Retirement Runway
A Story about Family and Legacy
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Attention all families... When we began our journey as an adult, there are a few life lessons that we all wish we had known. In this genre-bending fictional story, a grandfather and his eighteen-year-old grandson hold a series of conversations about family, life, and the foundation for building a financial legacy. Joe refined the concept of the Retirement Runway during his thirty-five years as a certified financial planner, including his many appearances on CNBC and Fox Business. He has dedicated his life to serving families and currently manages over $700M in assets (as of the date of publica...
Attention all families... When we began our journey as an adult, there are a few life lessons that we all wish we had known. In this genre-bending fictional story, a grandfather and his eighteen-year-old grandson hold a series of conversations about family, life, and the foundation for building a financial legacy. Joe refined the concept of the Retirement Runway during his thirty-five years as a certified financial planner, including his many appearances on CNBC and Fox Business. He has dedicated his life to serving families and currently manages over $700M in assets (as of the date of publication) through the registered investment advisor firm he co-founded, the Financial Enhancement Group. Now, he's woven it all into this story. This story isn't a textbook. Inside, you will find a personal story with a message about the foundation of personal finance;the celebration of family; and the map for navigating the legacy you want to create. After you read the book, you might read it to your children or grandchildren. To quote Sir Winston Churchill, "To each there comes in their lifetime a special moment when they are figuratively tapped on the shoulder and offered the chance to do a very special thing, unique to them and fitted to their talents. What a tragedy if that moment finds them unprepared or unqualified for that which could have been their finest hour." About the Author When Joe isn't focused on the families he serves, he's focused on his family. He has two daughters and two rescue dogs with his wife of thirty-five years, Barb. So What Is a Retirement Runway? We all go through three phases of our financial journey. Accumulation is like loading onto an airplane and taking off. The preservation stage is like flying at thirty thousand feet. The landing is the distribution phase where you use the assets you saved. Finally, your legacy is what remains for others. Your decisions today will have an impact for generations to come.
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