Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    Retirement Reality Check: How to Spend Your Money and Still Leave an Amazing Legacy
    Retirement Reality Check: How to Spend Your Money and Still Leave an Amazing Legacy
    Retirement Reality Check: How to Spend Your Money and Still Leave an Amazing Legacy
    Audiobook5 hours

    Retirement Reality Check: How to Spend Your Money and Still Leave an Amazing Legacy

    Written by Josh Jalinski

    Narrated by Jakob Lewis and Gabe Wicks

    ()

    Switch to ebook

    About this audiobook

    HOW TO RETIRE IN A VOLATILE MARKET

    Whether you have ten or thirty years until retirement, Josh Jalinski shows you how to maximize your retirement saving and spending plan, while still having something to leave behind for your family, friends, and favorite causes.

    Looking at your 401k in a volatile market can lead to panic and poor financial decisions. Even if you have already made some decisions you regret, or you waited until forty-five to think about retirement, there are steps you can take today that will help you reach your financial retirement goals.

    Josh Jalinski, host of the popular Financial Quarterback™ radio show, offers his SWAN (sleep-well-at-night) retirement that works for people in all stages of their careers. This proven system for secure retirement planning lets you enjoy your money, and teaches you:

    • To challenge fifty years of conventional retirement planning with fresh strategies tailored to today’s volatile economic climate.
    • Tax-saving strategies that maximize the amount of money you have available to spend on experiences, travel, and expenses.
    • Understanding how to identify the right investment portfolio mix for your individual circumstances.
    • How saving cash and different life insurance options help you weather volatility and ensure you can pass wealth on to family members.

    The truth is, a 401(k) is not enough for most retirees. Its time create a new paradigm, one that will stand up against market volatility and be there when it’s time to enjoy the years you worked to earn.

    LanguageEnglish
    PublisherHarperCollins Leadership
    Release dateJul 30, 2019
    ISBN9781400215959
    Author

    Josh Jalinski

    Josh Jalinski hosts the popular Financial Quarterback radio show, which attracts approximately 112,000 listeners every week, and is the CEO of Jalinski Advisory Group. He has been a Five Star Wealth Manager five years in a row and was named Advisor of the Year by Senior Market Advisor magazine. Jalinski is committed to helping clients of all income levels maximize wealth and create a realistic financial plan for present and future security.

    Related to Retirement Reality Check

    Related audiobooks

    Personal Finance For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      Is Your 401(k) or IRA a Sleeping Tax Bear?

      May 7, 2019

      Plenty of retirements these days are built in large part by stashing away money week by week into tax-deferred accounts, such as traditional IRAs or 401(k)s, among other options. And certainly, such accounts can provide a wonderful feeling of confid

      4 min read

    • Article

      PODCAST: The Ins and Outs of IRAs with Ed Slott, CPA

      Aug 23, 2021

      Apple Podcasts | Google Podcasts | Spotify | Overcast | RSS David Muhlbaum: Individual retirement accounts. Lots of people have one, but are they getting the most from them? We talked to a master of strategy, Ed Slott, about the ins and outs of IRAs.

      22 min read

    • Article

      Legacy Planning: Create a Lasting Legacy

      Oct 30, 2020

      There will come a time when you realize that you have spent a lifetime building your wealth and you want to know how it can provide a lasting legacy to the next generation. You might be at that stage today or see it as a future event. Either way, you

      5 min read

    • Article

      How to Choose a Financial Adviser

      Nov 25, 2019

      A good financial adviser can teach you how to manage household expenses, save for the future and how to plan for retirement. Not everyone has the same financial goals, and a good adviser can help you plan for your future. You don't need to be rich t

      3 min read

    • Article

      Whole Life Insurance: It's a Swiss Army Knife for Financial Planning

      May 1, 2020

      The stock market may be jittery right now, but my whole life cash value continues to chug along. In my 20 years of providing financial advice, I have found whole life insurance to be one of the most important, yet overlooked financial planning tools

      6 min read

    • Article

      Entrepreneurs Pay Too Much in Taxes Because They Don't Do This

      Mar 29, 2019

      As we head deeper into tax season, we're starting to hear from more and more Americans experiencing sticker shock as they file their returns. Gone is the comforting and often sizable refund check they've come to expect every year. Instead, they're fi

      2 min read

    • Article

      Why I Love My Whole Life Insurance Policy

      Aug 2, 2018

      At any given family or social event, once someone knows I am a financial planner I always get pulled to the side to answer some burning personal finance question. I can sympathize with doctors. I usually get asked about the market or some stock, but

      3 min read

    • Article

      15 Best Foreclosure Sites for Finding Properties

      Jan 6, 2021

      You may remember that foreclosures were a big part of the Great Recession. As the economy cratered, foreclosure filings soared. In the first half of 2010 alone, 1.65 million U.S. homes spun into foreclosure, according to data from ATTOM Data Solution

      3 min read

    • Article

      Some Self-Employed Taxpayers Get a Big Break Under New Law

      Jul 6, 2018

      If you're self-employed or have a side gig, you could qualify for one of the most generous provisions in the tax overhaul enacted by Congress late last year. But if you don't already have an accountant or tax preparer, you might need one, because thi

      4 min read

    • Article

      How To Use A Self-Directed IRA To Invest In Real Estate

      Sep 20, 2018

      A self-directed IRA is a type of retirement account legally structured like a traditional or Roth IRA. Though the same annual contribution limits and potential tax advantages apply, self-directed IRAs allow individuals to utilize what is referred to

      3 min read

    • Article

      Top 6 Apps to Spring Clean Your Finances

      Mar 21, 2018

      Everyone who's into managing his or her personal finances with the help of an app has heard about Mint, which currently ranks No. 24 among all free apps in the Finance category that can be downloaded from the Apple iOS Store. To offer you a couple o

      4 min read

    • Article

      Know Your Money Personality

      Oct 13, 2021

      Know Your Money Personality
      1 min read

    • Article

      20 IRS Audit Red Flags

      Nov 14, 2019

      20 IRS Audit Red Flags
      11 min read

    • Article

      To Gift or Not to Gift

      Sep 10, 2019

      In estate planning, giving away assets during your lifetime has traditionally been used to help lower estate taxes when you die. However, the federal estate tax exemption amount (the amount under which federal estate taxes do not apply) is currently

      4 min read

    • Article

      An Invitation to Corruption

      Mar 20, 2020

      An Invitation to Corruption
      3 min read

    • Article

      We Humans Will Pick Ourselves Up, Dust Ourselves Off And Adapt

      Apr 29, 2020

      As I write this in early April, the All Ordinaries index has had a nice rally from its year low of 4564 to around 5400. Markets do tend to move as a predictor of the future, so right now they are obviously factoring in the falling infection and death

      3 min read

    • Article

      What’s Your Money Personality?

      Mar 20, 2020

      What’s Your Money Personality?
      2 min read

    • Article

      Seniors Need to Face Their Financial Fears

      Dec 9, 2021

      Life has changed for many seniors over the last year and a half.  Jobs were lost, health concerns abound, and this all results in uncertainty and fear for Boomers’ financial future.  How can you avert financial doom and design the life you want? It s

      2 min read

    • Article

      Disaster-Proof Your Retirement Plan

      Jan 29, 2018

      We have become used to watching disasters recently, as hurricanes, floods, fires and earthquakes ravaged cities and changed lives. With every passing month, a new disaster replaces the old in the headlines. Many people who did all they could to prep

      4 min read

    • Article

      Are You Still Chasing the Almighty Dollar, Even Though You Have Plenty to Retire?

      May 4, 2021

      Nearly six out of 10 Americans fear running out of money more than death, according to a 2019 survey by AIG Life & Retirement. We’ve seen this play out with our own clients. Many have saved enough money to last 30-40 years, yet some still pinch penni

      4 min read

    • Article

      Don't Let the Fear of Spending Spoil Your Retirement

      Feb 8, 2019

      If you have done any research on retirement, you have likely read that the No. 1 concern for retirees is that they will outlive their money. This is a valid concern due to several factors. Americans are living longer. Health care costs are rising.

      4 min read

    • Article

      Time to Get Your Head Out of the Sand about Long-Term Care

      Oct 8, 2019

      Baby boomers are living longer than ever before. In fact, as a nation, we are getting grayer and grayer. The U. S. Census states that, "Already, the middle-aged outnumber children, but the country will reach a new milestone in 2035. That year, (they

      4 min read

    • Article

      Building Wealth as Parents During Uncertain Times

      Apr 9, 2020

      What we are seeing is unprecedented. Even though we crave physical touch and connection, social distancing and self-quarantining are recommended. Gatherings are limited to 10 people or less. The number of confirmed COVID-19 cases and deaths climbs

      4 min read

    • Article

      Transitioning to Retirement Is Like Moving to a New World - Bring a Map

      Jan 10, 2019

      Maybe you managed to pull together a down payment for your first house without some sort of formal savings plan. Many people do. Maybe you even got your kids through college without any real strategy for how to pay for it. It happens. So maybe you

      4 min read

    • Article

      Q&A

      Dec 2, 2020

      Q Hi Paul. I have just done a review of our super and changed providers. But I am wondering how to evaluate what insurance amounts (TPD, income protection, death cover) we need. Do you have any guidelines to work from?  Yep, let’s run an unbiased e

      9 min read

    • Article

      Don't Neglect Health Care in Your Retirement Planning

      Feb 2, 2018

      Occasionally, our firm gives presentations about retirement planning, and the topics can be somewhat predictable. How to grow your investments. The best ways of distribution. Social Security. Dealing with taxes. Managing risk. But what about health

      5 min read

    Related categories

    Reviews for Retirement Reality Check

    0 ratings

    0 ratings0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words