Your Insiders' Guide to Retirement
ByPublisher Description
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 realizing those goals requires more steps than people realize.
serves as a mentor for retirees written by three advisors who have helped many down this path countless times with a proven system in place. With a combined seventy-five years of experience in financial services, Troy Daum, R.J. 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.
"A groundbreaking book." —
"Written with encouraging anecdotes and sound advice, this book serves as a guide to help readers outline the life they want to live during retirement." —
"Show[s] why having the right advisor will make all the difference between living with financial worries and having a life of financial independence." —Peter Mangan, CEO, Shareholders Service Group
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About Troy B. Daum
Troy B. Daum, CFP®, is the principal and founder of Wealth Analytics. He has over thirty years of experience in financial services. Daum has played a visible role in building the financial planning and investment management profession in San Diego and he served as the first president and chairman of the San Diego chapter of the Financial Planning Association. He is a certified financial planner, chartered financial consultant, and a chartered life underwriter. Daum is married with three grown children and currently resides in San Diego, California.
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