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.

    No One Loves Your Money Like You Do: The Ultimate Retirement Planning Guide for Business Owners and Private Practitioners
    No One Loves Your Money Like You Do: The Ultimate Retirement Planning Guide for Business Owners and Private Practitioners
    No One Loves Your Money Like You Do: The Ultimate Retirement Planning Guide for Business Owners and Private Practitioners
    Ebook243 pages5 hours

    No One Loves Your Money Like You Do: The Ultimate Retirement Planning Guide for Business Owners and Private Practitioners

    By James B. Jackson

    ()

    Read preview

    About this ebook

    Proven retirement investing advice designed to meet the specific needs of physicians, attorneys, entrepreneurs, and other professionals

    In No One Loves Your Money Like You Do, financial guru Dr. James B. Jackson guides professionals through the challenge of retirement financial preparedness.

    Unlike the typical audience for retirement planning guides, these professionals have the luxury of a healthy income and a decent-sized nest egg, but they have large, illiquid assets (in the form of their practice) and complex partnership agreements to navigate. Jackson distills his decades of experience as a CFP (previous to which he was a practicing dentist) into practical, friendly advice for anyone who needs a hand in planning their retirement.

    Jim Jackson (Charleston, SC) is a Certified Financial Planner, who in the late 1980s founded Jackson Financial Co, Inc., a financial planning and registered investment advisory firm. As a partner in the newly formed JBJ Investment Partners, LLC, he continues to advise clients on investments and retirement planning, overseeing and managing assets for clients from coast to coast.

    LanguageEnglish
    PublisherMcGraw-Hill Education
    Release dateOct 10, 2014
    ISBN9780071839396
    No One Loves Your Money Like You Do: The Ultimate Retirement Planning Guide for Business Owners and Private Practitioners

    Related to No One Loves Your Money Like You Do

    Related ebooks

    Business For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      What Happens to You When Your Financial Adviser Retires?

      Aug 7, 2018

      Fresh out of college, I entered the financial planning industry. In the first few years, like those who had come before me, I often heard age-based objections. Why would I trust a 22-year-old with my life savings? In the last few years as I've ent

      3 min read

    • Article

      3 Common Money Myths You Probably Believe

      Apr 3, 2018

      If you want to build your wealth, it's never been easier to learn how to do that, thanks to the Internet. Anyone with an Internet connection can find the answers to just about any question in a matter of seconds. You can teach yourself almost anythin

      4 min read

    • Article

      Fixing The Diversity Problem

      Oct 16, 2019

      Fixing The Diversity Problem
      4 min read

    • Article

      Are You Doing Your Financial Planning in a Vacuum?

      Jul 9, 2019

      Sir Edmund Hillary was the first to summit Mount Everest in 1953, but he didn't do it alone. Sherpa Tenzing Norgay was his partner in the climb. Climbers today continue to attempt the grueling trek, and most take experienced guides. Far too many peo

      5 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

      How to Avoid Being Robbed Blind After You Die

      Jul 16, 2018

      In February 2018, prominent NYC attorney Steven Etkind was arrested on charges of embezzling millions of dollars from a deceased client's estate. The client's will directed the creation of charitable trusts (of which Etkind served as co-trustee), fun

      5 min read

    • Article

      Retiring At 30: How To Sensibly Handle An Early Fortune

      Oct 21, 2019

      In August 2019, Indianapolis Colts' superstar Andrew Luck announced his retirement at the ripe age of 29. He cited the injuries that have stolen his love for the game and the widely known health risks of professional football as his reasons for early

      3 min read

    • Article

      What You Should Look for in a Financial Professional

      Jul 11, 2022

      For most Americans, the do-it-yourself approach to finances can only get you so far. While many people start out managing their own long-term financial plan, when life changes bring new challenges, they may decide it is time to start working with a f

      4 min read

    • Article

      Money Problems That Come with Financially Successful Careers

      Jul 4, 2019

      Professions that take a long time to develop into fruitful careers come with unique financial challenges. For example, doctors sometimes make bad decisions with money. Part of the issue is they get caught in a perfect storm of circumstances that lea

      3 min read

    • Article

      The 10 Absolute Must-dos For Founders Who Don’t Want To Fail

      Mar 15, 2022

      Your first business-heck, even your second and third-comes with challenges. Lots of challenges, all of which seem like they need to be addressed today, this minute, now, and planned for, of course, yesterday. What’s your company’s mission? Who’s your

      10 min read

    • Article

      Better Finance

      Aug 2, 2023

      Better Finance
      1 min read

    • Article

      7 Traits Shared by Every Good Financial Adviser

      Mar 12, 2019

      Thanks to steady technological advances, financial advisers now come in all different shapes and sizes. Gone is the stereotypical besuited man behind a mahogany desk. Now the options range from faceless "robo-advisers" to your friendly neighborhood i

      3 min read

    • Article

      What You Know About Financial Advisers Is All Wrong

      May 9, 2018

      What comes to mind when you hear the phrase "financial adviser?" If you thought of an older man in an expensive suit who is likely wealthier than you'll ever be and is always talking about what's going to happen in the market next, that's understand

      3 min read

    • Article

      3 Surprising Insights from a Former Financial Adviser

      Jun 7, 2018

      It's been more than a year since I've moved on from being a financial adviser to providing financial education. This transition has given me the benefit of both time and perspective, enabling me to take a fresh look at the financial advisory business

      2 min read

    • Article

      How To Find A Good Mortgage Broker

      Nov 30, 2022

      As of the September quarter, 70% of all home loans written to the banks were introduced by a mortgage broker. This is a massive vote of confidence from borrowers, evidencing who they trust and, more importantly, where they are getting the best deal.

      1 min read

    • Article

      How Do You Really Know How You're Doing for Retirement?

      Feb 12, 2018

      One of the most common questions advisers get from clients about their retirement plans or investment portfolios is: How am I doing? The root of that question could speak to how individuals are tracking against their goals, how they're tracking agai

      4 min read

    • Article

      How Do You Fit into Your Financial Adviser's Plan?

      Jul 1, 2019

      If you're like most potential financial advisory clients, you've heard advisers explain how they fit into your financial life. Advisers play the part too, giving you as the client the best audition, demonstrating their success, their prowess in the i

      3 min read

    • Article

      Better Finance

      Aug 2, 2023

      Better Finance
      1 min read

    • Article

      Is Your Adviser an Investment Manager or a Life Coach (or Both)?

      Dec 27, 2018

      Investors who seek financial services can have a wide range of needs. They can be relatively simple, such as access to investment vehicles like class Y mutual funds, or they can be complex, like a matriarch of a family of multi-generational wealth wi

      3 min read

    • Article

      How to Draw a Steady Portfolio Paycheck in Retirement

      Apr 1, 2019

      You've spent decades building your nest egg. Now you need to tap your investment portfolio in a tax-efficient way that covers your expenses while minimizing the risk you'll run out of money. So how exactly do you do that? William Selden, a retired m

      6 min read

    • Article

      4 Signs It's Time to Fire Your Financial Adviser

      Sep 25, 2019

      You've worked hard to save your money and grow your nest egg, so you deserve a dependable financial adviser on your side. Whether you are investing $500,000 or $5 million, you should feel confident your adviser is providing the best possible planning

      4 min read

    • Article

      Can You Think Your Way to Wealth?

      Dec 2, 2020

      For an extraordinary high achiever, such as NBA legend Michael Jordan, you could reasonably attribute his success to one of many things. His famous work ethic. His high basketball IQ. His shoes. But to His Airness himself, it was the result of a rele

      4 min read

    • Article

      Check, Please

      Apr 4, 2023

      Check, Please
      7 min read

    • Article

      Think Your DIY Retirement Plan Can Beat an Adviser?

      Feb 7, 2020

      After age 50, investors need more than a pie chart -- they need a retirement plan. As an investment adviser representative, I meet with retirees and pre-retirees every week, many of whom tell me they have been "working with a retirement-planning fir

      4 min read

    • Article

      How to Save Yourself from ... Yourself

      Jun 22, 2020

      As the coronavirus pandemic continues to challenge every aspect of our lives -- work, family, health and money -- it is imperative we all take a gut check on any of our portfolio exposed to the wild rides of the financial markets. A recap is importan

      3 min read

    Related categories

    Reviews for No One Loves Your Money Like You Do

    0 ratings

    0 ratings0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words

      Book preview

      No One Loves Your Money Like You Do - James B. Jackson

      Enjoying the preview?
      Page 1 of 1