Description
Book SynopsisThere are nine key reasons people fail at retirementand they're not what you think.
Are you working to avoid these major retirement fails?
Every day, people just like you, people who have worked hard and saved carefully for retirement, make decisions that will eventually crack their nest egg. Just because you added to your 401(k) or IRA plan every year, invested wisely, and amassed significant savings, you are not necessarily home free. Ready or not, your decisions all along the retirement path can positively or negatively affect your financial future.
In Retirement Fail, top financial advisor Greg Sullivan shares the insights he has gained over his thirty-five-year career in wealth management to help you identify potential pitfalls and learn how to safeguard your hard-earned retirement assets. Because, contrary to what most people think, it is not poor portfolio performance that usually busts your retirement accounts. Rather, it's the emo
Table of Contents
Acknowledgments ix
Introduction xiii
Chapter 1 A (Too) Free Flow of Cash 1
Chapter 2 The Nest That Won’t Empty 20
Chapter 3 Graying Divorce 36
Chapter 4 That Home Away from Home 55
Chapter 5 The Lure of the Entrepreneur 69
Chapter 6 Swindler’s Mark 85
Chapter 7 Health Matters 99
Chapter 8 Life’s Unpredictabilities 114
Chapter 9 Underliving Your Wealth 136
Finding the Right Financial Advisor 144
Checklist: Finding the Right Advisor 149
About the Author 151
Resources 152
Notes 153
Index 159