Retirement Reality Check Book
Retirement Reality Check shows you how to maximize what you can spend while still leaving significant resources to others. Isn’t that the point? Retirement should be a time to enjoy family, friends, and travel, and support your favorite charitable cause or hobby, without worrying about your financial security.
Challenge 50 years of convention with fresh retirement planning strategies.
Josh Jalinski, host of the popular Financial Quarterback podcast, challenges 50 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.
Free Bonuses for buying Retirement Reality Check!*
(* only available in USA)
Bonus 1:
Maximize My Social Security Consultation
Making correct decisions can mean tens of thousands in extra retirement dollars. Our state-of-the-art software helps you choose the right benefits at the right time. Developed by Laurence Kotlikoff, Boston University Professor of Economics
Bonus 2:
27 Point Financial Game Plan Assessment
We work with our clients to incorporate client data into our protection, growth and savings diagram. It's made up of 27 individual points, letting both clients and advisors see the entire financial life at a glance, making coordination and wealth management a straightforward, uncomplicated process.
Bonus 3:
OnPointe Risk Assessment
OnPointe’s innovative software is a highly intelligent, market-calibrated risk analysis formula that simplifies the complex issues of risk analysis to help my clients understand their goals.