Overview

Retirement represents a fundamental shift in your life. Fast Track to Retirement is designed to equip you, the retiree, with information to make good decisions early in the retirement planning process. The Fast Track Retirement system is a complete planning process with many options. In this book we'll discuss: -Running out of money in retirement -Which type of advisor is best for you -Risk tolerance and risk capacity -How to avoid pitfalls and challenges Everyone makes mistakes in their life. Fast Track Retirement helps to inform retirees and potentially avoid the irreversible missteps that could destroy a l lifetime of work and savings.

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9781718869059

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Joe Casey is founder and president of Casey Wealth Consultants. CWC is a financial services firm working to help both retirees and pre-retirees secure their financial legacy. Joe's investment discipline is to help his clients protect their assets, take income and grow their nest egg in the most efficient way. Joe's areas of focus include: Retirement Income Strategies for lifetime paychecks, Social Security Optimization to help clients get the most monthly benefits, Wealth Preservation to protect what clients have spent a lifetime accumulating, Institutional Wealth Management that is designed for low volatility control avoiding the major shifts in the market, Tax Strategies that reduce and/or eliminate taxes, health planning that helps protect assets from nursing home spend down, and wealth transfer to efficiently transfer assets to the next generation. Joe has helped many individuals retire using fundamental principles for proper wealth management. After earning his theology degree from Valor Christian College, Joe went on to complete post-graduate work at Kaplan University where he earned a business degree. He is a Registered Financial Consultant (RFC) with the International Association of Registered Financial Consultants which required coursework in a broad range of financial subjects. He is a licensed insurance professional and holds a Series 65 license.

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