Your Journey To Relaxed Confidence Begins Now… Enjoy FREE Access To My Online Course & 7 Essential Guides That Will Help You Reduce Stress About Money In Your Retirement
In order to give you the most comprehensive and helpful Be the Bird experience, I have bundled in some additional resources that I know you will find helpful. Here is what I have available for you (and this is all completely FREE):
- Online Course: “How to Relax About Money In Your Retirement”: This is a series of videos that makes the strategies from the book easy to digest and implement.
- Essential Guides:
- 16 Retirement Income Risks
- Retirement Income Cheat Sheet
- 7 Steps To Personalize Your Portfolio
- Sample Financial Plan
- How To Find A Financial Advisor
- Second Opinion Service
- 4 Ways To Pay For Financial Advice
“If you’re retired or planning to do so in near future, Be the Bird is filled with great advice on not only investing, but also estate and tax planning, showing strategies that maximize wealth while managing risks.”
Larry Swedroe
Head of Financial and Economic Research
Buckingham Wealth Partners
What You Will Learn In The Book
- How I rebuilt my confidence – and why you should care (p. 15)
- 6 simple steps to enjoying the feeling of relaxed confidence in your financial life (p. 24)
- How to protect your assets from the 9 major financial risks we face in retirement (p. 80)
- The brutal truth about stock picking (p. 122)
- How to design the perfect portfolio (p. 159)
- My 7 favorite high impact tax strategies (p. 183)
- How the 2 dominant financial advisor compensation schemes can wreck your portfolio (p. 235)
- 9 experts you need to follow (p. 248)
“Bradley Clark guides his reader through the mosaic of investment decisions in simple and straightforward terms. He provides important advice for those near retirement, which is the most critical time in everyone’s investment life, and he provides cogent advice on selecting and using an investment advisor. Unlike many books on investing, Brad tells it like it is – no gaslighting.”
Ron Surz
President of Target Date Solutions
Co-Host of Baby Boomer Investing Show
About the Author
Bradley Clark, CFP®, RICP® is the founder of Clark Asset Management, a leading fixed flat fee wealth management firm helping pre-retirees and retirees protect and enjoy their assets. In addition to serving their clients, Bradley and his team are helping transform the shady financial advice industry into a helping profession.