Simplify Your Retirement: Timeless Principles To Achieve Financial Peace - Softcover

Stricklin, Stephen

Softcover

ISBN 10: 1599328186 ISBN 13: 9781599328188

Publisher: Advantage Media Group, 2017

Synopsis

First Wisdom, Then Wealth
Many people travel through life without ever creating a financial plan. They may be “too busy” or think it’s “too complicated.” However, having a plan can significantly improve your peace of mind and allow you to pursue your dreams to and through retirement.
In SIMPLIFY YOUR RETIREMENT, Stephen Stricklin addresses those who understand the importance of having a plan and who want freedom from financial worries. He details the “Five Principles of Financial Planning”: 1. No investment decisions outside the context of the plan. 2. The plan determines the products. 3. Don’t let your portfolio take a HIT (health care, inflation, and taxes). 4. Protect the income; grow the rest. 5. Financial peace comes from having a plan.
This book is for people who have investments, but do not have a plan. It’s for people who have a goal to retire, but want to know what to do in order to get there and then enjoy it.

About this title

About the Author

STEPHEN STRICKLIN is the president and founder of Wise Wealth, LLC an independent financial planning firm based out of Kansas City. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds insurance and securities licenses. He is a nationally recognized retirement advisor, a radio program host, a frequent TV guest, and a prolific speaker.

From the Back Cover

First Wisdom, Then Wealth
Many people travel through life without ever creating a financial plan. They may be "too busy" or think it's "too complicated." However, having a plan can significantly improve your peace of mind and allow you to pursue your dreams to and through retirement.
In SIMPLIFY YOUR RETIREMENT, Stephen Stricklin addresses those who understand the importance of having a plan and who want freedom from financial worries. He details the "Five Principles of Financial Planning" 1. No investment decisions outside the context of the plan. 2. The plan determines the products. 3. Don't let your portfolio take a HIT (health care, inflation, and taxes). 4. Protect the income; grow the rest. 5. Financial peace comes from having a plan.
This book is for people who have investments, but do not have a plan. It's for people who have a goal to retire, but want to know what to do in order to get there and then enjoy it.

Edition details

• Publisher: Advantage Media Group
• Publication date: 2017
• Language: English
• ISBN 10: 1599328186
• ISBN 13: 9781599328188
• Binding: Paperback
• Number of pages: 166