Cash-Rich Retirement: Use the Investing Techniques of the Mega-Wealthy to Secure Your Retirement Future (Hardcover)

by Jim Schlagheck (Author) "Congratulations!..." (more)
Key Phrases: investment master plan, analyst research, demographic storm, Social Security, United States, Build Income Streams (more...)

Editorial Reviews

Product Description

Invest your money like a millionaire and get sound and secure returns.

Cash-Rich Retirement, as seen on the public television series Retirement Revolution, brings the investing strategies of the mega-rich to everyday people. It breaks with conventional advice that tells the public to invest mightily in stocks, flip holdings, and seek capital gains. Hogwash! says private banker and investment advisor Jim Schlagheck. Forget speculative “gains”! Invest instead for prudent income. Save. Build a “life-cycle” annuity package for lifetime retirement income. Focus on dividend-, interest-, and rent-producing investments and insurance.

Cash-Rich Retirement is provocative and practical. Schlagheck makes private-banking investment strategies available to any investor. His income and annuity strategies are unique. He also puts retirement within reach of today’s average American with six straight-shooting, show-me-the-money steps:
- Change your “automatic pilot.”
- Diversify your holdings in radically different ways.
- Build out your investment plan with funds and objective research.
- Get all the professional help you can.
- Build income streams with a ladder of annuities.
- Invest in long-term health care insurance.

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.

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Product Details

• Hardcover: 288 pages
• Publisher: St. Martin's Press (March 4, 2008)
• Language: English
• ISBN-10: 0312377401
• ISBN-13: 978-0312377403
• Product Dimensions: 9.3 x 6.4 x 1.3 inches
• Shipping Weight: 1 pounds (View shipping rates and policies)
• Average Customer Review: 5.0 out of 5 stars See all reviews (5 customer reviews)
• Amazon.com Sales Rank: #587,644 in Books (See Bestsellers in Books)

Customer Reviews

Most Helpful Customer Reviews

10 of 10 people found the following review helpful:

5.0 out of 5 stars Good Book, Good Advice, March 11, 2008

By	Patricia Marino (New York) - See all my reviews (REAL NAME)

I recently took early retirement and have checked out several books looking for help to make my income last. This is the best of the lot. It helped me understand ways of shielding my investments from "performance whiplash". It also gives straightforward advice about new funds, indexes, health insurance, annuities and even reverse mortgages. Whether you are already retired, thinking of retirement, decades away from retirement or somewhere in between, this book will help you. I give it high marks for good advice, good tools, and a clear action plan for stronger finances. Best of all, it is easy to read and understand.

3 of 3 people found the following review helpful:

5.0 out of 5 stars Tough talk, March 13, 2008

By	T. P. Connolly "readup" (Delaware Valley) - See all my reviews (REAL NAME)

Finally a book on retirement that stands out based both on content and on style. It is a little like Dad is taking you out to the woodshed to teach you a lesson about retirement planning. He is spot on in putting responsibility back squarely in the lap of each of us for our retirement health. His investment strategies make sense and are obviously founded on a great deal of experience and research.
This is a book that compasionate companies everywhere should buy for their employees offering at least some atonement for the pensions that they have shrunk or eliminated.

5 of 7 people found the following review helpful:

5.0 out of 5 stars Buy This Book!!!, March 8, 2008

By	Adam Smith - See all my reviews

No matter what age you are, preparing for retirement or being retired (i.e. living off of your resources) we all wonder if we are making the right decisions. Jim has done extensive research on the subject and reports his results in a very easy to understand book. It will serve as a great resource to help you achieve your objectives.