PCP Approach to Money: Finding the Courage You Need to Control Your Own Retirement

By Sam Foreman

Do you have a "primary care" approach to your finances? Or have you been seeing "specialists": someone who manages your 401(k), someone who helped with your life insurance policies, another person who has talked to you about a will, someone who handles your taxes or, of course, possibly a handful of IRAs scattered at companies behind you? These pieces may be part of your picture for retirement income, but, like not having a primary care physician, a scattered approach could let important pieces fall through the cracks. Author Sam Foreman, president of Generations Financial Group, rounds up a variety of inspirations, from his background in hospital work to his experiences as a financial professional, to demonstrate the whys and hows of taking a "primary care physician" approach to your money. "PCP Approach to Money" is about how today's consumers can take steps toward having a comprehensive, coordinated approach to their retirement income plans.

• Format: Paperback
• Language: English
• ISBN: B089TS378P
• ISBN13: 9798649171663
• Release Date: June 2020
• Publisher: Independently Published
• Length: 178 Pages
• Weight: 0.54 lbs.
• Dimensions: 0.4" x 6.0" x 9.0"