Overview

THE VIEW FROM THE OTHER SIDE OF THE MOUNTAIN… Getting to retirement is like getting to the top of Mount Everest: only part of the journey, and not even the hardest part. Everyone has a fantasy of retirement: maybe it’s cold cocktails on a hot beach, hitting the links all day, or taking a whirlwind tour of Europe. Far fewer of us have a similarly clear idea about how to structure our portfolio for constant withdrawals or what to do when the golf courses and gimlets start to lose their luster. Climbing Your Way to Wealth is a retirement road map, walking the reader through the elements of successfully entering the “distribution phase” of our financial lives. Many people, even those who are financially literate and very successful, don’t realize how unique retirement really is and the kind of specialized knowledge required to truly get it right. Fortunately, CFP®, CPA, and MPA Rich Liberante is here to serve as your financial sherpa, explaining the perils and pitfalls of navigating retirement in a straightforward and pragmatic fashion. From how to structure your wealth to how to structure your time, Climbing Your Way to Wealth provides a clear pathway to the secure and relaxing retirement you deserve.

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9781642252286

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"Most people spend their lives honing their ability to build wealth, not to distribute it. Retirement is a distinct part of the financial lifecycle and requires its own skills and knowledge to navigate it successfully. For the unprepared pre-retiree, this shift in focus can be abrupt and disorienting. What's worse, we only get one shot at a successful, fulfilling retirement, and seemingly small mistakes can have outsized impacts. As Rich says, ""you don't know what you don't know,"" and even people who manage to retire more or less without incident can wind up wasting lots of time and leaving money on the table. With more than two decades of specialized experience in retirement management, tax preparation, and estate planning, Rich Liberante has seen just about every scenario imaginable when it comes to entering retirement. In Climbing Your Way to Wealth, he discusses the most important (and often overlooked) elements that anyone approaching retirement needs to consider."

Most people spend their lives honing their ability to build wealth, not to distribute it. Retirement is a distinct part of the financial lifecycle and requires its own skills and knowledge to navigate it successfully. For the unprepared pre-retiree, this shift in focus can be abrupt and disorienting. What's worse, we only get one shot at a successful, fulfilling retirement, and seemingly small mistakes can have outsized impacts. As Rich says, you don't know what you don't know, and even people who manage to retire more or less without incident can wind up wasting lots of time and leaving money on the table. With more than two decades of specialized experience in retirement management, tax preparation, and estate planning, Rich Liberante has seen just about every scenario imaginable when it comes to entering retirement. In Climbing Your Way to Wealth, he discusses the most important (and often overlooked) elements that anyone approaching retirement needs to consider.

Author Information

RICH LIBERANTE, CFP®, CPA, and MPA, is a partner at Watermark Wealth Strategies, where his role is to facilitate the harmonization of his clients’ financial lives. Nothing excites him more than to see an uncoordinated mix of investments transform into a holistic plan that accounts for all the complex issues of retirement. Formerly a financial wholesaler, Rich spent two decades consulting with advisors on planning product solutions. It was during this time he noticed many of the firms he visited lacked the ability to effectively aid clients in all the areas they needed, including investments, taxes, and estates. He set out to remedy an underserved market through the creation of Watermark’s retirement practice. Rich is an avid hiker and cyclist who also enjoys water skiing and the occasional helicopter skiing trip to Canada.

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