Gain Big And Give Back

by Patrick Rush

Overview

Live With Purpose, Retire With Confidence
A generation of Americans is currently easing into their golden years, and the affluence of the baby boomer millionaires offers important lessons for all of us. They didn’t achieve it through subterfuge or secret knowledge, but by following simple, age-old, established rules for saving and investing. In Gain Big and Give Back, Patrick Rush, who worked in all facets of the financial services industry before launching his own independent wealth management firm, shares his playbook for becoming wealthy and using that wealth to live with purpose.
The journey, Rush teaches, starts with developing and adhering to a comprehensive plan that covers all the bases of your financial life. Rush explains how to navigate the tricky family dynamics of talking about money and makes a compelling case for evidence-based investing that emphasizes long-term gains over short-term speculation by letting the markets work for you.
With disarming humility and a strong sense of humanity, Gain Big and Give Back is about people first and finance second; money, Rush writes, is simply a means to an end. Gain Big and Give Back will empower you to achieve both.

Product Details

ISBN-13:	9781950863112
Publisher:	Advantage Media Group, Inc.
Publication date:	09/08/2020
Pages:	192
Product dimensions:	6.00(w) x 9.00(h) x 0.75(d)

About the Author

PATRICK RUSH is the CEO of Triad Financial Advisors in Greensboro, North Carolina, and is a practicing Certified Financial Planner™ professional. He has consistently received national recognition as a top financial advisor by Forbes, Barron’s, and the Financial Times, and his firm was awarded by the Invest in Others Charitable Foundation as a “Charitable Champion.”

Patrick is the author and instructor of Retirement 101, a course designed to teach the fundamentals of financial planning and investment management to both preretirees and retirees. He is a fierce advocate of the view that all financial advisors should be held to the fiduciary standard.

Patrick resides in Greensboro with his wife, Dr. Christina Rush, their daughter, Havana, and their twin boys, Walker and Quincy.

Table of Contents

Introduction 1

Chapter 1 Is Managing Your Money Really That Complicated? 9

Chapter 2 All That Glitters Is Not Gold 21

Chapter 3 Your Financial Plan 37

Chapter 4 Evidence-Based Investing 57

Chapter 5 The Portfolio Paycheck 75

Chapter 6 How Tax Efficiencies Can Benefit You 87

Chapter 7 The Joys of Aging: Healthcare and Other Insurance 107

Chapter 8 Charitable Giving in Retirement 121

Chapter 9 Talking with Your Family about Money 133

Chapter 10 Picking the Right Advisor 147

Conclusion 163

Building Wealth with Confidence

Acknowledgments 173

About the Author 175

Our Services 177

Editorial Reviews

Personal finance is more personal than it is finance, so I was thrilled to see that author Patrick Rush acknowledges this from the very beginning in Gain Big and Give Back. His insight is couched in meaningful doses of vulnerability, inviting us into his story as he shares his hard-earned wisdom. It is at this intersection of life and money where the book excels, calling us to examine our personal values even before it extols evidence-based financial planning strategies that should also improve our bottom lines.” —Tim Maurer CFP®, director of advisor development, speaker, author

“Managing your wealth and retirement goals requires intimate and personal knowledge. Patrick completes that circle of trust as he shares intimate and personal knowledge about himself in Gain Big and Give Back. What does it take to write a book like this? I imagine that it starts with a passion for the topic, deeply researched and blended with practical experience for a robust working knowledge. Throw in strong communication skills and the veracity to practice what you preach. That’s what it takes to help investors like me to navigate and filter the consequences of investment options and complex financial issues. That’s what I get as a TFA client. And now Patrick has authored Gain Big and Give Back, which summarizes it all.” —Paul Megliola president, Megliola Management Services, Inc.

“Following my fourteen-year career as President of University of the Pacific, I determined I needed to find a financial advisor. I decided to interview individuals in much the same way that I had interviewed fund managers and endowment advisors at the university. My wife and I met with seven Certified Financial Planners. It was an eye-opening experience, as there was great variability among the group. It wasn’t until we met with Patrick Rush at Triad Financial Advisors that we felt we had met a person who would put our financial interests first. Time and time again over the past six years, my confidence in our partnering with Patrick has only grown. One recent example of this was his ability to demonstrate how we could make generous gifts during our lifetime, ‘with warm hands instead of cold ones.’ The decision better reflected our values and priorities and permitted us to enjoy seeing the immediate impact of those gifts. In his book Gain Big and Give Back: Financial Planning with Intention, Patrick Rush describes his approach to financial planning. It will help you secure a financial advisor who will put you and your family’s interests first in achieving your financial and personal goals.” —Dr. Donald V. DeRosa president emeritus, University of the Pacific

“Patrick Rush is a successful business owner, yet that’s just the tip of the iceberg. He’s a committed husband and father, a loyal friend, and someone that serves his community in countless ways. This book is just one of many examples of Patrick’s passion for positively impacting those around him. A true servant-leader!” —Wes Millermen’s head basketball coach, University of North Carolina at Greensboro

“Rush’s great skill lies in his ability to articulate a financial strategy guided by values. Focus on what is important. Define the kind of life you want to live and how you want to give back. Financial goals and investment strategies follow. Clients working with Patrick Rush and his colleagues at Triad Financial Advisors are fortunate indeed.” —Dr. Linda Brady chancellor emerita, University of North Carolina at Greensboro

From the Publisher