No One Loves Your Money Like You Do: The Ultimate Retirement Planning Guide for Business Owners and Private Practitioners

Preface ix
Acknowledgments xi

Part One: Introduction
1 If You Love Your Money, It’s Time to Get Started 3
2 You Can Do This 13

Part Two: Goals and Self-Assessment
3 Establishing Your Goals 27
4 Assessing What You Have 49
5 Your Business and Your Retirement 59

Part Three: Retirement Tools and Resources
6 Understanding the Market and Your Investments 71
7 Understanding Mutual Funds, Exchange-Traded Funds (ETFs), and Index Funds 93
8 Selecting and Managing Your Mutual Funds 121
9 Stocks and Bonds 135
10 Other Investment Options 155
11 Social Security 171
12 Finding the Right Financial Adviser and InvestmentManager 177

Part Four: Living the Good Life: Life After Retirement
13 Using Your Savings for the Rest of Your Life 193
14 The Three Pots 209
15 Long-Term Care, Healthcare, and Other Needs 219
16 Emergency Alternatives 231
17 Life After Retirement for Professionals and BusinessOwners 237

Conclusion: Putting It All Together 243

Index 245
About the author 255

Proven retirement investing advice designed to meet the specific needs of physicians, attorneys, entrepreneurs, and other professionals

In No One Loves Your Money Like You Do, financial guru Dr. James B. Jackson guides professionals through the challenge of retirement financial preparedness.

Unlike the typical audience for retirement planning guides, these professionals have the luxury of a healthy income and a decent-sized nest egg, but they have large, illiquid assets (in the form of their practice) and complex partnership agreements to navigate. Jackson distills his decades of experience as a CFP (previous to which he was a practicing dentist) into practical, friendly advice for anyone who needs a hand in planning their retirement.

Jim Jackson (Charleston, SC) is a Certified Financial Planner, who in the late 1980s founded Jackson Financial Co, Inc., a financial planning and registered investment advisory firm. As a partner in the newly formed JBJ Investment Partners, LLC, he continues to advise clients on investments and retirement planning, overseeing and managing assets for clients from coast to coast.