How to retire debt-free & wealthy : a finance coach reveals the secrets, tips, and techniques of how clients become millionaires / Christine Ibbotson.

Format:

Book

Author/Creator:

Ibbotson, Christine, author.

Language:

English

Subjects (All):

Retirement income--Planning.

Retirement income.

Retirement--Planning.

Retirement.

Finance, Personal.

Physical Description:

1 online resource (163 pages)

Edition:

1st ed.

Place of Publication:

Halifax, Nova Scotia : Nimbus Publishing, 2019.

Summary:

For most people, planning for the future is usually last on the to-do list. They simply wait to long to save and plan--and then panic. Licensed Financial Advisor Christine Ibbotson offers accessible and realistic guidelines in a series of achievable steps, from debt elimination to wealth management. Ibbotson's book is sure to leave readers with all the tools and techniques to create an easy-to-follow financial plan.

Contents:

Intro

Author's Note

Lessons from Your Finance Coach

Getting Started

CORE, Then Explore

Establishing Your CORE

Five Steps to Establishing Your CORE Plan

TheCash Tracker

Cash Tracker

The Finance Tracker

How to Use Your Finance Tracker

Client Stories: How to Eliminate Debt before Retirement

Leverage Lending to Pay Off a Mortgage: Laurie and Pat

Waiting for the Inheritance that Never Came: Lisa and Jack

Relying on Home Equity to Fund Retirement: Tracie and Kyle

How Can We Save for Retirement When We Don't Earn Enough? Mandy and Joe

The Sandwich Generation: Jennifer and Dave

We Can Never Save Enough: Wendy and Raymond

The Kids Deserve It All: Anne and Robert

Self-Employed Professionals with High Lifestyles: Dr. Brown and Karen Brown

Affluent Clients Are Not Afraid of Debt, but They Should Be: Caroline

Using Rental Properties to Increase Wealth: Cheryl and James

So What Did They Do?

More about a Collateral Charge

Coach's Message

Three Key Components to Purchasing Rental Properties

What the Banks Look for When Lending

Ways to Save Every Day

Home

Automotive

Personal

Personal Banking

When Selling or Buying a Home, Consider These Savings Tips

Entertainment and Outings

Investing 101: The Basics

Fixed Income Investing

Guided Stock Portfolios

Human Capital

Retirement Dreaming: Debt-Free with a Comfortable Retirement Future

Prepare for the "honeymoon stage": John and Maria

The Bucket Approach to Retirement Savings

Protection of Lifestyle

Dr. Carrel

Term Insurance

Best Choice: A Renewable and Convertible Term Policy

T-100 Insurance

Whole Life Insurance Policy

Best Choice: APL and ETI Options on Your Whole Life Policy

Universal Life Insurance Policy

Best Choice: Unbundling Your Universal Life Policy.

Client Stories: Divorced, Separated, and Starting Over

Stay-at-Home Mom Starting Over: Charmaine

One Has the Money, the Other Has the Income: Helen and Martin

Why Can't I Get a Better Mortgage Rate? Julie

Cleaned Out the Second Time Around: Candice

Starting Over Checklist

Pointers on Financial Well-being

Pointers on Personal Well-being

Client Stories: Already Retired or Only Five Years to Go

What Happened? We're Not Ready: Rose and Peter

The Pitfalls of Planning Too Late: Grace and Arthur

Considering a Second Career in Retirement: Derrick and Mary-Anne

Forget the Plan, We Can Make It on Our Own: Debbie and Greg

Final Message from Your Coach

Thank You

ABOUT THE AUTHOR.

Notes:

Description based on print version record.

ISBN:

9781771089470

1771089474

OCLC:

1224587438