an iconoclastic businessman transformed a struggling textile company into a corporate legacy.
    Show book
  • Overcoming Bias - Building Authentic Relationships across Differences - cover

    Overcoming Bias - Building...

    Tiffany Jana, Matthew Freeman

    • 0
    • 3
    • 0
    Control, Conquer, and Prevail! Everybody's biased. The truth is, we all harbor unconscious assumptions that can get in the way of our good intentions and keep us from building authentic relationships with people different from ourselves. Tiffany Jana and Matthew Freeman use vivid stories and fun (yes, fun!) exercises and activities to help us reflect on our personal experiences and uncover how our hidden biases are formed. By becoming more self-aware, we can control knee-jerk reactions, conquer fears of the unknown, and prevail over closed-mindedness. In the end, Jana and Freeman's central message is that you are not the problem—but you can be the solution.
    Show book
  • The Yoga of True Wealth - Wisdom From a Heart on Wall Street - cover

    The Yoga of True Wealth - Wisdom...

    Francis G. Bitterly

    • 0
    • 1
    • 0
    Could it be that the essential missing asset class in the entire investment landscape is about to be enriched with a healthy allocation? That ingredient is nothing less than the human heart and the life changing power of faith and love. The Yoga of True Wealth is as enlightening as it is touching, a blessing to the financial world from one of its own. Readers will be soaked with wisdom from the greatest of such masters as Jesus Christ, Buddha, Krishna, Lao Tzu, Ramana Maharshi, Nisargadatta Maharaj, Thomas Merton and Rumi.  
    “Man is a captive on earth. His body and his mind are his prison bars. And the soul is unconsciously craving to experience once again the freedom that originally belonged to it.” 
    —Rumi —The Masnavi 
    Presented with sincerity, honesty and heart, this is a touching true story replete with the deepest wisdom and most poignant truths. The fact that these golden threads are interwoven in the tapestry of a human life unfolding makes it all the more medicine for the soul. A delightful roadmap to navigate the road less traveled toward a future where perhaps the greatest riches await.
    Show book
  • Manifest $10000 - Learn How to Manifest 10000 by Using the Law of Attraction and Improving Your Money Mindset - cover

    Manifest $10000 - Learn How to...

    Cassie Parks

    • 0
    • 3
    • 0
    To someone on the outside it seems like some people just naturally win the lottery – by a stroke of circumstance, they are a money magnet.  
     In reality, even if money was handed to someone on a silver platter, they have to manage to keep it and allow more in. That has more to do with a strong money mindset than with being lucky.  
     After Cassie Parks realized she could change her money beliefs to become one of “those” people who easily make and keep money, she spent years figuring out exactly how to change her money mindset. Now that she has, her money mindset supports money coming into her life easily and sticking around for the party. Parks has spent the last two years teaching other people how to manifest more money into their lives –whether they were entrepreneurs, employees or unemployed. The step-by-step process Parks teaches is the basis of Manifest $10,000.  
     Directions to the intersection of abundance, mindset, ease, and grace is what you will find in Manifest $10,000. Using inspiring stories about people who have manifested more money into their lives, and providing instructions and analysis about why others haven’t been successful in the past, Parks will guide you through the process of learning to manifest $10,000 into your life in the next 90 days – in a way that feels simple and fun.
    Show book
  • Zen Money Map - Charge Your Worth Pay Yourself First and Fund Your Wildest Dreams - cover

    Zen Money Map - Charge Your...

    Liz Lajoie

    • 0
    • 1
    • 0
    Bridges the gap between nitty-gritty financial, how-to, and bigger picture strategies for successful entrepreneurs
    Empowers readers to use left-brain logic to meet right-brain magic
    Encourages creative entrepreneurs to embrace their numbers and grow a business they love
    Teaches online entrepreneurs how to use their money to their advantage … in and out of their business
    Helps business owners go from money mess to money master
    Features practical steps to building a bridge from business to personal finances
    Shows entrepreneurs how to establish positive money flow and use it to flourish
    Show book