Books will be available for a $10 donation to the DAX Foundation to help cover the cost for St. Jude children to attend Camp Hope.
Please join us:
August 17th 4:00pm - 6:00pm
410 Fayette St.
Peoria, IL 61602
Up and Down the Mountain -
When financial planner Joshua T. Waite climbed Mount Rainier with his brother and his sister, he learned something shocking: Most climbing accidents, and certainly most fatalities, do not happen on the way up the mountain. They happen on the way down, when hikers and physically and mentally exhausted. The same is true of financial planning. We focus most of our time thinking about how to get to the top of the mountain—how to get to retirement. But the truth is, planning is often more challenging on the way down than on the way up because we assume we have “made it,” when, in a lot of ways, the journey has just begun. The way up the mountain is straightforward: save enough money. The strategy, while not easy to execute, is not all that complicated. It is hard to screw things up if you save enough. Getting down the mountain, or transitioning into the distribution phase of planning, is where most of the mistakes happen. The false expectation that retirement is an easy downhill trip can blind people to their need for a guide and a map for this critical stage of their journey. Up and Down the Mountain: Financial Planning for Fortune 500 Executives will help you plan ahead and avoid the pitfalls and slippery slopes during the retirement years.
About the Author -
Joshua T. Waite, CFP®, CLU®, ChFC®, CAP®, is a Wealth Management Advisor and the Managing Director of the Northwestern Mutual-Greater Peoria organization. His mission is to help those he leads, who are often Fortune 500 executives, to live life differently. As a Wealth Management Advisor, he has helped thousands of individuals live life differently through charting a course to financial security. Josh is a graduate of Bradley University with a degree in finance. He is active in the community serving on several local boards, and he believes that faith and family come first in life. He and his wife, Nikki, have two children, Ben and Ava, and make their home in Peoria, Illinois.