Overview

""A bird sitting on a tree is never afraid of the branch breaking, because its trust is not on the branch but on its own wings."" - Charlie Wardle Most pre-retirees and retirees feel understandably ambivalent about seeking financial advice. While building up our assets is simple enough, transitioning into retirement ratchets up the stakes, risks, and complexity. We know we need help. But we also know, or we can at least sense, that the Retirement Advice Industrial Complex will do and say almost anything to get us to buy, and most of what they're peddling is toxic waste. Many people in the industry are decent-but it's a distorted system rife with troubling conflicts of interest due to the prevailing compensation models. In the pages of this book, I lay out key retirement, tax, insurance, and investing strategies in an approachable and practical way. I also show you how to weave those threads together, all while avoiding the most costly and problematic products. And I don't stop there. Having a great plan (with great products) is not sufficient on its own. So, I also show you how to cultivate a feeling of relaxed confidence in your financial life-a feeling that eludes all too many. Be the Bird is a simple, approachable roadmap for both solving your financial puzzle for retirement and learning how to remain relaxed and confident for the long term.

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Reviews

"""If you're retired or planning to do so in near future, Be the Bird is filled with great advice on not only investing, but also estate and tax planning, showing strategies that maximize wealth while managing risks."" Larry Swedroe, Head of Financial and Economic Research, Buckingham Wealth Partners ""Bradley Clark guides his reader through the mosaic of investment decisions in simple and straightforward terms. He provides important advice for those near retirement, which is the most critical time in everyone's investment life, and he provides cogent advice on selecting and using an investment advisor. Unlike many books on investing, Brad tells it like it is - no gaslighting."" Ron Surz, President of Target Date Solutions, Co-Host of Baby Boomer Investing Show"

""If you're retired or planning to do so in near future, Be the Bird is filled with great advice on not only investing, but also estate and tax planning, showing strategies that maximize wealth while managing risks."" Larry Swedroe, Head of Financial and Economic Research, Buckingham Wealth Partners ""Bradley Clark guides his reader through the mosaic of investment decisions in simple and straightforward terms. He provides important advice for those near retirement, which is the most critical time in everyone's investment life, and he provides cogent advice on selecting and using an investment advisor. Unlike many books on investing, Brad tells it like it is - no gaslighting."" Ron Surz, President of Target Date Solutions, Co-Host of Baby Boomer Investing Show

Author Information

Bradley Clark, CFP(R), RICP(R) is the founder of Clark Asset Management, a leading fixed flat fee wealth management firm helping pre-retirees and retirees protect and enjoy their assets. In addition to serving their clients, Bradley and his team are helping transform the shady financial advice industry into a helping profession.Bradley served as publisher at The Motley Fool and partner at Oliver Wyman. He also holds his BA from Harvard and his MBA from Stanford.

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