Retirement Runway: A Story about Family and Legacy

by Joseph A. Clark, CFP

Overview

Attention all families...

When we began our journey as an adult, there are a few life lessons that we all wish we had known. In this genre-bending fictional story, a grandfather and his eighteen-year-old grandson hold a series of conversations about family, life, and the foundation for building a financial legacy.

Joe refined the concept of the Retirement Runway during his thirty-five years as a certified financial planner, including his many appearances on CNBC and Fox Business. He has dedicated his life to serving families and currently manages over $700M in assets (as of the date of publication) through the registered investment advisor firm he co-founded, the Financial Enhancement Group. Now, he's woven it all into this story.

This story isn't a textbook. Inside, you will find a personal story with a message about

• the foundation of personal finance;
  
• the celebration of family; and
  
• the map for navigating the legacy you want to create.

After you read the book, you might read it to your children or grandchildren.

To quote Sir Winston Churchill, "To each there comes in their lifetime a special moment when they are figuratively tapped on the shoulder and offered the chance to do a very special thing, unique to them and fitted to their talents. What a tragedy if that moment finds them unprepared or unqualified for that which could have been their finest hour."

About the Author

When Joe isn't focused on the families he serves, he's focused on his family. He has two daughters and two rescue dogs with his wife of thirty-five years, Barb.

So What Is a Retirement Runway?

We all go through three phases of our financial journey. Accumulation is like loading onto an airplane and taking off. The preservation stage is like flying at thirty thousand feet. The landing is the distribution phase where you use the assets you saved. Finally, your legacy is what remains for others. Your decisions today will have an impact for generations to come.

Product Details

BN ID:	2940186008088
Publisher:	Leaders Press
Publication date:	06/18/2024
Sold by:	Barnes & Noble
Format:	eBook
File size:	2 MB

About the Author

In a world brimming with financial advice, Joe stands out as the sage on the hill. He’s a seasoned Certified Financial Planner® and cofounder of Financial Enhancement Group, one of the country’s largest independent registered investment advisor firms.
Imagine a man who’s navigated the airwaves for over a quarter-century as a radio show host while holding the honor of being the only known Big 10 Professor without a bachelor’s degree. Yes, that’s Joe. His insights into finance are more than just theory; they’re lived experiences that have led him to manage over $700 million in assets.
But Joe isn’t just a financial wizard; he's also an adventurer at heart—he has conquered the slopes of Kilimanjaro, traversed the Grand Canyon from rim to rim, and refined his culinary skills under the tutelage of the masters at Cordon Blu in Paris and the rustic kitchens of Tuscany.
Back home, Joe’s life is a tapestry of love and commitment—thirty-five lovely years with Barbara, two daughters raised, and two rescue labs spoiled.
His life’s work, encapsulated in the pages of Retirement Runway, is not just a foundation for wealth—it’s also a heartfelt story woven with the threads of family and legacy. It’s about stewarding finances through the various phases of life, much like piloting an aircraft through takeoff, cruising, and landing, while also ensuring that the journey is as rewarding as the destination.
If that’s not enough, Joe is a creator, a thinker. He's trademarked innovative planning processes that reflect his unique approach to decision-making. He’s also a globe-trotter, a golfer with an undying passion for the greens, and a cigar connoisseur. He embodies living life fully, with purpose and joy.
So let's raise our glasses (or reading glasses) to Joe, a man who’s not just running the financial race but also setting the pace for others to follow—one wise investment, one savory meal, and one shared story at a time.