Don’t Get Bullied by Your Bank…or Anyone Else!: The 5-Step Plan to Exit Your Business With All the Money You Need to Live the Life You Want

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Where did the chip on the author’s shoulder come from; such that he wants to protect business owners as they exit for retirement? The chip comes all of the way from the rough and tumble streets of Boston to the exclusive offices of private wealth management in Palm Beach.

Callanan takes the reader through his painful rollercoaster’s journey of generational alcoholism, bullying and drug addiction as a youth. The book also includes him finding his faith in God.  This faith helped him to deal with a baseball bat accident that took the life of a classmate, a family suicide and more than one business market crash.

The author presents a well-researched argument that Wall Street is operating from a broken 50-year-old model. This broken model will disappoint retirees as they age unless they make risk management a priority in their family portfolios.

This very personal and vulnerable story is told so that the retirement income planning paradigm for business owners is transformed. Callanan wants to educate people how to exit for all they are worth. It’s an insider’s view that although the odds are against the client, something can be done about it.  Nothing is left off the table. The People need to know. This is a must read for anyone who wants to make sure they are not getting bullied by their financial institutions into taking less than they deserve.

The world of investing, planning and retirement accumulation is a bit of a maze often leaving consumers lost and going in the wrong direction. Blue Green and Gold offers comprehensive, yet simple concepts, told in short stories, vignettes and examples to help the reader better grasp concepts and ideas. An easy read for all, creative ideas, real life concepts and direction. For many people, we waste our most precious commodity, time. After reading this book, you will want to act quickly getting started on your path.

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Keep Your Life: Plan Your Endgame So Loved Ones Stay Loved Ones

Keep Your Life - ASIN B0899CTP81

You know you need to plan your retirement. And your estate. How about your quality of life? And when you’re most vulnerable, your dignity? That is, what’s your endgame? How do you pull it all together and keep it together now to beyond your last breath? Your way, always. 

Perhaps you’re already a caregiver to your aging parents. Perhaps you are an aging parent. Perhaps you’re both, or worried you will be. You know too many people stuck in arduous situations with family drama, angst, and financial drain. There must be a better way that’s still a loving way to live.  
Keep Your Life is a timeless path to follow so from your first day of retirement, you can assure your kids and closest loved ones that they can give you their love and keep their lives. 

Keep Your Life is how to surf the silver tsunami without drowning. It’s confidence to
– maintain harmony within your family
– avoid becoming a victim of elder abuse
– find advisers that match your personal and financial styles
– prepare for the possibility of needing long-term care
– reduce stress by making the tough decisions before they become crises
– reduce your financial risks 
– avoid the 7 epic errors that millions of people suffer
— in their relationships with loved ones and 
— in their relationships with money.

Online resources help you make real progress toward planning your endgame. If you are serious about achieving that progress, you can complete an online assessment after finishing the book. Then the author offers you (until he has more demand than he can handle) a personal action plan that points you in the right direction.

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Don’t Run Out of Money: How to Plan and Invest for Retirement Success

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Ready or not, retirement is coming. Will you be ready? While many people think success will come from focusing on the markets and the balance in their retirement accounts, Don’t Run Out of Money will show the reader that the key to achieving retirement success is creating, executing, and following a comprehensive financial plan based on your goals for the retirement you imagine. This book will teach you the complete process for retirement planning, including how to manage the various risks that can derail your plans, the proper use of financial products and how to get the help you need.

In these pages you’ll discover:

    • The 12 questions you must ask an advisor to determine what they do, who they really work for and how you can ensure you get the advice you need
    • The dangers in taking shortcuts, following outdated rules-of-thumb, and relying on online retirement calculators or quickie financial planning tools
    • The one goal that must be included in the planning process
    • The risks that are far more dangerous to your plan than market risk
    • And much more to ensure you Don’t Run Out of Money