検索キーワード： 退職プラン

When Tyler Gardner first became a financial advisor, he realized that the industry cared more about commissions than education. Fed up, he began posting informational videos. No jargon, no gatekeeping, just honest financial education to help his now 4+ million followers build real wealth. Real wealth isn’t someone else’s formula or number. It’s a life built with intention. It’s confidence that your money is doing what you need it to. It’s the flexibility to live how you want to—to protect and grow your money confidently, whether you’re starting with $1,000 or $10 million.

Estate planning doesn't have to be overwhelming or reserved only for the wealthy. At its core, it's about protecting what you've built, organizing your financial life, and making sure the people you care about are supported in the future. Yet many people delay it—not because it isn't important, but because the process often feels complicated or filled with legal language that doesn't answer real-life questions.

In Ageless Intelligence, Debra Taylor makes one thing clear: Baby Boomers aren't behind in the AI revolution — they're positioned to lead it. Through personal stories, real-world examples, and practical guidance, this audiobook shows how experience and wisdom become a competitive advantage in an AI-driven world — and how anyone willing to learn can harness these tools to reinvent their career, build new income streams, and stay intellectually sharp.

Freiheit entsteht nicht durch mehr Leistung. Sie entsteht durch bessere Entscheidungen. Dieses Buch richtet sich an Unternehmerinnen und Mütter, die ein funktionierendes Business aufgebaut haben und dennoch spüren, dass etwas fehlt: Ruhe, Klarheit, Raum zum Leben. Ohne Versprechen schneller Erfolge oder lauter Motivation zeigt dieses Buch, wie Freiheit entsteht, wenn Arbeit begleitet statt zu dominieren, wenn Systeme tragen statt zu verfolgen und wenn Entscheidungen aus Kriterium statt aus Druck getroffen werden.

In Wealth Acceleration with Life Insurance, Ethan Maxwell demystifies powerful financial strategies used by the wealthy, like Infinite Banking, overfunded whole life policies, and Indexed Universal Life (IUL) plans, to show how ordinary individuals can create extraordinary financial leverage.

Americans agree on very little these days, but red state conservatives and blue state progressives can agree on one critical point: Wall Street can no longer be trusted. Yet most of us continue to invest our money in the stocks and bonds of Fortune 500 companies, transferring our capital far from where we live and work. Local investing expert Michael Shuman offers another alternative.

An updated edition of the self-published book that sold more than 100,000 copies, with a new chapter on the 2018 tax cuts. There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. The United States Government has made trillions...

In just ten short, accessible, and inviting chapters, Rethinking Investing: A Very Short Guide on Very Long-Term Investing presents straightforward steps that ordinary people can take to better invest their money. This book dispels myths about the value of investment managers, highlights emotional tendencies that can cloud our financial judgment, explains why index funds are a savvy choice, and reveals secrets like why it's better to wait until age seventy to receive Social Security benefits—along with the calculations that make this decision crystal-clear.

What are we going to do with those 20 or 30 years we didn’t expect? Due to unfounded fears of unhappiness and regret, many intelligent, otherwise rational people, even into their 40s and 50s, are so convinced that old age is a time of misery that they simply deny any other outcome and refuse to plan their own destiny. This optimistic and highly informative guide to smart aging will detail for listeners the steps they need to take to ensure that long life becomes synonymous with good life.

What if your starting point didn't matter? In 1983, Stephen landed in America with $600 and a dream. Within a week, he was washing dishes at Denny's for $3. 35 an hour while studying mechanical engineering full-time. No connections. No safety net. No backup plan. Just faith, hard work, and an unshakable belief that where you start has nothing to do with where you finish. Today, Stephen is a multimillionaire entrepreneur who owns multiple businesses and has built generational wealth for his family. But this book isn't about him—it's about YOU.

Discover the strategies the ultra-wealthy use to grow their fortunes and legally avoid taxes — made simple for EVERYONE — with the ultimate guide to reducing your tax bill to zero. Learn the secrets the rich use to get rich, and STAY RICH, including: Master the S.M.A.R.T. system: Strategies to Maximize Assets and Reduce Taxes; Build your “Perfect Portfolio”: It is LIFE-CHANGING!; Leverage “The Five Pillars” of investing — stocks, real estate, life insurance, cryptocurrency, and precious metals — a bulletproof, tax-free financial plan.

If your future depends on stock market returns that only slightly beat rising costs, you’re not planning for retirement—you’re planning to run out of money slowly. But there’s another way. Engineer Your Retirement Plan with Bitcoin empowers forward-thinking professionals to rethink the future of retirement. Inside, you’ll discover how to combine proven methods with modern tools—including an introductory approach to sound digital assets like Bitcoin—to help your savings grow faster, last longer, and keep pace with economic change.

Retirement isn’t just about what you’re leaving behind—it’s about what you’re gaining: happiness, personal freedom, the joy of breakfast in the afternoon, and designing your dream retirement as an active, happy retiree. Do you ever wonder how to redefine yourself after leaving your career behind? Ready to swap deadlines for dancing in your living room and trade stress for a new routine, a new YOU? This book is your fun, fabulous guide to making retirement the most exciting, vibrant, and fulfilling chapter of your life!

Whether you want to discover great places to live in the USA and around the world that are inexpensive, set your home and social life up for optimal enjoyment, or explore the many ways you can live happily and productively in retirement, this audiobook will teach you everything you need to know. Choose wisely how you retire.

This book challenges the traditional approach. Instead of focusing solely on money, Retirement Planning That Delivers is about building a life filled with purpose, joy, and resilience. It’s 80% focused on lifestyle and 20% on funding your dream.

USA TODAY NATIONAL BESTSELLER Becoming a millionaire isn’t just for the lucky few. According to Sam Dogen, the creative force behind the immensely popular Financial Samurai website and newsletter, the vast majority of people who are intentional with their finances can achieve millionaire...

In The Rule, legendary trader and hedge fund pioneer Larry Hite recounts his working-class upbringing in Brooklyn as a dyslexic, partially blind kid who was anything but a model student - and how he went on to found and run Mint Investment Management Company, one of the most profitable and largest quantitative hedge funds in the world.

Unlock a stress-free retirement and achieve the financial freedom you deserve with this ultimate guide! Imagine possessing a comprehensive resource that breaks down retirement planning into simple, actionable steps, turning complex financial decisions into opportunities for a secure future. Whether you’re starting from scratch, looking to enhance your current retirement plan, or are near retirement without much savings, this book will guide you through every stage of the process and ensure you're fully prepared for the next chapter of your life.

This book contains strategies to save money, invest, and reduce taxes. Such strategies include opening a SEP IRA, contributing to your 401K, maximizing life insurance, and many more. It is intended to help all incomes levels, but in particular, people of high net-worth such as business owners, doctors, and lawyers, etc. The book contains strategies that could help your overall financial plan after consulting with a fiduciary professional.

Attorney and CPA Mark J. Kohler targets the leading tax and business issues among small business owners, across all stages of business, and delivers a practical guide to the fundamental tax and legal conflicts faced by new and established entrepreneurs. Coached by Kohler, business owners are armed to seek out the right professionals relevant to their concerns, confidently ask the right questions, and ultimately, save time, money, and in many cases, potential heartache.

The Way to Wealth, an essay by Benjamin Franklin, is a collection of wisdom sayings and advice published in Poor Richard's Almanac from 1733-1758. These proverbs and sayings are woven into an ethical code advocating industry and frugality as a “way to wealth”, thereby securing personal virtue. It is presented as a speech given by Father Abraham to a group of people. Many of the phrases Father Abraham uses continue to be familiar today, such as "There are no gains, without pains", "One today is worth two tomorrows" and "Get what you can, and what you get, hold".

Eight Things I Wish I Knew Before I Retired isn’t just about saving money - it’s a journey into triumphing over a life of purpose and passion. With a down-to-earth approach to the life events retirees face, this guide invites listeners into real-life anecdotes that both entertain and help shape your ideal retirement future.

You can talk about theories, concepts, and ideologies all you want, but when it gets right down to it, winning in business is all about mastering the gritty, inescapable, make-or-break, real-life dilemmas that define the new economy, the old economy, and everything in between. My boss is driving...

If you're looking to retire wealthy one day, and you'd like "that day" to be sooner than later but don't know how to get there, then here's the deal. Retirement has always seemed so far in the future you've felt you don't need to worry about planning for it yet. Or, you have started to think about it, but you simply don't know where to begin with all the different pension and saving options. How much do you even need for retirement anyway?! In this audiobook you will find all the expert tips and advice you'll need to make sure that your retirement runs smoothly.

Retirement doesn't have to be dull or boring! Uncover a world of exciting new hobbies, keep fit and agile, make a real difference in the world, declutter your house, earn extra income, and add a sparkle to your retired life with this friendly and helpful guide.

In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. Designed for both professional and academic audiences, Psychology of Financial Planning is written for those with thirty years in practice as well as those just beginning their journey.

Even before the pandemic, a large share of households by Americans over age fifty faced the threat that their living standards would decline sharply in retirement. In the wake of COVID-19, these numbers will surely worsen. In Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, finance writer and regular New York Times retirement contributor Mark Miller offers practical strategies for Americans to improve their retirement prospects.

A successful entrepreneur living in Southern California, Scott Rieckens had built a “dream life”: a happy marriage, a two-year-old daughter, a membership to a boat club, and a BMW in the driveway. But underneath the surface, Scott was creatively stifled, depressed, and overworked trying to help pay for his family’s beach-town lifestyle. Then one day, Scott listened to a podcast interview that changed everything.

La muerte es una de las pocas certezas de la vida, pero la mayoría de los estadounidenses evitan planificarla. Esta reticencia a afrontar la mortalidad a menudo deja a las familias luchando en sus momentos más vulnerables, tomando decisiones difíciles bajo presión emocional y económica.

You will exit your practice. Will you lead it, or will it lead you? As a financial advisor, you've spent years helping clients plan for what's next. But when it comes to your future, delaying seems easier than deciding. The longer you wait, the more likely your exit will be defined by a moment you didn't choose or can't control.