NEW YORK—July 9, 2019—Morgan James’s new release, Your Insiders’ Guide to Retirement: The Practical Guide to Transitioning from Working to Retirement, by Troy B. Daum, CFP®, R.J. Gordon Tudor CFP®, and Jeff Poole, sheds light on the necessary financial planning required for a secure retirement. With almost 80 years of combined experience in finance, Daum, Tudor, and Poole introduce retirees to an exciting new world where companies act as a fiduciary. They present a paradigm shift in the financial services space and emphasize the importance of understanding and implementing a personalized financial plan in order to have an amazing retirement journey.
Your Insiders’ Guide to Retirement teaches retirees how to generate safe, predictable income from their nest egg and explores how great financial plans are about empowering seniors to live an amazing life. Daum, Tudor, and Poole provide clear advice on selecting and diversifying smart investments to create an “All-Weather Portfolio.” They encourage seniors to work with an experienced financial planner that can select successful investments with a better return on investment than “risk-free” assets, while anticipating changes in the market, inflation, and long-term results.
Daum, Tudor, and Poole are determined to inform retirees about successful financial investments. Their goal is to inform those transitioning into retirement as well as those who are looking to plan ahead, knowing that it’s never too early to start.
If you would like more information about this topic, or to schedule an interview with Troy B. Daum, CFP®, R.J. Gordon Tudor CFP®, and Jeff Poole, please call Nickcole Watkins at 516.900.5674.
About the Author: Troy B. Daum, CFP®, is the principal and founder of Wealth Analytics. He has over thirty years of experience in financial services. Troy has played a visible role in building the financial planning and investment management profession in San Diego and he served as the first President and Chairman of the San Diego chapter of the Financial Planning Association. He is a Certified Financial Planner™, Chartered Financial Consultant, and a Chartered Life Underwriter. Troy is married with three grown children and currently resides in San Diego, California.
R.J. “Gordon Tudor” CFP® has over 27 years in the financial planning wealth management industry. Before transitioning to the financial industry, Gordon spent 10 years as a commercial real estate broker. He is the past President and Chairman of the Financial Planning Association of San Diego, where he formed a non-profit organization called Financial Independence Training (FIT) which, still to this day, provides financial education to the men and women of the military. Currently, Gordon and his wife call Encinitas, California home, and their three grown boys have all started their own exciting careers.
Jeff Poole has over 19 years of experience in the investment services industry. A graduate of Chapman University in Business Administration and a licensed investment professional, Jeff specializes in portfolio asset allocation and risk analysis. He is an active volunteer in multiple community outreach programs, including Family Assistance Ministries and Boy Scouts of America. Jeff enjoys family time with his wife and three kids where they currently reside in San Clemente, CA
More About This Title: Your Insiders’ Guide to Retirement: The Practical Guide to Transitioning from Working to Retirement by Troy B. Daum, CFP®, R.J. Gordon Tudor CFP®, and Jeff Poole, will be released by Morgan James Publishing on July 9, 2019. Your Insiders’ Guide to Retirement—ISBN 9781642792720—has 154 pages and is being sold as a trade paperback for $16.95.
About Morgan James Publishing: Morgan James publishes trade quality titles designed to educate, encourage, inspire, or entertain readers with current, consistent, relevant topics that are available everywhere books are sold. (www.MorganJamesPublishing.com)
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