Want to be a Genius when it comes to Retirement?

 My friend* and fellow professional Marc Freedman, CFP® recently published his first book Retiring for the Genius®. The two subtitles capture the essence of the book: “Your Blueprint for Planning a Comfortable Retirement” designed “For the Genius in All of Us™”. I had the honor of providing a peer review during editing and, according to the Author’s Acknowledgement, provided “invaluable and honest insights.” Writing a book is an admirable undertaking and it was truly an honor and pleasure playing a very small role.

Retiring for the Genius® is very comprehensive, covering almost 400 pages of text. Marc addresses an enormous amount of content including social security, income taxes, designing retirement income, estate planning; Marc covers it all. Fortunately there’s an array of summaries, examples and “inspiration” tips to keep the material interesting and practical.  Marc accomplished his goal of providing meaningful content that we all can understand and implement. Give it a read.

*In the spirit of full disclosure, I need to define “friend”.  Marc and I are Facebook friends, and according to my three kids, that means in 2014 we are almost like family.  More importantly, we both served the Board of Directors of the Financial Planning Association and its 25,000 members about a decade ago. I came to honor his knowledge and passion for serving his clients and the financial planning profession. Congrats my friend!

Timothy Wyman, CFP®, JD is the Managing Partner and Financial Planner at Center for Financial Planning, Inc. and is a frequent contributor to national media including appearances on Good Morning America Weekend Edition and WDIV Channel 4 News and published articles including Forbes and The Wall Street Journal. A leader in his profession, Tim served on the National Board of Directors for the 28,000 member Financial Planning Association™ (FPA®), trained and mentored hundreds of CFP® practitioners and is a frequent speaker to organizations and businesses on various financial planning topics.


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