Title: Your Insiders? Guide to Retirement: The Practical Guide to Transitioning from Working to Retirement
Publisher: Morgan James Publishing
Publication Date: 2019
Language: English
ISBN 10: 1642792721
ISBN 13: 9781642792720
Binding: Soft cover
Condition: New

About this title

Synopsis

Your Insiders’ Guide to Retirement sheds surprising light on the necessary financial planning for a secure retirement.

Are you ready to retire, but are afraid of running out of money? Do you know who to trust? People imagine retirement as learning new things, challenging themselves, giving back as a mentor, spending their days with family and friends, or filling them with exciting adventures. The vision is the beginning but getting to that destination requires more steps than people realize. Your Insiders’ Guide to Retirement serves as a mentor for retirees and as a guide who has been down this path countless times with a proven system in place. With a combined 75 years of experience in financial services, Troy Daum, RJ Gordon Tudor, and Jeff Poole explore why people are fed up with the scandals of Wall Street, Brokerages, and insurance companies. They introduce readers to an exciting new profession where companies act as a fiduciary. They present a paradigm shift in the financial services space and emphasize the importance of why retirees must understand and have a financial plan―and how they, too, can follow the path to an amazing retirement journey.

About the Authors

Troy B. Daum, CFP�, is the principal and founder of Wealth Analytics. He has over thirty years of experience in financial services. Troy has played a visible role in building the financial planning and investment management profession in San Diego and he served as the first President and Chairman of the San Diego chapter of the Financial Planning Association. He is a Certified Financial Planner™, Chartered Financial Consultant, and a Chartered Life Underwriter. Troy is married with three grown children and currently resides in San Diego, California.

R.J. “Gordon Tudor” CFP� has over 27 years in the financial planning wealth management industry. Before transitioning to the financial industry, Gordon spent 10 years as a commercial real estate broker. He is the past President and Chairman of the Financial Planning Association of San Diego, where he formed a non-profit organization called Financial Independence Training (FIT) which, still to this day, provides financial education to the men and women of the military. Currently, Gordon and his wife call Encinitas, California home, and their three grown boys have all started their own exciting careers.

Jeff Poole has over 19 years of experience in the investment services industry. A graduate of Chapman University in Business Administration and a licensed investment professional, Jeff specializes in portfolio asset allocation and risk analysis. He is an active volunteer in multiple community outreach programs, including Family Assistance Ministries and Boy Scouts of America. Jeff enjoys family time with his wife and three kids where they currently reside in San Clemente, CA.

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