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Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad Paperback – November 1, 2011

ISBN-13: 978-1402782725 ISBN-10: 1402782721 Edition: 10.2.2011

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Product Details

  • Paperback: 320 pages
  • Publisher: Sterling; 10.2.2011 edition (November 1, 2011)
  • Language: English
  • ISBN-10: 1402782721
  • ISBN-13: 978-1402782725
  • Product Dimensions: 1 x 7.5 x 9.2 inches
  • Shipping Weight: 1.2 pounds (View shipping rates and policies)
  • Average Customer Review: 4.3 out of 5 stars  See all reviews (29 customer reviews)
  • Amazon Best Sellers Rank: #335,326 in Books (See Top 100 in Books)

Editorial Reviews


"I have found Julie Jason's Managing Retirement Wealth to be an excellent overview, a helpful and detailed guide in the investment process of my personal portfolio management." --Peter Hathaway, retired former portfolio manager in charge of over $10 billion in assets for GE Asset Management's US Equity Large Cap Value Strategy

"Julie Jason's Managing Retirement Wealth is written with the reader in mind. The book provides clear explanations of complex financial market topics and guides the reader on how to design, manage, and evaluate a portfolio to meet retirement needs." --Tom Robinson, PhD, CFA, CAIA, CFP; Managing Director, Education Division, CFA Institute

"If you have not placed an emphasis on how you manage your portfolio, now is the time to do it. Julie will show you how." --Charles Rotblut, CFA, Vice President, American Association of Individual Investors, Author, Better Good than Lucky

"A sturdy, basic, thoughtful, and extremely useful primer to get the investor off the starting line and well down the track to a successful financial future."  --Ben Stein

"Julie Jason gets it!  Anyone who is interested in understanding personal portfolio management should read her book."  --Richard Berkowitz, Esq., Berkowitz, Trager & Trager

“In an age with so many economic uncertainties, Julie Jason's Managing Retirement Wealth is as good a place as any to bone up on the bewildering but rewarding task of putting our futures in order.” --Jonathan Dahl, Editor in Chief of SmartMoney, the personal finance magazine from The Wall Street Journal

"Portfolio manager Jason....offers a well-written and well-organized program, complete with ample charts and graphics, for readers on the eve of retirement..... Readers wondering how to protect their income and investments in a time of economic uncertainty and market volatility will find plenty of excellent advice here."--Publishers Weekly 

 “Julie Jason's Managing Retirement Wealth gets what most investment books miss-investing is a means to an end. If you achieve your goals and provide greater security and opportunity for your loved ones, that's what really matters. This fine text will prepare you to make smarter decisions about the choices that matter most, the ones that lead to your retirement success.” --Don Phillips, Managing Director, Morningstar

From the Author

I've seen casual stock picking work for 30 and 40 year-olds.  Retirees need to do more, especially if they depend on their investments for retirement income.  The process I set out helps people see retirement investing as a series of decisions focused on meeting personal objectives, a process I call "personal portfolio management."  

Personal portfolio management involves measuring cash flow needs, taking into account inflation, taxes, and risk, and monitoring results.  There is a lot more to it than the type of investing most people are used to.  

To help you understand the process, I provide illustrations that break down each of these elements -- but you'll have to put them back together again when you do your own plan. 

That's why you don't want to skim this book.  You'll want to read it through from the beginning to see how one idea builds on another. 

Stock researchers will want to read the in depth original study of the stocks that outperformed and underperformed the market during the "lost decade."  

When you buy Managing Retirement Wealth, you'll be eligible for some complimentary offers from independent resources that I thought you might like to try out to help you with your research.  They more than pay for the cost of the book.  Do take advantage of them:    
  • The American Association of Individual Investors
  • Morningstar
  • Value Line
  • Investor's Business Daily
  • Worden Brothers 

    Please visit managingretirementwealth.com for details.  Email me with comments or questions (readers@juliejason.com).  

Customer Reviews

Her book is well organized, easy to read and easy to comprehend.
Dr. Readalot
The book covers a lot of good material for establishing objectives and tools for retirement planning and portfolio management once in retirement.
Whether you still work or are currently retired, I highly recommend you read Managing Retirement Health.
patrica daigle

Most Helpful Customer Reviews

18 of 20 people found the following review helpful By Paul C. on December 18, 2011
Format: Paperback
Julie Jason is a rare, talented author who can expressly articulate complex information and techniques, without sacrificing the quality of learning. As a graduate student and young professional, the value and the quality of the information I learned in this book far exceeds that of the price, and is on par with top level education. In the interest of nurturing and protecting you and your family's financial wellbeing, this book will show you how to: invest to achieve your goals, be prepared for your retirement and how to best manage your portfolio, as explained by an experienced professional. Julie has created a very well organized and easy-to-understand guide, segmented into eight parts that are filled with simple charts, graphs, and summaries that drive home critical points. You will learn many things from reading this book, and will undoubtedly want to share it with loved ones due to the essential and extremely relevant nature of the content matter contained therein. This book is also a great source of information to better your understanding of the market as a whole and a prudent exposé for assessing and managing risk and uncertainty in down markets and periods of negative or slow economic growth.

***Also, not mentioned in the description, included is a complimentary one-year membership to the American Association of Individual Investors, who provides some great learning material which I found to be incredibly useful.***
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52 of 65 people found the following review helpful By KV on May 15, 2012
Format: Paperback Verified Purchase
I have read many books on investing and retirement planning and this is one of the few that actually gives advice that puts the current or near retirement person at grave risk. It makes two cardinal sins of investing books.

First, based on looking backwards in time it finds that even in a down market some stocks did very well as in 20% compounded interest. The sin is that she did not find these companies before they performed so well but implies that using her complex methods you could find them and do well. So now that she has your attention by suggesting you too can outperform the professional managers she spends the last half of the book explaining all the myriad of tools and information you would need to produce such results. If professional managers like Warren Buffett loses 50% of his stock value in down markets, 2000-2003 and 2007-2009, how on God's green earth are you to manage it? Buffett's stock performance is not mentioned.

Second, the author rightly identifies inflation and safe returns as vital to assuring a sufficient income for a long retirement. She recommends a bond ladder for her example couple and then proceeds to use over 80% of their assets to make this income in the first year of retirement without a word about inflation. Clearly inflation will leave them broke long before they pass on.

In summary, the first half of the book is grossly misleading and oversimplifies the subject which by itself is dangerous. The last half of the book puts the onus on the retiree to use typical mind-numbing research of balance sheets and income statements to find the needle in the haystack stocks that will outperform the market. Even the best portfolio managers cannot consistently outperform the market.

A much better and more consistent book for money management is written by Jane Bryant Quinn. If you want to trade stocks, books written by William J. O'Neil and Les Masonson are better starting points than Julie Jason.
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15 of 17 people found the following review helpful By Vytas Kisielius on October 31, 2011
Format: Paperback
Don't be put off by the title. This new book by Julie Jason is written to help those of us who didn't make a career on Wall Street. By providing a guide that helped me understand how to approach the decisions I need to make to manage my money (versus books that tell me how I ought to manage a portfolio, or that tell me what the author recommends I do with my money), this book has helped me to take control of MY retirement strategy and to feel confident that what I'm doing is the right fit with my personal goals. Well worth the time, the book is clearly written and appropriately paced for a "Main Streeter" like me...
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12 of 15 people found the following review helpful By Cassiopea on March 24, 2012
Format: Paperback Verified Purchase
I'm surprised I'm the only lukewarm reviewer here. I wish I'd found the book to be as wonderful as everyone is saying.

On the plus side, the information is well organized and logically presented, but that's true of many good books on retirement investing (see Bogleheads Retirement Planning book or You've Lost It, Now What by Jonathan Clements...to name 2).

My main gripe is that Ms. Jason has an irritating (to me) writing style more akin to a PowerPoint presentation than a printed book. Very repetitive. She previews what you will read in the next few chapters, then once you get to a chapter she begins by telling you (again) what is ahead, then once she's given what I would consider to be a fairly cursory treatment of the chapter subject, she summarizes what you just read (again). Three seems to be the magic number here.

I want the books in my investing library to provide a healthy dose of new (non-redundant) material. Perhaps you will agree. However, if you do like to have the message drilled in, this may be the book for you. Happy investing.
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5 of 6 people found the following review helpful By Linda M on March 2, 2012
Format: Paperback
I read this book on vacation and loved it. The permeating theme of portfolio management (rather than managing a collection of investments) as a means of achieving one's goals, really hit home for me. Julie's message is delivered in a logical, organized and understandable manner. It is a worthwhile read for investors at any experience level. I highly recommend it.
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Most Recent Customer Reviews

More About the Author

Julie Jason works with families who want her to manage their retirement portfolios. Having gotten her start on Wall Street as a lawyer thirty years ago, she approaches investing with a blend of optimism (everyone can do something to improve their financial situations) and a dose of healthy skepticism (don't invest unless you understand what can go wrong), which is reflected in her books, articles and column.

She takes every opportunity to write, teach, and coach people who want to expand their knowledge and enhance their financial decision-making ability.

Julie's fifth book, The AARP Retirement Survival Guide, was named a TOP TEN BUSINESS BOOK for 2010 by BOOKLIST (American Library Association) and received the following honors:

1) The 2010 International Book Award for Personal Finance
2) The 2010 EIFLE Award (Excellence in Financial Literacy Education)
3) The 2010 Best Books Award for Personal Finance
4) Axiom Best Books Gold Medal for Retirement Planning for 2011
5) The 2010 New York State Society of CPA's Award for Excellence in Financial Journalism (for an AAII article based on two chapters of the book).

Julie's sixth book, Managing Retirement Wealth, received the prestigious EIFLE Award for 2012, along with the 2012 International Book Award and the 2012 Axiom Best Books Silver Medal.

If you want to ask Julie a question she can answer in her award-winning column (www.greenwichtime.com), email her at readers@juliejason.com. Visit Julie at www.juliejason.com. Visit Julie's firm, Jackson, Grant Investment Advisers, Inc. at www.jacksongrant.us.