Volume 2 – The Middle Years

Investing & Climbing the Retirement Hill

The second book covers ages 30 through 60, or The Middle Years. You’ll learn the basics of investing: terminology, how stocks, bonds, and mutual funds work, how to set up an account, and understand the risks and rewards that come with investing. I’ll explain the challenges to overcome to be a successful individual investor and how to build portfolios addressing your risk tolerance and goals. The second volume will help you climb up the retirement hill, creating a plan using my Retirement Checkpoint tool, monitoring your progress along the way. Finally, I’ll lay out the pros and cons of hiring a financial planner and show you the real cost so you can make an informed decision.