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Retiring Right: Smart Steps for Exiting Corporate America - Softcover

Falcon, Jake

 
9781544545233: Retiring Right: Smart Steps for Exiting Corporate America
Softcover
ISBN 10: 1544545231 ISBN 13: 9781544545233
Verlag: Houndstooth Press, 2024

Inhaltsangabe

You spent decades building a career that defined you. Now retirement is coming, and the plan you have not made yet could cost you everything.

Retiring Right gives high-earning corporate professionals a clear, practical roadmap to exit the workforce with confidence, covering the financial mechanics and the identity anxiety that nobody warns you about.

  • Design a retirement lifestyle that answers the question of what you will actually do with your freedom
  • Master retirement tax planning across multiple accounts using smart asset location strategies
  • Optimize your Social Security claim timing to maximize lifetime income
  • Navigate Medicare planning and unlock the power of an HSA investment strategy
  • Build a dynamic withdrawal strategy that adapts year by year
  • Protect your family with straightforward living trust and estate planning guidance
  • Choose a fiduciary advisor who is transparent, qualified, and working for you

Whether you are worried about running out of money or finding meaning in life after your last day in the office, this guide delivers honest, actionable answers to both.

Buy today before the price changes.

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Über die Autorin bzw. den Autor

Jake Falcon is the founder of Falcon Wealth Advisors, a Wealth Management firm that specializes in financial planning and investment management. He has consistently been ranked on Forbes' list of America's Top Next-Gen Wealth Advisors and Best-in-State Wealth Advisors for Kansas. A graduate of the University of Texas at San Antonio, Jake holds the Chartered Retirement Planning Counselor (CRPC) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at the University of Pennsylvania's Wharton School of Business. He also hosts the weekly financial planning podcast Upticks. He and his wife Rachel call Kansas City home.

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Verlag
Houndstooth Press
Erscheinungsdatum
2024
Sprache
Englisch
ISBN 10 
1544545231
ISBN 13 
9781544545233
Einband
Taschenbuch
Anzahl der Seiten
150
Kontakt zum Hersteller
preigu GmbH & Co. KG
mail@preigu.de

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