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.