Retirement Finance

Explore the definitive resource for dominating the 401(k) market with Adam J. San Juan's guide, "The Most Honest Book on Prospecting, Selling, and Servicing 401(k) Plans: What I’ve Learned Over 25 Years." With decades of experience, Adam equips financial advisors with essential tools and strategies to excel in this competitive field.

In an era when people live longer and want (or need) to work past the traditional retirement age, the Vita Needle Company of Needham, Massachusetts, provides inspiration and important lessons about the value of older workers. Vita Needle is a family-owned factory that was founded in 1932 and makes needles, stainless steel tubing and pipes, and custom fabricated parts. As part of its unusual business model, the company seeks out older workers; the median age of the employees is seventy-four.

We spend most of our adult lives working to be able to enjoy our retirement but forgetting that life was meant to be enjoyed in the here and now. But what if I told you that you didn’t have to live that way? What if I said you could work smarter rather than harder, retire early if you want to, travel the world, and make all of your dreams for the future a reality?

Common retirement strategies don’t work! Learn why bonds and annuities fail to create a successful retirement. You need a retirement strategy to help you survive and thrive in retirement. Freeman Linde, Certified Financial Planner™ and retirement planning specialist, unpacks why traditional strategies won’t overcome life’s largest obstacles.

Wise Retirement presents fact-based and thoroughly researched strategies for how annuities work with other investment tools to provide the foundation for a secure retirement plan. It addresses how annuities insure your retirement, how they offset the destruction caused by Bear Markets, how to understand the differences in annuities, and how annuities work within your overall retirement strategy. Finally, it provides real-life examples of how annuities can be structured for income, wealth accumulation, tax mitigation, and other scenarios.

In this book you will discover what secrets lie ahead for you in budgeting your funds, in saving, in tracking your spending habits.

Dr. David Phelps examines inflation throughout history and the factors driving inflation today and explains why the government needs inflation to fund its reckless borrowing and nanny-state promises. While many are unprepared for inflation and its devastating effects, Dr. Phelps exposes how the Great Wealth Transfer has begun and the proven steps you can take to protect your wealth.

The premise of this book is that where we are headed economically is predictable. Economic cycles and money cycles have existed for 2,500 years. I have concluded from my study of economic history that where we are today economically speaking and where we go from here is as predictable as the sun rising and setting each day.

Prepare for the retirement you've always dreamed of with the "Retire with Joy and Financial Freedom Bundle." This comprehensive collection of audiobooks provides you with the guidance and insights needed to navigate the path to a secure and fulfilling retirement.

Uncomplicating Financial Education: Master Your Finances and Build a Prosperous Future! Achieve the freedom and security you've always dreamed of with this complete guide to financial education.

If you're approaching 65 and feeling overwhelmed by Medicare's initial enrollment process, this book will guide you through each step, ensuring you don't miss critical deadlines or coverage opportunities. Learn how to dodge common pitfalls that lead to high penalties and fees, a must-listen for those new to Medicare.

I first heard the acronym FI-RE in 2006. A lot has changed in 18 years. There are changes to the economic environment that financial independence seekers need to grasp. For many young people, life advice from traditional mainstream sources is frequently beneficial to everyone but the young workers themselves. Employees are lines in Excel. Freelancers get told they don’t know squat by well-credentialled crooks who then pick the freelancer’s brains and demand free products.

You will learn how to spend your time making money and building a business, where the money you earn will keep producing residual income forever.

Are you tired of watching your hard-earned retirement accounts lose value due to market volatility? Do you worry about not having enough income to cover your bills as the years go by? Safe Money Retirement: Your Game Plan for Success answers these tough questions and many others in an easy to listen and understand style.

Most people think that life after retirement would mean relaxing on the couch watching TV and doing nothing else. As a result, they stop progressing and they no longer develop their social network, do meaningful activities or keep themselves in good, physical shape. This often leads retirees to ultimate boredom, disappointment and even depression. But what if you began to look at retirement as an opportunity for you to do the things you've always wanted to?

Offering insight into self-managing some, or all, of a retirement portfolio, this book discusses the necessary information for those approaching retirement, as well as those already in retirement. It also offers ideas about what things to consider before making investments within a retirement portfolio.

After advising hundreds of clients over the last 20 years, investment advisor and financial guru Jenny Jones has decided to compile the five most critical mistakes that retirees continue to make headed towards their retirement exit. He thinks planning for retirement can be difficult, but it does not have to be with the right tools and resources. Jenny's mission of educating 500,000 retirees before he retires is an ambitious one, but he thinks the newly launched my retirement exit learning network will assist in that effort.

As you approach retirement, questions begin to stack up that you may not have the answers for: Do I have enough, or will I run out of money later in life? What will happen to my spouse if I die? How do I avoid costly mistakes and maximize my resources going forward? More than anything, you want to know: Am I going to be OK? These questions exist because preparing for retirement is not easy. You're not sure which advisors to trust, you worry about being sold a product for the wrong reasons, and above all, it's daunting to lay bare your financial secrets to another person.

This audiobook tells 15 short stories about people living at Burnside Retirement Village. Retirees buy into the community to socialize and appreciate the peace and quiet. WRONG! It's where over 55 year olds go who are bored, who enjoy a good fight, hate authority, argue like hell, question every rule and regulation, love to interfere in the lives of others and, of course, it is where those who create stories about such people live!

Βυθιστείτε στον συναρπαστικό κόσμο των αυτοκατευθυνόμενων λογαριασμών συνταξιοδότησης με αυτό το απαραίτητο βιβλίο. Ανακαλύψτε τις στρατηγικές για τη σωστή διαχείριση των SDQAs, IRAs, SoloKs και ROBS που αποτρέπουν απαγορευτικές συναλλαγές και διανομές. Με καθοδήγηση από έναν πρώην τραπεζίτη που μοιράζεται την πρακτική του εμπειρία, αυτό το βιβλίο παρέχει σαφείς και συνοπτικές λύσεις για να εξασφαλίσετε τη μεταβίβαση της περιουσίας σας με επιτυχία.