Climbing Your Way to Wealth - Liberante, Rich
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Most people spend their lives honing their ability to build wealth, not to distribute it. Retirement is a distinct part of the financial lifecycle and requires its own skills and knowledge to navigate it successfully. For the unprepared pre-retiree, this shift in focus can be abrupt and disorienting. What's worse, we only get one shot at a successful, fulfilling retirement, and seemingly small mistakes can have outsized impacts. As Rich says, "you don't know what you don't know," and even people who manage to retire more or less without incident can wind up wasting lots of time and leaving…mehr

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Produktbeschreibung
Most people spend their lives honing their ability to build wealth, not to distribute it. Retirement is a distinct part of the financial lifecycle and requires its own skills and knowledge to navigate it successfully. For the unprepared pre-retiree, this shift in focus can be abrupt and disorienting. What's worse, we only get one shot at a successful, fulfilling retirement, and seemingly small mistakes can have outsized impacts. As Rich says, "you don't know what you don't know," and even people who manage to retire more or less without incident can wind up wasting lots of time and leaving money on the table. With more than two decades of specialized experience in retirement management, tax preparation, and estate planning, Rich Liberante has seen just about every scenario imaginable when it comes to entering retirement. In Climbing Your Way to Wealth, he discusses the most important (and often overlooked) elements that anyone approaching retirement needs to consider.
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Autorenporträt
RICH LIBERANTE, CFP®, CPA, and MPA, is a partner at Watermark Wealth Strategies, where his role is to facilitate the harmonization of his clients' financial lives. Nothing excites him more than to see an uncoordinated mix of investments transform into a holistic plan that accounts for all the complex issues of retirement. Formerly a financial wholesaler, Rich spent two decades consulting with advisors on planning product solutions. It was during this time he noticed many of the firms he visited lacked the ability to effectively aid clients in all the areas they needed, including investments, taxes, and estates. He set out to remedy an underserved market through the creation of Watermark's retirement practice. Rich is an avid hiker and cyclist who also enjoys water skiing and the occasional helicopter skiing trip to Canada.