{"product_id":"someday-rich-9780470920008","title":"Someday Rich","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eTo truly be successful, today's financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track.  \u003cp\u003eNobody understands this better than authors Timothy Noonan and Matt Smithtwo seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financial advisors with clients who are rich, or have the opportunity to become rich, how to sustain a client's desired lifestyle to, and through, retirement.\u003c\/p\u003e \u003cp\u003eEngaging and informative, Someday Rich provides the context, description, and implementation suggestions for the Personal Asset Liability Modela process that will allow you to determine a client's funded status relative to their future spen\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eForeword ix\u003c\/p\u003e \u003cp\u003ePreface xi\u003c\/p\u003e \u003cp\u003eAcknowledgments xv\u003c\/p\u003e \u003cp\u003eIntroduction 1\u003c\/p\u003e \u003cp\u003eChapter 1 Time for a Real Conversation 11\u003c\/p\u003e \u003cp\u003eChapter 2 How We Got Here 27\u003c\/p\u003e \u003cp\u003eChapter 3 The Right Clients 43\u003c\/p\u003e \u003cp\u003eChapter 4 Connecting the Dots 61\u003c\/p\u003e \u003cp\u003eChapter 5 The Personal Asset Liability Model—Funded Status 79\u003c\/p\u003e \u003cp\u003eChapter 6 The Personal Asset Liability Model—Investment Plan 101\u003c\/p\u003e \u003cp\u003eChapter 7 Making a Good Business of Giving Good Advice 133\u003c\/p\u003e \u003cp\u003eChapter 8 Investor Archetypes 161\u003c\/p\u003e \u003cp\u003eChapter 9 Tripping Over the Finish Line 171\u003c\/p\u003e \u003cp\u003eChapter 10 On Shaping One’s Future 191\u003cbr\u003e\u003ci\u003eAlbert Bandura\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 11 Building a Simple and Powerful Solution for Retirement Saving—Russell’s Approach to Target Date Funds 203\u003cbr\u003e\u003ci\u003eGrant W. Gardner and Yuan-An Fan\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 12 Investment Aspects of Longevity Risk 223\u003cbr\u003e\u003ci\u003eDon Ezra\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 13 Mismeasurement of Risk in Financial Planning—A Lesson in Risk Decomposition 237\u003cbr\u003e\u003ci\u003eRichard K. Fullmer\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 14 Modern Portfolio Decumulation—A New Strategy for Managing Retirement Income 249\u003cbr\u003e\u003ci\u003eRichard K. Fullmer\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eAppendix A Lessons Learned from Retirement Income Research 273\u003c\/p\u003e \u003cp\u003eAppendix B The New Language of Retirement 277\u003c\/p\u003e \u003cp\u003eAbout the Authors 283\u003c\/p\u003e \u003cp\u003eIndex 285\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49402459455831,"sku":"9780470920008","price":35.62,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780470920008.jpg?v=1730480466","url":"https:\/\/bookcurl.com\/products\/someday-rich-9780470920008","provider":"Book Curl","version":"1.0","type":"link"}