This book, as the title implies, tackles a serious topic with a sense of fun. The field of financial planning and advice is complex: it is filled with jargon, acronyms, so-called gurus, pitches, academic theories, and a mind-boggling choice of asset classes. In this very readable book, author and Registered Investment Advisor Scott G. Eichler tackles the main concepts with clarity, humor, and personal stories from his career as a financial advisor.
“Baby Boomers are reaching age 65 at the rate of approximately 10,000 per day, and many worry when and even whether their investments will be able to sustain them for the rest of their lives.”
Key Points
- Advisors: The Good, the Bad, and the Ugly
- Math, Risk, and all the other things that make you want to cry...like Elmo.
- There are no bad investment tools, but not all tools are good...for you.
- How in the world do you create income from investments?
- How much and who am I paying?
- Can my favorite TV investment, personality make me rich?
About the Author
Scott G. Eichler, R.I.A.
Scott Eichler is a well-known financial advisor in Southern California. His educational workshops have been widely attended by hundreds of retirees and pre-retirees throughout L.A., Orange, and San Diego Counties. Scott has developed a specialty in helping people realize their financial independence through formula-based investment planning and the creation of the "Retirement Income Audit", a step-by-step framework to help retirees and pre-retirees better plan for drawing income. Using this simple tool, Scott has been able to help his clients create dramatically more efficient portfolios, significantly reduce their downside exposure during the income phase of retirement, and allow them to live the kind of financially independent lives they dream about.
Scott is a California native, and attended Vanguard University where he earned a degree in Rhetoric. He has his series 7, 63, California Life and Health, California Long Term Care Partnership, and California Variable Annuity licenses. Scott is a 28-year member of Coast Bible Church where he is the head of the Men's Ministries and the Audio/Video team. Scott currently resides in Lake Forest, CA with his wife and their four children.