Retirement is a lot like raising kids.
You get one shot, and there are no do-overs.
When your kids are in their twenties, you can’t rewind the clock so you can parent them differently. Similarly, a seventy-year-old can’t re-do their retirement. There is no reset button-some things you can’t undo. The good news is you can embrace your next chapter with purpose, wealth, and confidence by answering the right questions.
Author and financial advisor Dan Langworthy is the founder of Fortress Financial Group. For over three decades, he and his team have empowered clients to enjoy a worry-free retirement, focusing on what matters most-living life to the fullest. He has taken his experience and created this fable based on real-life stories to help more people embrace retirement.
In Retire and Thrive, you’ll discover how to:
You don’t have to wait to live your best life. Retire and thrive-starting today.
Mục lục
Foreword
Part One: Parable
Retirement: Blessing or Burden
Scott and Donna’s Story
Life Before Children
Children Change Everything
Part Two: Paradigm
Lesson One: I Can Enjoy the Fruits of My Labor
Empty Nest
Enjoying the Fruits of Your Labor
Lesson Two: To Reap the Rewards,
I Must Review My Investments
Portfolio Reviews
Understanding Stocks
Lesson Three: I Only Have Freedom
When My Cash Flows Freely
A Debt Free Retirement Plan
If You Have Debt, Make Sure it’s Smart Debt
Lesson Four: I Will Thrive
As I Understand My Financial Picture
Taking Inventory of Your Assets
Thriving for the Rest of Your Life
Lesson Five: I Must Navigate Social Security
with Wisdom
Word of Wisdom One: Timing
Word of Wisdom Two: Taxes
Word of Wisdom Three: Spousal Benefits
Word of Wisdom Four: Survivor Benefits
Lesson Six: I Can Make Taxes Work for Me
Instead of Against Me
Giới thiệu về tác giả
More than thirty years ago, Dan Langworthy founded Fortress Financial Group, a wealth management firm dedicated to delivering sound financial advice with integrity. Originally hailing from Dodge Center, MN, Dan’s midwestern values stand out in his client relationships. He is driven by a genuine passion for helping individuals and families realize their financial objectives, with his primary goal being to give clients confidence and clarity.
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