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Spend, Protect, Grow: A Comprehensive Guide to Maintaining Your Desired Lifestyle Throughout Retirement
Scouring the internet for financial information and advice can be confusing, if not treacherous. Many posts or articles often contain recommendations and directives that are misleading, if not wrong. The public's dogmatic adherence to dated rules of thumb and conventional wisdom often impedes real financial progress.
In his book, Spend, Protect, Grow, Phil Simonides, CFP® cuts through the clutter and educates readers on how to de-risk their retirement. Phil serves as Executive Vice President of McAdam Financial and is a CERTIFIED FINANCIAL PLANNER™. He is a key architect behind McAdam's commitment to offering advanced wealth solutions retirees need to achieve their dream lifestyles.
Phil reveals a planning process that includes the "Three Uniques" the McAdam team uses when developing custom retirement plans for their clients.The capability of a Holistic Advisor to create comprehensive, written financial plansThe installment of Safe Money Strategies to prevent clients from losing a single dollar they've already earnedThe reliability of Process-Driven Portfolio Management that follows specific analytics proprietary to McAdamHe outlines these features and expands on the logic behind the approach represented by the three elements in the book's An amount clients intend to spend over a period of ten to twelve years An amount clients want to protect as long as possible with no risk of loss due to market performance An amount clients hope to grow perpetually to fight long-term inflationIn Spend, Protect, Grow, Phil emphasizes the importance of stress-testing your current asset composition. He sets the record straight on many retirement fallacies in order to ensure your resources last a lifetime.
In his book, Spend, Protect, Grow, Phil Simonides, CFP® cuts through the clutter and educates readers on how to de-risk their retirement. Phil serves as Executive Vice President of McAdam Financial and is a CERTIFIED FINANCIAL PLANNER™. He is a key architect behind McAdam's commitment to offering advanced wealth solutions retirees need to achieve their dream lifestyles.
Phil reveals a planning process that includes the "Three Uniques" the McAdam team uses when developing custom retirement plans for their clients.The capability of a Holistic Advisor to create comprehensive, written financial plansThe installment of Safe Money Strategies to prevent clients from losing a single dollar they've already earnedThe reliability of Process-Driven Portfolio Management that follows specific analytics proprietary to McAdamHe outlines these features and expands on the logic behind the approach represented by the three elements in the book's An amount clients intend to spend over a period of ten to twelve years An amount clients want to protect as long as possible with no risk of loss due to market performance An amount clients hope to grow perpetually to fight long-term inflationIn Spend, Protect, Grow, Phil emphasizes the importance of stress-testing your current asset composition. He sets the record straight on many retirement fallacies in order to ensure your resources last a lifetime.
176 pages, Kindle Edition
Published November 15, 2024
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February 8, 2026
A lot to know to get your desired lifestyle.... converting IRA to Roth IRA to save in the future. RMD and taxes. A lot to know so your not in the highest tax bracket in retirement
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