No One Loves Your Money Like You Do: The Ultimate Retirement Planning Guide for Business Owners and Private Practitioners, 1st Edition

Preface ix
Acknowledgments xi

Part One: Introduction
1 If You Love Your Money, It’s Time to Get Started 3
2 You Can Do This 13

Part Two: Goals and Self-Assessment
3 Establishing Your Goals 27
4 Assessing What You Have 49
5 Your Business and Your Retirement 59

Part Three: Retirement Tools and Resources
6 Understanding the Market and Your Investments 71
7 Understanding Mutual Funds, Exchange-Traded Funds (ETFs), and Index Funds 93
8 Selecting and Managing Your Mutual Funds 121
9 Stocks and Bonds 135
10 Other Investment Options 155
11 Social Security 171
12 Finding the Right Financial Adviser and InvestmentManager 177

Part Four: Living the Good Life: Life After Retirement
13 Using Your Savings for the Rest of Your Life 193
14 The Three Pots 209
15 Long-Term Care, Healthcare, and Other Needs 219
16 Emergency Alternatives 231
17 Life After Retirement for Professionals and BusinessOwners 237

Conclusion: Putting It All Together 243

Index 245
About the author 255