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Retirement Reality Check: How to Spend Your Money and Still Leave an Amazing Legacy
HOW TO RETIRE IN A VOLATILE MARKET
Whether you have ten or thirty years until retirement, Josh Jalinski shows you how to maximize your retirement saving and spending plan, while still having something to leave behind for your family, friends, and favorite causes.
Looking at your 401k in a volatile market can lead to panic and poor financial decisions. Even if you have already made some decisions you regret, or you waited until forty-five to think about retirement, there are steps you can take today that will help you reach your financial retirement goals.
Josh Jalinski, host of the popular Financial Quarterback™ radio show, offers his SWAN (sleep-well-at-night) retirement that works for people in all stages of their careers. This proven system for secure retirement planning lets you enjoy your money, and teaches
To challenge fifty years of conventional retirement planning with fresh strategies tailored to today’s volatile economic climate.Tax-saving strategies that maximize the amount of money you have available to spend on experiences, travel, and expenses.Understanding how to identify the right investment portfolio mix for your individual circumstances.How saving cash and different life insurance options help you weather volatility and ensure you can pass wealth on to family members.The truth is, a 401(k) is not enough for most retirees. Its time create a new paradigm, one that will stand up against market volatility and be there when it’s time to enjoy the years you worked to earn.
Whether you have ten or thirty years until retirement, Josh Jalinski shows you how to maximize your retirement saving and spending plan, while still having something to leave behind for your family, friends, and favorite causes.
Looking at your 401k in a volatile market can lead to panic and poor financial decisions. Even if you have already made some decisions you regret, or you waited until forty-five to think about retirement, there are steps you can take today that will help you reach your financial retirement goals.
Josh Jalinski, host of the popular Financial Quarterback™ radio show, offers his SWAN (sleep-well-at-night) retirement that works for people in all stages of their careers. This proven system for secure retirement planning lets you enjoy your money, and teaches
To challenge fifty years of conventional retirement planning with fresh strategies tailored to today’s volatile economic climate.Tax-saving strategies that maximize the amount of money you have available to spend on experiences, travel, and expenses.Understanding how to identify the right investment portfolio mix for your individual circumstances.How saving cash and different life insurance options help you weather volatility and ensure you can pass wealth on to family members.The truth is, a 401(k) is not enough for most retirees. Its time create a new paradigm, one that will stand up against market volatility and be there when it’s time to enjoy the years you worked to earn.
228 pages, Kindle Edition
First published July 30, 2019
42 people are currently reading
25 people want to read
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Displaying 1 - 5 of 5 reviews
July 8, 2021
As soon as I read the author say that Suze Orman, Dave Ramsey, Warren Buffett and the vast numbers of followers of modern portfolio theory were misguided and he had the new answer, I should have run from this book. Instead, I thought ok tell me why the proven methods of the greatest minds in personal finance as well as academia are flawed and why you were able to right their ships. Lets take a look at the major claim of the author. He says the retirement strategy to divide your assets say 60/40 stocks and bonds and withdrawal 4% yearly has run it's course, it doesn't work anymore. I wish the example in the book would have been played out longer then a few years in a sharply down market. If it had, the explosive stock market recovery that followed would have shown the potential of the tried and true method and it's clear success, but looking only at a short period of time isn't fair to describing any strategy.
I finished the book without being sold that the author had outsmarted the so called outdated finance minds with his new ideas. I feel that when someone, particularly someone selling you something, says the tried and true methods won't work anymore cause "it's different THIS time", that's a signal I am being sold something vs. buying something and to turn run the other way.
I finished the book without being sold that the author had outsmarted the so called outdated finance minds with his new ideas. I feel that when someone, particularly someone selling you something, says the tried and true methods won't work anymore cause "it's different THIS time", that's a signal I am being sold something vs. buying something and to turn run the other way.
January 20, 2025
gets you thinking
I certainly do not know the best way to prepare for retirement but this book gave me ideas to think about. Some concepts fit my reality better than others and I thank Josh for helping me plan for the future.
I certainly do not know the best way to prepare for retirement but this book gave me ideas to think about. Some concepts fit my reality better than others and I thank Josh for helping me plan for the future.
April 20, 2022
This book is a must have in your library to teach you about your taking control of your finances for retirement.
January 6, 2022
This was an interesting book. It had some of the regular "common knowledge" information, but it also contained quite a few things which smack in the face of that wisdom. It felt a bit shady and I am not sure I believe most of it. In the end, it intrigued me enough to look into some of the schemes Jalinski supports. We will see.
Displaying 1 - 5 of 5 reviews