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Fire Your Baby Boomer Advisor
Fire Your Baby Boomer Advisor
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Fire Your Baby Boomer Advisor

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What if the biggest risk to your retirement isn't the market - but your advisor?For decades, Baby Boomer financial advisors built successful careers during an era of rising markets, pensions, and simpler rules. But the world has changed and many investors are unknowingly relying on advice that's stuck in the past. In Fire Your Baby Boomer Advisor, Justin J. Lotano delivers a bold, honest, and refreshingly clear look at how outdated financial advice can quietly cost you millions in missed opportunities, unnecessary taxes, and avoidable mistakes especially as you approach or enter retirement. This book isn't about age discrimination. It's about relevance, adaptability, and accountability. You'll discover:Why many traditional advisors still use strategies designed for the 1980s and 1990sHow conflicts of interest, complacency, and "e;set-it-and-forget-it"e; thinking hurt long-term outcomesThe hidden dangers of outdated retirement income planningWhy tax strategy, estate planning coordination, and proactive risk management matter more than everHow technology, transparency, and ongoing education separate modern advisors from legacy onesMost importantly, this book teaches you how to evaluate your advisor the same way you'd evaluate a surgeon, pilot, or CEO not by how long they've been around, but by how well they're prepared for what's next. Written in plain English, with real stories, humor, and practical examples, Fire Your Baby Boomer Advisor empowers readers to ask better questions, demand better service, and take control of their financial future whether that means holding their current advisor to a higher standard or finding a new one entirely. If you're within 15 years of retirement, already retired, or simply tired of vague answers and recycled advice, this book may be the most valuable financial decision you make this decade. Because your retirement deserves modern thinking not legacy advice.
Undertittel
Why Age May Be the Most Important Factor When Choosing a Financial Advisor
ISBN
9798317831653
Språk
Engelsk
Utgivelsesdato
13.3.2026
Forlag
Bookbaby
Tilgjengelige elektroniske format
  • Epub - Adobe DRM
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