Someday Rich

Praise for SOMEDAY RICHIndividuals have always needed to know how to make their money last at least as long as they do, but have avoided the discussion and action because the numbers can be depressing. This must-read book for advisors provides a road map for getting to the discussion, the key issues to discuss, and the keys to successful outcomes. The definitive guide for achieving retirement income security has arrived.--Dallas L. Salisbury, President and CEO, Employee Benefit Research InstituteUnderstanding the opportunity for addressing baby-boomer retirement needs is an interesting opportunity. Having the insight of how to connect the right baby boomers to the right solutions turns that interesting opportunity into a compelling mission. That is what this book will do for you.--Steve Moore, author of Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)Too often, discussions of retirement income are thinly veiled product pitches. Someday Rich is different. Solid, research-based analysis is coupled with practical implementation and process. Your clients and your business will be better off because of it.--Russ Hill, CEO, Halbert HargroveThe two authors are veterans, with many decades in the business of individual financial planning and helping wealth advisors in two ways: how to do more sensible things for their clients and how to run an efficient practice. And their experience shows in the wisdom that this book contains.-- From the Foreword by Don Ezra, Co-Chair, Global Consulting,Russell InvestmentsIn Someday Rich, Noonan, Smith, and their contributors provide an insightful and meaningful way for the advisor to answer the ultimate client question, 'How am I doing?' In a forthright and accessible way, the book shows that the question can be answered with more than platitudes and poorly understood and often misinterpreted simulations. It also demonstrates how an advisor can add true value to their clients instead of playing 'beat the market' as the measure of advisor worth. An important contribution to professionalizing an industry in need of rigor and redefinition.--Randy Lert, Principal, RPL Consulting