You're Retired...Now What?: Discovering & Funding Your Purpose-driven Retirement - Hardcover

Brede, Debra

Hardcover

ISBN 10: 1946633631 ISBN 13: 9781946633637

Publisher: Forbes Books, 2020

Synopsis

Countless books have been written about planning for retirement. This one is about managing your wealth during retirement.
The shift from work to retirement changes things. Maximizing the impact of your money―for yourself, your family, and the causes you care about―requires thoughtful, strategic management.
This book shares strategies I apply every day in serving retired clients with at least $1 million to invest―strategies I carefully tailor to each client’s goals. I’ve developed the ability to create such strategies across more than thirty years in the industry.
This book shares • the wealth management strategies I use with my high-net-worth clients’ portfolios; • the lessons I have learned advising clients on their investments over thirty years of bull and bear markets; • important questions to ask yourself before and after retiring; and • advice for those seeking a more fulfilled retirement.
*Securities and advisory services offered through Commonwealth Financial Network®, FINRA (www.finra.org) / SIPC (www.sipc.org), a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA . No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

About this title

About the Author

DEBRA K. BREDE founded D.K. Brede Investment Management Company in 1990, where her clients have always been her number-one priority. A Barron’s Hall of Fame Advisor, Debra has been helping high-net-worth individuals, business owners, and retirees pursue their financial goals for more than thirty years. Debra has become nationally recognized as a top financial advisor by numerous publications, including Financial Times, Forbes, and Barron’s, which has named her among the Top 100 Women Financial Advisors nationwide for fourteen consecutive years. She is also a frequent media commentator on investment-related topics and has been featured in Barron’s, The Wall Street Journal, The New York Times, Business Week, and Bloomberg, and has also made appearances on CNBC, Fox Business, and NBC Nightly News.

Edition details

• Publisher: Forbes Books
• Publication date: 2020
• Language: English
• ISBN 10: 1946633631
• ISBN 13: 9781946633637
• Binding: Hardcover
• Number of pages: 200