Climbing Your Way To Wealth

by Rich Liberante

Overview

THE VIEW FROM THE OTHER SIDE OF THE MOUNTAIN...

Getting to retirement is like getting to the top of Mount Everest: only part of the journey, and not even the hardest part.

Everyone has a fantasy of retirement: maybe it's cold cocktails on a hot beach, hitting the links all day, or taking a whirlwind tour of Europe. Far fewer of us have a similarly clear idea about how to structure our portfolio for constant withdrawals or what to do when the golf courses and gimlets start to lose their luster.

Climbing Your Way to Wealth is a retirement road map, walking the reader through the elements of successfully entering the "distribution phase" of our financial lives. Many people, even those who are financially literate and very successful, don't realize how unique retirement really is and the kind of specialized knowledge required to truly get it right.

Fortunately, CFP®, CPA, and MPA Rich Liberante is here to serve as your financial sherpa, explaining the perils and pitfalls of navigating retirement in a straightforward and pragmatic fashion. From how to structure your wealth to how to structure your time, Climbing Your Way to Wealth provides a clear pathway to the secure and relaxing retirement you deserve.

Product Details

BN ID:	2940162904625
Publisher:	Advantage Media Group
Publication date:	10/20/2020
Sold by:	Barnes & Noble
Format:	eBook
File size:	1 MB

About the Author

CFP®, CPA, and MPA Rich Liberante 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.