Publisher Description
In Retirement Fail, top financial advisor Greg Sullivan shares the insights he has gained over his thirty-five-year career in wealth management to help you identify potential pitfalls and learn how to safeguard your hard-earned retirement assets. Because, contrary to what most people think, it is not poor portfolio performance that usually busts your retirement accounts. Rather, it's the emotional decisions you make that can cause major problems. Whether it's buying a vacation home that is beyond your reach, subsidizing your adult kids to a degree that is ill advised, or passing on the umbrella insurance your advisor recommended, the choices you make have an enormous effect on whether you'll be able to enjoy the comfortable retirement you've dreamed about.
Retirement Fail:
● Lays out the nine common hazards that trip up otherwise well-prepared retirees, encouraging you to think through your decisions and set a course aligned with your values and your ultimate goals
● Goes beyond traditional financial advice, using personal stories to illustrate how others have become mired in—or solved—these financial dilemmas
● Creates a valuable framework you can use to chart your path or begin conversations with your advisor, so that you can act to protect your financial independence
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About Greg Sullivan
Greg Sullivan, CPA, CFP®, is president and CEO of Sullivan Bruyette Speros & Blayney, a wealth advisory firm providing financial advice to high-net-worth and ultra-high-net-worth clients. He is a founding member of both the Alpha Group and Blind Squirrels, national consortia of wealth managers and business owners. Barron’s has recognized Greg as one of the nation’s Top 100 Independent Financial Advisors and Washingtonian magazine named him as one of the Best Financial Advisers in Washington, DC.
About Peter Berkrot
Peter Berkrot, winner of Audie and Earphones Awards for narration, is a stage, screen, and television actor and acting coach. He has narrated over 450 works that span a range of genres, including fiction, nonfiction, thriller, and children’s titles. His audiobook credits include works of Alan Glynn, Eric Van Lustbader, Nora Roberts and Dean Koontz. In film and television, he appeared in Caddyshack, America’s Most Wanted, and Unsolved Mysteries. He performs in regional and New York theaters and directs the New Voices acting school.