Spend, Protect, Grow: A Comprehensive Guide to Maintaining Your Desired Lifestyle Throughout Retirement - Tapa blanda

Sinopsis

Scouring the internet for financial information and advice can be confusing, if not treacherous. Many posts or articles often contain recommendations and directives that are misleading, if not wrong. The public's dogmatic adherence to dated rules of thumb and conventional wisdom often impedes real financial progress.

In his book, Spend, Protect, Grow, Phil Simonides, CFP® cuts through the clutter and educates readers on how to de-risk their retirement. Phil serves as Executive Vice President of McAdam Financial and is a CERTIFIED FINANCIAL PLANNER™. He is a key architect behind McAdam's commitment to offering advanced wealth solutions retirees need to achieve their dream lifestyles.

Phil reveals a planning process that includes the "Three Uniques" the McAdam team uses when developing custom retirement plans for their clients.

• The capability of a Holistic Advisor to create comprehensive, written financial plans
• The installment of Safe Money Strategies to prevent clients from losing a single dollar they've already earned
• The reliability of Process-Driven Portfolio Management that follows specific analytics proprietary to McAdam

He outlines these features and expands on the logic behind the approach represented by the three elements in the book's title:

• Spend: An amount clients intend to spend over a period of ten to twelve years
• Protect: An amount clients want to protect as long as possible with no risk of loss due to market performance
• Grow: An amount clients hope to grow perpetually to fight long-term inflation

In Spend, Protect, Grow, Phil emphasizes the importance of stress-testing your current asset composition. He sets the record straight on many retirement fallacies in order to ensure your resources last a lifetime.

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