Overview

As you near retirement, you may find yourself searching for peace of mind. If you follow the conventional wisdom of buying dividend-focused stocks, you're likely to encounter two major problems. The first is a higher than necessary tax bill, and the second is underperforming the overall stock market. That is not the retirement dream you've worked for-it's a recipe for frustration. There is a better way to generate reliable income-one that billionaires like Jeff Bezos of Amazon, Larry Page of Google, and Marc Benioff of Salesforce routinely use. Income on Demand is a step-by-step guide for structuring your investment portfolio so you can generate income on your terms, have more money by investing in index funds, and save money on taxes. It also helps remove stress by providing you with the most effective defenses for withstanding a down market. Income on Demand empowers you to transform your financial house into a financial castle.

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9781544508672

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JONATHAN D. BIRD, CFP(R) is the founder and CEO of Farnam Financial, a financial services firm based in Phoenix, Arizona. Farnam Financial serves those in retirement or nearing it. Prior to founding Farnam Financial, he worked for Charles Schwab for six years and managed $250 million in client assets. Outside of work, Jonathan enjoys golf, pickleball, and running a Junto inspired by Ben Franklin's autobiography. To connect with Jonathan, you can email him at jonathan@farnamfinancial.com or visit www.FarnamFinancial.com.

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