Retirement Reality Check

How to Spend Your Money and Still Leave an Amazing Legacy
CD - unabridged
Audio (4 discs)
Product Number: BN14465
Released: Jul 30, 2019
Business Term: Purchase
ISBN: #9781721384839
Narrator/s: Jakob Lewis
Publisher: Brilliance Audio
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" A groundbreaking new retirement strategy to maximize enjoyment of family, friends, and travel, while still leaving a significant legacy for your favorite charitable cause or hobby. From the host of the popular Financial Quarterback radio program. Josh Jalinski, host of the popular Financial Quarterback radio program, challenges fifty years of conventional retirement planning with fresh strategies tailored to today and tomorrow, such as the following: The old warhorse 401(k) is great but nowhere near enough. It's okay to spend some of your IRA money before you are 70 1/2. You can spend a lot more than 4 percent a year of your savings when you retire. Don't shun annuities and whole life insurance policies. Use them cleverly. Retirement Reality Check shows you how to maximize what you can spend while still leaving significant resources to others. And isn't that the point? Retirement should be a time to enjoy family, friends, travel, and support your favorite charitable cause or hobby, without worrying about your financial security. In this practical new book, Jalinski guides you through his proven system for planning a secure retirement that lets you enjoy your money, including Tax-saving strategies to maximize the amount of money you can spend from your savings. Understanding the right investment mix, depending on your individual circumstances. How saving cash and different life insurance options help you weather market volatility and ensure you can pass wealth on to family members or charitable organizations. "

All formats/editions

Author(s): Josh Jalinski
Narrator(s): Jakob Lewis, Gabe Wicks
Product Number Z100145644
Released: Jul 30, 2019
Business Term: Purchase
ISBN: #9781400215959
Author(s): Josh Jalinski
Product Number EB00744265
Released: Jul 30, 2019
Business Term: 26 Circ
ISBN: #9781400212156

Professional reviews

"After Gabe Wicks's strong voice delivers the brief forward, Public Radio storyteller and voice pro Jakob Lewis presents this accessible lesson with beguiling charm and comfortable authority. He's a good fit to perform Josh Jalinski's seductive writing, which sets up his advice as a contrarian alternative to the guidance people usually hear about retirement planning. As host of a financial radio program, the author writes with a deep well of experience and knowledge. He's good at distilling the logic of finance into prescriptions that are instantly clear. With strategies that are conservative and not intimidating (life insurance, annuities, tax avoidance), he's sensitive to the real-life circumstances and tolerances that retired people have. The result is a hands-on personal finance guide that doesn't overlook the need for people to enjoy their lives while they prepare for the future. T.W. © AudioFile 2019, Portland, Maine"

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