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Full Description
Live With Purpose, Retire With Confidence
A generation of Americans is currently easing into their golden years, and the affluence of the baby boomer millionaires offers important lessons for all of us. They didn't achieve it through subterfuge or secret knowledge, but by following simple, age-old, established rules for saving and investing. In Gain Big and Give Back, Patrick Rush, who worked in all facets of the financial services industry before launching his own independent wealth management firm, shares his playbook for becoming wealthy and using that wealth to live with purpose.
The journey, Rush teaches, starts with developing and adhering to a comprehensive plan that covers all the bases of your financial life. Rush explains how to navigate the tricky family dynamics of talking about money and makes a compelling case for evidence-based investing that emphasizes long-term gains over short-term speculation by letting the markets work for you.
With disarming humility and a strong sense of humanity, Gain Big and Give Back is about people first and finance second; money, Rush writes, is simply a means to an end. Gain Big and Give Back will empower you to achieve both.
Contents
INTRODUCTION Is Managing Your Money Really That Complicated? All That Glitters Is Not Gold Your Financial Plan Evidence-Based Investing The Portfolio Paycheck How Tax Efficiencies Can Benefit You The Joys of Aging: Healthcare and Other Insurance Charitable Giving in Retirement Talking with Your Family about Money Picking the Right Advisor Building Wealth with Confidence ACKNOWLEDGMENTS ABOUT THE AUTHOR OUR SERVICES
