What's the most important thing you can do to make sure you enjoy a worry-free retirement? Hire an expert to manage your money for you. But not just any expert. A young journalist asked, "What percentage of financial advisors would you recommend to your mom?" It was a simple question, but it made retirement investment advisor Randy L. Thurman CFP®, CPA/PFS, uncomfortable. "Two percent," he answered. That's right. Just one advisor out of fifty was good enough to trust with his mom's money-or yours. That's what inspired Randy to draw on decades of experience to reveal everything you need to know…mehr
What's the most important thing you can do to make sure you enjoy a worry-free retirement? Hire an expert to manage your money for you. But not just any expert. A young journalist asked, "What percentage of financial advisors would you recommend to your mom?" It was a simple question, but it made retirement investment advisor Randy L. Thurman CFP®, CPA/PFS, uncomfortable. "Two percent," he answered. That's right. Just one advisor out of fifty was good enough to trust with his mom's money-or yours. That's what inspired Randy to draw on decades of experience to reveal everything you need to know to find an advisor you can trust. In Five Steps to Finding a Financial Advisor You Can Trust, you'll discover: * The three essential qualities you need in a financial advisor * What a good financial advisor can and should do for you * The key questions you should ask an advisor before you hire her-including three questions that will eliminate 90% of all candidates * The difference between investing after retirement and investing to accumulate wealth * Why it's critical to find an advisor who understands the unique concerns of a retiree * How you can tell if an advisor will make your best interest his top priority (Find out by asking just one question!) You deserve to live your golden years with passion and purpose, free from worries about money. This book is packed with insider secrets that will let you hire an advisor to make your retirement a dream come true. It just might be the most important investment you'll ever make.Hinweis: Dieser Artikel kann nur an eine deutsche Lieferadresse ausgeliefert werden.
RANDY L. THURMAN, CFP®, CPA/PFS, is CEO of Retirement Investment Advisors, Inc. He has been researching and applying investment strategies since 1986, specializing in helping those who have retired (or are about to retire) have a comfortable income for life. He has taught investing, personal finance, and economics at the college level and is a speaker at conferences, workshops, and on broadcast media, with appearances on Fox News network's Fox on Money and as the former host of the weekly radio program Money Talks. Together, Randy and his firm have been cited as among the best in the United States more than thirty-eight times in national publications, including Worth, Bloomberg Wealth Manager, Financial Times, Financial Advisor Magazine, Medical Economics, Expertise.com, and Advisory HQ.
Inhaltsangabe
Introduction PART I: Your Key to a Worry-Free Retirement Now That You're Retired, Do You Need a Financial Advisor? The Three Essential Qualities of a Trustworthy Financial Advisor The Retirement Investment Advisor-A True Specialist Five Steps to Find a Financial Advisor You Can Trust PART II: The Five-Step Process Step One: Create a List of Candidates Step Two: Refine Your List with a Phone Interview Step Three: Meet the Top Candidates Step Four: Review a Recommended Portfolio Step Five: Hire Your Outstanding, Trustworthy Financial Advisor A Final Word: Balance Appendix Recommended Reading List About the Author Acknowledgments Index
Introduction PART I: Your Key to a Worry-Free Retirement Now That You're Retired, Do You Need a Financial Advisor? The Three Essential Qualities of a Trustworthy Financial Advisor The Retirement Investment Advisor-A True Specialist Five Steps to Find a Financial Advisor You Can Trust PART II: The Five-Step Process Step One: Create a List of Candidates Step Two: Refine Your List with a Phone Interview Step Three: Meet the Top Candidates Step Four: Review a Recommended Portfolio Step Five: Hire Your Outstanding, Trustworthy Financial Advisor A Final Word: Balance Appendix Recommended Reading List About the Author Acknowledgments Index
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