"If a successful retirement is your goal, this book is a must read!" - Cody Foster, Founder, Advisors Excel
Matthew Dicken, CEO and Founder of Strategic Wealth Designers, has been helping families reach their retirement goals for over 20 years.
And now we're giving his book away for free!
This book will help you start designing your roadmap to retirement!
Discover the 3 Steps for Planning your Financial Future!
The complexities of the financial services world and the fear of making the wrong decisions can often be paralyzing. Matthew Dicken and Strategic Wealth Designers have helped thousands of clients overcome their fears and build a successful plan for retirement.
What this book will teach you:
- The myths of diversification and how to avoid fees that chip away at your nest egg.
- Why tax planning is so important when it comes to your Social Security.
- The critical difference between the accumulation and distribution phases of retirement saving.
- And much more!
When you know the rules, retirement is as easy as 1-2-3
- Matt Dicken provides a thorough plan on how to not only survive in challenging times but a way to thrive. I highly recommend this ideally timed guide to personal finance and retirement planning.
- Matt Zagula, Author, Invasion of the Money Snatchers
- Matt's book provides no-nonsense, proven strategies and ideas honed from his years of helping people enjoy the 'good life' in retirement. If a successful retirement is your goal, this book is a must read!
- Cody Foster, Founder, Advisors Excel
- Matt's book brings financial topics to the table for families in an understandable way. His ideals on planning for the future should be considered by all.
- Isaac W. Wright, Author, Navigate Your Way to a Secure Retirement - If you're looking for a fresh take on protecting your financial future then look no further. Declare your independence from uncertainty and put yourself back in control with Matt's book.
- Rob Russell, Author, Retirement Held Hostage, U.S. News & World Report Smarter Investor Columnist
"I knew that something must be different"
Matthew Dicken's Story
Most people say they want a better understanding of their retirement finances. Yet, these same people invest more time planning their annual vacation than designing their roadmap to retirement.
To illustrate this, here's a true story from my childhood.
As a child something didn't add up for me.
I had two close friends and both families handled their money differently. They had similarities, like both dads had similar jobs at the same company and neither mom had a paying job.
Yet one family always seemed to be in a financial crunch, and the other seemed relaxed and ready for anything.
“What’s going on?” I asked my parents one day.
“At Tom’s house, they’re always arguing about money, even if it’s just for a pair of shoes or to get the car fixed. But at Jim’s house, there’s enough for all that and a lot of fun stuff too.”
“Well, Jim’s family probably budgets, plans, and saves,” my dad told me, “and Tom’s family maybe just spends everything and doesn’t set anything aside for emergencies, so when something goes wrong they don’t have any money for that.”
I went to my room and thought about that awhile.
An hour or two later, I came back and sat down with my parents at the kitchen table.
“I have it figured out,” I told them. “I’m going to help Tom’s folks. See, they can send me their paycheck, and I’m going to give them an allowance.
Then I’ll pay all their bills for them, but I’ll also make sure I set some aside for savings—and I’m thinking I could charge them something to keep doing that for them.”
My mom smiled at me.
“Well, Matt, I don’t think anybody’s going to turn over their finances to a twelve-year-old.”
But my parents told me that what I was describing sounded a lot like what a financial planner would do.
“Really?” I said. “Okay!"
"That’s what I’m going to do when I grow up, because I want to help people. I want to help them be smart with their money.”
An hour or two later, I came back and sat down with my parents at the kitchen table.
“I have it figured out,” I told them. “I’m going to help Tom’s folks. See, they can send me their paycheck, and I’m going to give them an allowance.
Then I’ll pay all their bills for them, but I’ll also make sure I set some aside for savings—and I’m thinking I could charge them something to keep doing that for them.”
My mom smiled at me.
“Well, Matt, I don’t think anybody’s going to turn over their finances to a twelve-year-old.”
But my parents told me that what I was describing sounded a lot like what a financial planner would do.
“Really?” I said. “Okay!"
"That’s what I’m going to do when I grow up, because I want to help people. I want to help them be smart with their money.”
Start designing your roadmap to retirement!
About The Author
Matthew Dicken is the Founder of Strategic Wealth Designers, a financial planning firm working to help both retirees and pre-retirees secure their financial futures. He is a national coach and mentor for both financial advisors and CPA’s. His approach to investing, coupled with his track record of success, has made him a prominent authority in the industry. Matthew has been a contributor to Kiplinger and was named Best in Finance by Louisville Business First. He is also a best-selling author of 3 books and has regularly appeared on TV Stations across the country.
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Copyright © 2023 - Strategic Wealth Designers. All rights reserved.
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