Retirement Thought Leaders
Author: Mark Edward Gaffney
Publisher:
Published: 2020-05-15
Total Pages:
ISBN-13: 9781952233159
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Retirement Thought Leaders: A Modern Guide To Retiring In The New Economy
Author: Mark Edward Gaffney
Publisher:
Published: 2020-01-19
Total Pages: 108
ISBN-13: 9781947480988
DOWNLOAD EBOOK →In this modern economy, retirement planning can be a complex task. Every retirement plan needs to be unique. When you meet with a financial advisor, what are the right questions to ask? This book is designed to be food for thought. The information is for retirement education purposes only. Naturally views differ amongst professionals, and these eight authors do not necessarily agree with each other and do not necessarily endorse the views of the other authors in the book. If expert retirement assistance is required, the services of appropriate financial, accounting, and legal professionals should be sought.
Modern Retirement Strategies
Author: Comp Financial Industry Thought Leaders
Publisher:
Published: 2020-10-15
Total Pages: 148
ISBN-13: 9781945446979
DOWNLOAD EBOOK →A Compilation of Financial Industry Thought Leaders: Donald Albach, President, Millstone Financial Group Jamie Baraldi, Founder and CEO, Peak Wealth Partners John Davenport, President, Davenport & Associates Grant Dorhout, Founder and President, Dorhout Retirement Services Rick Durkee, President, Founder, and CIA, Coastal Financial Planning Group Billy Evans, Founder and CEO, Evans Financial Services Bryan Foster, CEO, BFFinancial Carol Carroll, Senior Vice President, BFFinancial Ben Fuchs, Founder, Fuchs Financial Victor Gray, Founder, Victor Gray Financial Services Michael Russo, Chief Financial Officer, Millstone Financial Group Paul Taylor, Founder, Capital Advisory Group "Get excited about financial planning for your future with 'Modern Retirement Strategies'." - Bob Proctor, Author of the International Best Seller, "You Were Born Rich", World-Renowned Speaker, and Featured Expert in "The Secret" "This book is your guide to creating a simple, reliable financial plan for you and your loved ones." - Dr. Zayd Abdul-Karim, Author of the No. 1 Amazon Bestseller, "Engage!: To Create Super Performance and Profitability", Speaker, and Mentor "It's your life and your money, so plan ahead with 'Modern Retirement Strategies'." - Dan Fowler, Sales Executive, Small-to-Medium Business Sales Consultant, Executive Coach, and Author of Strategic Growth in Inside Sales
Retirement by Design
Author: Ida Abbott
Publisher: Simon and Schuster
Published: 2020-03-10
Total Pages: 264
ISBN-13: 1646040589
DOWNLOAD EBOOK →Find out how harnessing the powerful business principles of design thinking can make retirement your best chapter in life. There is no one right time or way to retire. Retirement is a major life transition; but if you spend the time designing a future filled with promise and possibilities, the prospect can be utterly exciting and revitalizing. In Retirement by Design, professional mentor and coach Ida Abbott shows you how the innovative business principles behind design thinking can be applied to plan a rich, fulfilling, and more meaningful retirement. Her guided workbook uses a business-like approach to leaving business, making your switch much smoother and less jolting. Whether you’re considering a new place to settle down, working through financial planning, strategizing how to unwind a business, or deciding on which organizations you want to stay engaged with, making critical decisions takes a lot of organization, thought, and planning. Abbott shows how the five principles of design thinking will revolutionize your retirement-planning process: Empathy: Get inside the shoes of your future self. What will be important to that version of you? Define: Hone in on what is and will be most critical for you to focus on (whether it’s volunteering, family, activities, or skills). Ideate: Draw, scribble, brainstorm, and throw around as many different retirement scenarios as you can come up with. Prototype: If retiring across the country in Arizona sounds perfect—try it out first. Come up with opportunities to test out your scenarios with short trips and trial time off. Test: This is the fun part—get back to the drawing board and try more retirement scenarios (and future versions of yourself) before sitting down to make those life-changing decisions. The new and innovative, self-coaching approach of Retirement by Design helps you spearhead and navigate a major next step in life. Whether your retirement is 10 years away or swiftly approaching, this workbook ensures you will create a future that is perfectly tailored to you.
The Allocator’s Edge
Author: Phil Huber
Publisher: Harriman House Limited
Published: 2021-11-30
Total Pages: 341
ISBN-13: 0857197932
DOWNLOAD EBOOK →We are entering a golden age of alternative investments. Alternative asset classes including private equity, hedge funds, catastrophe reinsurance, real assets, non-traditional credit, alternative risk premia, digital assets, collectibles, and other novel assets are now available to investors and their advisors in a way that they never have been before. The pursuit of diversification is not as straightforward as it once was — and the classic 60/40 portfolio may no longer be sufficient in helping investors achieve their most important financial goals. With the ever-present need for sustainable income and risk management, alternative assets are poised to play a more prominent role in investor portfolios. Phil Huber is the Chief Investment Officer for a multi-billion dollar wealth management firm and acts as your guide on a journey through the past, present, and future of alternative investments. In this groundbreaking tour de force, he provides detailed coverage across the spectrum of alternative assets: their risk and return characteristics, methods to gain exposure, and how to fit everything into a balanced portfolio. The three parts of The Allocator’s Edge address: 1. Why the future may present challenges for traditional portfolios; why the adoption of alternatives has remained elusive for many allocators; and why the case for alternatives is more compelling than ever thanks to financial evolution and innovation. 2. A comprehensive survey of the asset classes and strategies that comprise the vast universe of alternative investments. 3. How to build durable and resilient portfolios that harness alternative assets; and how to sharpen the client communication skills needed to establish proper expectations and make the unfamiliar familiar. The Allocator’s Edge is written with the practitioner in mind, providing financial advisors, institutional allocators, and other professional investors the confidence and courage needed to effectively understand, implement, and translate alternatives for their clients. Alternative investments are the allocator’s edge for the portfolios of tomorrow — and this is the essential guide for advisors and investors looking to seize the opportunity.
Wealth Regeneration at Retirement
Author: Kaycee Krysty
Publisher: John Wiley & Sons
Published: 2012-09-07
Total Pages: 132
ISBN-13: 1118330579
DOWNLOAD EBOOK →Tailoring retirement for successful business leaders Traditional retirement planning fails to meet the needs of wealthy baby boomers, particularly those who are business leaders. There is no “one size fits all” answer. Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative – one that acts more like a GPS. The authors, Kaycee Krysty and Bob Moser, leaders of the highly regarded Seattle-based wealth management firm, Laird Norton Tyee, use a proprietary discipline, Wealth Regeneration®, to calculate the route to retirement and beyond for those at the top. The authors challenge successful boomers to redefine retirement on their own terms. They outline a process to create a sustainable plan to achieve retirement objectives. Their years of experience in counseling CEO’s and business founders through transitions is reflected throughout. For many successful boomers, the answer to the prospect of retirement has been, “I’d rather not.” Yet change is inevitable. Wealth Regeneration at Retirement provides a thoughtful and thorough way for leaders to move onward. Describing Wealth Regeneration in a digestible, actionable format, the book provides the framework, tools, and techniques that successful baby boomers and their advisors need to incorporate this innovative approach for a lifetime of leadership and legacy. Packed with learning aids, including graphics, diagrams, worksheets and exercises, the book helps readers build a unique life plan that is about more than simply retirement. The book includes: A proprietary approach to retirement planning that changes seamlessly when times and circumstances change A four component methodology - Where You Are; What You Want; What to Do; and Make it Happen – to ensure continuous feedback, accountability, and measurement of lifetime goals Retirement planning expertise from wealth management firm Laird Norton Tyee Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership is artfully illustrated and filled with practical advice for wealthy baby boomers and the financial advisors they rely on. It explains exactly how to build a personalized and sustainable plan for retirement no matter where life may lead.
Rightsourcing Retirement: Best Practices For Employers And Employees
Author: Retirement Coaches Association
Publisher:
Published: 2020-01-06
Total Pages: 168
ISBN-13: 9781951915018
DOWNLOAD EBOOK →It's Time To Boldly Reset The Workforce Horizons Around RetirementFinally, a book ahead of its time that recognizes the comprehensive needs of both the employer and employees in transition. This book affirms what both side want but struggling to find the right balance with. Get ready for a dynamic approach that ensures workplace stability and employee experience by: Modernizing the retirement conversation with new insights, research, and directionShowcasing the new roles and opportunities organizations have to make a positive impact on an aging workforceExpanding traditional retirement planning to include more personal aspects of life after work and mindset that employees need in the transitionAddressing key issues like career legacy, workplace identity, and moreThis is what happens when you bring together a group of industry experts, thought leaders, and retirement pioneers who are committed to shifting paradigms and altering the course of traditional retirement. It's game-changing book that is both timely and essential to the future of workplace transitions.
The Entrepreneur's Guide to Financial Well-Being
Author: Wayne B. Titus Cpa
Publisher: Lioncrest Publishing
Published: 2019-03-07
Total Pages: 178
ISBN-13: 9781544512365
DOWNLOAD EBOOK →As an entrepreneur, you have the passion and persistence to turn your visions into reality. But that doesn't mean you have the financial expertise to grow and scale a company or create long-term wealth for your family. To ensure a thriving future, you need a trustworthy adviser with a clear process.In The Entrepreneur's Guide to Financial Well-Being, Wayne Titus draws on his personal experiences and professional background to walk you through finding and building a dependable, communicative relationship with an adviser who has a holistic viewpoint. He also shows you how to partner with someone who will understand the savings strategies of top entrepreneurs and ensure that all aspects of your portfolio-including investing, wealth transfer, enhancement, protection, and charitable gifting-receive proper attention. Your business is personal. With the right person to watch your financial back, you'll have the freedom to focus on what really matters to you: your family, goals, and company.
The Role of Social Security, Defined Benefits, and Private Retirement Accounts in the Face of the Retirement Crisis
Author: United States. Congress. Senate. Committee on Finance. Subcommittee on Social Security, Pensions, and Family Policy
Publisher:
Published: 2013
Total Pages: 144
ISBN-13:
DOWNLOAD EBOOK →Deciding Where to Live
Author: Melissa G. Ocepek
Publisher: Rowman & Littlefield
Published: 2020-10-16
Total Pages: 343
ISBN-13: 1538139707
DOWNLOAD EBOOK →Deciding Where to Live: Information Studies on Where to Live in America explores major themes related to where to live in America, not only about the acquisition of a home but also the ways in which where one lives relates to one’s cultural identity. It shows how changes in media and information technology are shaping both our housing choices and our understanding of the meaning of personal place. The work is written using widely accessible language but supported by a strong academic foundation from information studies and other humanities and social science disciplines. Chapters analyze everyday information behavior related to questions about where to live. The eleven major chapters are: Chapter 1: Where to live as an information problem: three contemporary examples Chapter 2: Turning in place: Real estate agents and the move from information custodians to information brokers Chapter 3: The Evolving Residential Real Estate Information Ecosystem: The Rise of Zillow Chapter 4: Privacy, Surveillance, and the “Smart Home” Chapter 5: This Old House, Fixer Upper, and Better Homes & Gardens: The Housing Crisis and Media Sources Chapter 6: A Community Responds to Growth: An Information Story About What Makes for a Good Place to Live." Chapter 7: The Valley Between Us: The meta-hodology of racial segregation in Milwaukee, Wisconsin Chapter 8: Modeling Hope: Boundary Objects and Design Patterns in a Heartland Heterotopia Chapter 9: Home buying in Everyday Life: How Emotion and Time Pressure Shape High Stakes Deciders’ Information Behavior Chapter 10: In Search of Home: Examining Information Seeking and Sources That Help African Americans Determine Where to Live Chapter 11: Where to Live in Retirement: A Complex Information Problem While the book is partly about the goal-directed activity of individuals who want to buy a house, and the infrastructure that supports that activity, it is also about personal activities that are either not goal directed or are directed at other goals such as deciding in which geographic location to live, personal entertainment, cultural understanding, or identity formation.
