Overview

Dispels the ""save more, sacrifice more, settle for less"" retirement plans promoted by traditional financial planners Helps readers avoid the Savings Gap Trap, which is the result of applying only the saving and investing model provided by the Certified Financial Planner Board of Standards Reminds readers their life is more than a math problem and equips them to look more holistically at the retirement they want rather than just the money they need Provides retirement advice that aligns with the modern individual's preference for living healthier and being more active, connected, and experience focused Helps aspiring retirees, particularly baby boomers, see the road to retirement as a relationship rather than a date -- most run from work rather than toward retirement.

Full Product Details

9781683505730

Table of Contents

Reviews

Author Information

Roger Whitney is a practicing financial planner with over 25 years experience walking life with clients. He developed an Agile Retirement Management System focused on helping people make the most of the only life they have. He is past instructor of the Retirement Planning & Employee Benefits CFP certificate program at University of Texas Arlington and of Wealth Management at Texas Christian University.

Tab Content 6

Customer Reviews

Recent Reviews

Countries Available