Simplify Your Retirement: Timeless Principles To Achieve Financial Peace
First Wisdom, Then Wealth
Many people travel through life without ever creating a financial plan. They may be “too busy” or think it’s “too complicated.” However, having a plan can significantly improve your peace of mind and allow you to pursue your dreams to and through retirement.
In SIMPLIFY YOUR RETIREMENT, Stephen Stricklin addresses those who understand the importance of having a plan and who want freedom from financial worries. He details the “Five Principles of Financial Planning”: 1. No investment decisions outside the context of the plan. 2. The plan determines the products. 3. Don’t let your portfolio take a HIT (health care, inflation, and taxes). 4. Protect the income; grow the rest. 5. Financial peace comes from having a plan.
This book is for people who have investments, but do not have a plan. It’s for people who have a goal to retire, but want to know what to do in order to get there and then enjoy it.

1126287292
Simplify Your Retirement: Timeless Principles To Achieve Financial Peace
First Wisdom, Then Wealth
Many people travel through life without ever creating a financial plan. They may be “too busy” or think it’s “too complicated.” However, having a plan can significantly improve your peace of mind and allow you to pursue your dreams to and through retirement.
In SIMPLIFY YOUR RETIREMENT, Stephen Stricklin addresses those who understand the importance of having a plan and who want freedom from financial worries. He details the “Five Principles of Financial Planning”: 1. No investment decisions outside the context of the plan. 2. The plan determines the products. 3. Don’t let your portfolio take a HIT (health care, inflation, and taxes). 4. Protect the income; grow the rest. 5. Financial peace comes from having a plan.
This book is for people who have investments, but do not have a plan. It’s for people who have a goal to retire, but want to know what to do in order to get there and then enjoy it.

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Simplify Your Retirement: Timeless Principles To Achieve Financial Peace

Simplify Your Retirement: Timeless Principles To Achieve Financial Peace

by Stephen Stricklin
Simplify Your Retirement: Timeless Principles To Achieve Financial Peace

Simplify Your Retirement: Timeless Principles To Achieve Financial Peace

by Stephen Stricklin

Paperback

$14.99 
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Overview

First Wisdom, Then Wealth
Many people travel through life without ever creating a financial plan. They may be “too busy” or think it’s “too complicated.” However, having a plan can significantly improve your peace of mind and allow you to pursue your dreams to and through retirement.
In SIMPLIFY YOUR RETIREMENT, Stephen Stricklin addresses those who understand the importance of having a plan and who want freedom from financial worries. He details the “Five Principles of Financial Planning”: 1. No investment decisions outside the context of the plan. 2. The plan determines the products. 3. Don’t let your portfolio take a HIT (health care, inflation, and taxes). 4. Protect the income; grow the rest. 5. Financial peace comes from having a plan.
This book is for people who have investments, but do not have a plan. It’s for people who have a goal to retire, but want to know what to do in order to get there and then enjoy it.


Product Details

ISBN-13: 9781599328188
Publisher: Advantage Media Group, Inc.
Publication date: 05/19/2017
Pages: 166
Product dimensions: 5.90(w) x 8.90(h) x 0.80(d)

About the Author

STEPHEN STRICKLIN is the president and founder of Wise Wealth, LLC an independent financial planning firm based out of Kansas City. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds insurance and securities licenses. He is a nationally recognized retirement advisor, a radio program host, a frequent TV guest, and a prolific speaker.

Table of Contents

Acknowledgments i

A Word from the Author: Financial Planning as a Calling iii

Introduction: A Principled Approach 1

Chapter 1 Phases of Investing 11

Chapter 2 A New Retirement Reality 23

Chapter 3 The Planning Process 35

Chapter 4 Risks That Require Attention 51

Chapter 5 Taxes on Your Terms 67

Chapter 6 Long-Term Caring 79

Chapter 7 Three-Bucket Approach 91

Chapter 8 The Wise Advisor 107

Chapter 9 A Legacy beyond Wealth 121

Conclusion: True Riches 141

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