Book
You're retired ... now what? : discovering & funding your purpose-driven retirement
"This book shares strategies I apply every day in serving retired clients with at least $1 million to invest--strategies I ... tailor to each client's goals ... [It discusses] the wealth management strategies I use with my high-net-worth clients' portfolios; the lessons I have learned advising clients on their investments over thirty years of bull and bear markets; important questions to ask yourself before and after retiring; and advice for those seeking a more fulfilled retirement"--Dust jacket flap.
Record details
- ISBN: 9781946633637
- ISBN: 1946633631
- Physical Description: 174 pages : charts ; 23 cm
- Publisher: Charleston, South Carolina : ForbesBooks, [2019]
- Copyright: ©2019
Content descriptions
| Formatted Contents Note: | When planning meets reality -- My planning meets reality! -- The best teacher -- Test me in this -- What is peace of mind? -- The power of dispassion -- Eliminate the negative -- Accentuate the positive -- Purpose-driven retirement -- Paying it forward -- Live your dream! |
Search for related items by subject
| Subject: | Retirement income > Planning. Portfolio management. Investments. Investments. Portfolio management. Retirement income > Planning. |
Available copies
- 1 of 1 copy available at State Library of Alabama.
Holds
- 0 current holds with 1 total copy.
Show Only Available Copies
| Location | Call Number / Copy Notes | Barcode | Shelving Location | Status | Due Date |
|---|---|---|---|---|---|
| APLS | 336.2428 BRE | 21291000107417 | Stacks | Available | - |
