Written to inform baby boomers and their advisors, this book unveils a whole new approach to retirement investing that challenges conventional thinking about stocks and bonds to offer a timely alternative. Designed to hedge a broad array of the risks retirees face—from longevity and self-defeating investor psychology to inflation and economic uncertainty—the author’s “stable-core” portfolio converts a nest egg into a personal pension focused on maximizing lifelong income. How? By anchoring it to innovative annuity contracts designed to help preserve retirement assets from market losses while linking them to those same markets to capture a share of their upside potential.
A retirement income specialist with decades of planning experience as a CFPR professional, Nahum Daniels urges baby boomers to rethink their investment strategy now, calling for an historic shift in mindset that transforms insurance from an incidental component of the retirement nest egg to its core holding. Doing so, he argues, can mitigate the ever-present dread of running out of money, while helping retirees sustain the lifestyles to which they aspire rather than settling for less in a form of self-imposed austerity.
Focused on the financial dynamics of retirement, Nahum provides an eye-opening perspective on a century of our economic history as well as our pending economic prospects. Illustrating the key differences between banks and insurers, he explains why insurers are mandated to solve the retirement challenge. Deftly translating into actionable advice some of the latest findings released by America’s leading retirement institutes and university researchers, he puts a human face on the retirement planning process by offering personal examples drawn from a 30-year long career.
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This book is free from 09/04/2018 until 09/08/2018.
About the Author
A Certified Financial Planner practitioner and Retirement Income Certified Professional based in Stamford, Connecticut, Nahum Daniels has specialized for over thirty years in serving clients facing the challenge of making income last in retirement and wealth span generations. Independent and experienced, he has travelled the world, lived abroad and offers a global perspective. A teacher at heart ever mindful of his professional responsibility to put clients’ interests first, he seeks to transmit the practical knowledge today’s retirees need to pursue a more confident economic future. In a high-risk financial world rife with misinformation, half-truths and unaffordable complacency, his mission is to instill in today’s retirees the informed resolve they need to take the right steps toward achieving lasting retirement success.
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