Retirement Reality Check

$14.00

Josh Jalinski, host of the popular Financial Quarterback radio program, challenges 50 years of conventional retirement planning with fresh strategies tailored to today and tomorrow, such as the following:

The old warhorse 401(k) is great but nowhere near enough.
It’s okay to spend some of your IRA money before you are 70 1/2.
You can spend a lot more than 4 percent a year of your savings when you retire.
Don’t shun annuities and whole life insurance policies. Use them cleverly.

Retirement Reality Check shows you how to maximize what you can spend while still leaving significant resources to others. Isn’t that the point? Retirement should be a time to enjoy family, friends, and travel, and support your favorite charitable cause or hobby, without worrying about your financial security.

In this practical book, Jalinski guides you through his proven system for planning a secure retirement that lets you enjoy your money, including

Tax-saving strategies to maximize the amount of money you can spend from your savings.
Understanding the right investment mix, depending on your individual circumstances.
How saving cash and different life-insurance options help you weather market volatility and ensure you can pass wealth on to family members or charitable organizations.

WITH ALL BOOK PURCHASES YOU WILL RECEIVE A 3 PART BONUS ( only available in USA)

The BONUS items are based on the US financial system and are available to residents of the United States.

Bonus 1. Maximize My Social Security Consultation

Making correct decisions can mean tens of thousands in extra retirement dollars. Our state-of-the-art software helps you choose the right benefits at the right time. Developed by Laurence Kotlikoff, Boston University Professor of Economics

Bonus 2. 27 Point Financial Game Plan Assessment

We work with our clients to incorporate client data into our protection, growth and savings diagram. It's made up of 27 individual points, letting both clients and advisors see the entire financial life at a glance, making coordination and wealth management a straightforward, uncomplicated process.

Bonus 3. OnPointe Risk Assessment

OnPointe’s innovative software is a highly intelligent, market-calibrated risk analysis formula that simplifies the complex issues of risk analysis to help my clients understand their goals.

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Important Disclosure Information:
The book "Retirement Reality Check" is a product of Financial Quarterback Books LLC 1400 Hooper Ave Toms River NJ 08753

Copyright ©2011-2023 Jalinski Advisory Group, Inc., All rights reserved.
Advisory services through Wealth Quarterback, LLC(WQL) an SEC Registered Investment Advisor. Each recipient is limited to $1000 in total gifts during any calendar year. Insurance services offered through Jalinski Advisory Group, Inc. Investing may involve the risk of loss of capital and are not FDIC insured. Not a guarantee of any bank or governmental institution.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Wealth Quarterback, LLC (“Wealth Quarterback”) does not serve as an attorney, accountant, or insurance agent. Wealth Quarterback does not prepare estate-planning documents or tax returns, nor does it sell insurance products. As disclosed on its written disclosure Brochure, certain representatives of Wealth Quarterback, in their individual capacities, are licensed insurance agents with Wealth Quarterback’s affiliated insurance agency, Jalinski Advisory Group, Inc. Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wealth Quarterback, is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking should be construed as a current or past endorsement of Wealth Quarterback, by any of its clients. Chief Compliance Officer remains available to address any additional information or questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. Please contact our compliance team at compliance@wealthquarterback.com