From the Back Cover
Concerned about your retirement savings? You should be! But you can capitalize on today’s market turmoil and enjoy a sound and secure financial future.
Cash-Rich Retirement is the book seen on public television that explains a new, less speculative, and proven strategy to help you.
Jim Schlagheck is a private banker and investment advisor to the mega-wealthy, and the coproducer of Retirement Revolution, a public television series on better retirement preparedness. He has held senior wealth management positions with some of the world’s leading financial institutions.
In this book, Schlagheck foresees increasing financial turbulence. Pension underfunding, boomer demographics, and America’s “flip” investment psychology are sure to cause financial distress. He explains ways of offsetting these threats and how anyone can employ the success strategies of the super-rich.
Cash-Rich Retirement is provocative and practical. Schlagheck’s income and ladder-of-annuity strategies are unique. He explains the full range of the country’s most recent and most-needed financial products:
- Annuities and ways to give yourself lifetime income.
- Mutual funds, ETFs, and “fundamental” indexes.
- Investments that gain more in “up” markets and lose less when markets come down.
- Reverse mortgages.
- Health insurance.
You can enjoy a sound and secure future---just like the world’s financial elite. Whether you’re already retired, many years away from retirement, or a financial professional, Cash-Rich Retirement will help you successfully protect and enlarge your retirement capital.
About the Author
JIM SCHLAGHECK is an author, banker, longtime advisor to the ultrawealthy, and the coproducer of the public television series Retirement Revolution. He has written numerous articles on investing, retirement, and finance, and is also an acclaimed speaker, who describes better ways for retirement readiness to audiences of wealth management professionals and lay investors nationwide.