Retirement Planning QuickStart Guide: The Simplified Beginner's Guide to Building Wealth, Creating Long-Term Financial Security, and Preparing for Life After Work

by Ted Snow Cfp(r) Mba

Overview

THE ULTIMATE BEGINNER'S GUIDE TO TAKING CONTROL OF YOUR FINANCES AND PREPARING FOR RETIREMENT

INCLUDES LIFETIME ACCESS TO ONLINE INVESTMENT COURSE RESOURCES AND OTHER ESSENTIAL RETIREMENT PLANNING DIGITAL ASSETS

Planning for retirement is the biggest financial commitment of your life. Are you prepared?

The future is often filled with fear and uncertainty. Fortunately, your retirement doesn't have to be. Managing your finances, preparing to transition out of the workforce, and ensuring that your money is working as hard as possible to make your golden years sparkle can be overwhelming.

Best-selling author and finance industry veteran Ted D. Snow, CFP®, MBA, knows how to prepare for retirement no matter what stage of planning his clients are in. Retirement Planning QuickStart Guide cuts through the chatter to help orient you on your journey to retirement. With financially sound money management strategies, practical tips, and a thorough look at with it takes to prepare for a retirement worth looking forward to

Using the guidance and insight provided in this book, anyone, at any stage of their career, can find the answers they're looking for to prepare for a comfortable, satisfying, and financially secure retirement. Whether retirement is right around the corner or still decades over the horizon, you deserve a retirement that's a fitting reward to a lifetime of hard work. This book is your essential companion.

Retirement Planning QuickStart Guide Covers:

Everything you need to know to get a head start on retirement planning from financial planning to the fundamentals of saving for retirement

Retirement planning investment strategies, tactics, and techniques that set this book apart from other retirement planning books

Preparing for retirement at any age (no matter how close or far away retirement truly is)

Exactly how to retire from work and into life

Retirement Planning QuickStart Guide Will Teach You:

Where and When to Start - How to Understand Your Unique Retirement Needs and Start Preparing Now

401(k)s, Traditional IRAs, Roth IRAs, Health Savings Accounts, Mutual Funds, and Other Financial Instruments - Which Ones Are Right for You and How to Use Them to Best Effect

Accelerating Your Retirement Timeline - What to Do If You Don't Think You Have Enough Time (or Want to Retire Early!)

More Than Money - Going Beyond Financial Security for a Happy, Healthy, and Rewarding Life After Retirement

Fending Off Fraud, Estate Planning, Minimizing Your Tax Burden, Health Planning, Finding a Purpose After Work, and More!

*LIFETIME ACCESS TO FREE SUBJECT MATTER DIGITAL ASSETS*

Access to comprehensive online investing courses to ensure your financial preparedness for retirement

A dynamic asset allocation tool to help you put your money to work for you

Life planning guide, a budgeting calculator, anti-fraud resources and more!

*GIVING BACK*

ClydeBank Media proudly supports One Tree Planted as a reforestation partner.

Product Details

ISBN-13:	9781636100043
Publisher:	Clydebank Media LLC
Publication date:	03/15/2021
Pages:	288
Product dimensions:	7.50(w) x 9.25(h) x 0.60(d)

About the Author

Ted D. Snow, CFP®, MBA, is a best-selling author and has been working in the financial services industry since 1987. He has contributed to numerous articles featured in outlets like CNBC, Investopedia, and Forbes. Ted's first title, the Investing QuickStart Guide serves as the most comprehensive guide to investing in the stock market for beginners. While leaning on the expertise from famous books such as the Intelligent Investor, Ted expertly weaves age-old investing principles with his own wealth-building philosophy, formed over his thirty-plus year career in the financial industry. Lauded as one of the best investing books for beginners, the Investing QuickStart Guide has empowered thousands of people across the world to take control of their own financial destiny and achieve financial freedom in their lives. Ted is the founding principal of Snow Financial Group, LLC and brings to his firm and clients one of the most prestigious professional designations in the financial services industry, the CFP®. Ted has been recognized publicly for his sound practices, experience, and ethical standards and offers his clients decades of experience in the field of financial planning. He obtained his MBA in financial planning from the University of Dallas in 1995 and earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 1997. Upon this accomplishment, Ted not only provided financial planning services to the public but he also served as an adjunct professor at the University of Dallas' Graduate School of Management beginning in 1999. In 2002 and again in 2006 Ted was honored in D Magazine's list of "Best Financial Planners." He was interviewed by Forbes in 2004 for a financial column and has been recognized in the 2005, 2006, 2007, 2008, 2009, and 2010 editions of Guide to America's Best Financial Planners. He appeared in the December 2007 edition of Addison magazine. He is currently a registered representative and an Investment Advisor Representative with Kestra Advisory Services, LLC. Ted and his wife Mary live in the greater Dallas metro area.

Table of Contents

Introduction

PART I - DESIGNING YOUR RETIREMENT

Chapter 1 - Key Retirement Accounts

Chapter 2 - Investment Strategies

Chapter 3 - Insurance

Chapter 4 - Understanding Your Retirement Needs

Chapter 5 - Accelerating Your Retirement Timeline

PART II - TRANSITIONING INTO RETIREMENT

Chapter 6 - Social Security and Pensions

Chapter 7 - Annuities

Chapter 8 - Reaping the Rewards

Chapter 9 - Fraud

Chapter 10 - Managing Your Portfolio

PART III - LIFE AFTER RETIREMENT

Chapter 11 - Retiring From Work and Into Life

Chapter 12 - Managing Your Health Plans

Chapter 13 - Estate Planning

Appendix I

Appendix II

Appendix III

About the Author

About ClydeBank Media

Glossary

Disclosures

References

Index

Editorial Reviews

"Retirement Planning QuickStart Guide is a useful consumer text that forwards advice for creating personalized visions of retirement.

In Retirement Planning QuickStart Guide, certified financial planner Ted D. Snow introduces methods for evaluating one's options and creating a personalized road map to making retirement dreams come true.

To give ordinary people the knowledge they need to effect sound retirement planning, the book is divided into three parts. Its first explains different types of investment options and how to evaluate them as part of a portfolio. Included here is guidance on calculating future costs and additional age-related medical needs. Retirement planning has a lot of moving parts, Snow acknowledges, all while showing how those parts fit together or can be readjusted to meet specific goals. Here, advice on seeking early retirement pairs with advice on accelerating savings, and staying in a paid-off home, or continuing to work part time for a year, may put a dream retirement home in comfortable reach.

The book's second part explores finances in more detail. Age-related income streams, including Social Security, pensions, and annuities, are explained, along with options for factoring each into the plan. The idea of building a balanced portfolio is introduced. While the book recommends hiring a professional to help build and manage an investment portfolio, it also advises staying informed and involved, and keeping in touch about changes in goals and financial needs. The book's third section elaborates on an early theme, presenting retirement as a transition into a new life, with fresh opportunities and experiences. This final section sharpens incentives and clarifies retirement goals, while the book's final chapters on estate planning add a sense of accomplishment to the undertaking.

The text, though it is packed with information, generates excitement about retirement. Its sections are succinct, addressing their points in a direct manner. Their chapters begin with short lists of points that will be covered; they end with reviews of the same. The sections are visually separated by creative fonts, half-tone boxes, bulleted lists, and large graphics, like a pie chart that can be read in a glance, while the wide margins leave ample room for notes. Elsewhere, signposts for paragraphs that contain cautions, quotes, examples, and opinions make navigating the work easy. Downloadable aides, including an asset-allocation workbook, budget calculator, and guides for long-term expenses, are included.

Retirement Planning QuickStart Guide is a useful consumer guide for creating personalized visions of retirement."

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- Foreword Clarion Reviews (Independent Book Reviewer)

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"Ted does a great job at articulating exactly what people should know and consider as they ready themselves for retirement. And he makes it is easy to understand. This book is perfect for everyone looking to educate themselves on the delicate nuances of retirement planning."

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- Keith Borgfeldt, Founder, Spartan Wealth Management, LLC

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From the Publisher