“When most people think about retirement they see it as "not working anymore." In reality, it means that you are then in charge of managing every single aspect of your retirement, and in many cases, that of your spouse. For most people that is quite an overwhelming task, but one that simply cannot be ignored. This book is the roadmap for every single person planning to retire, and is the key to unlocking a happy, healthy, and prosperous future”. Carter Garnon MBA FSCP CLTC – The Garnon Agency
“Terry, when helping my clients plan for retirement, I have always cared just as much about their physical and mental health as their financial health. I am glad to see someone care as much as I do. Your book, Congratulations, You Have Been Promoted to CEO! is easy to read through and provides essential information when preparing for retirement. I would recommend your book as required reading to ensure my clients have the primary knowledge needed to plan appropriately. Having the workbook for them to work on each chapter to actually make a change is powerful”. Lillian Realph CRC® Certified Retirement Counselor
“Every day I work with clients across the financial spectrum - from millionaires to those just getting by day to day. I am surprised that regardless of financials they think about money first when thinking about retirement. Every one of my clients could use the knowledge in your book to take a more holistic view of retirement that includes more than money. I will be giving a copy to every current and future client. Thank you Terry,” Mike Davis – Investment Advisor
“Terry, it is nice to see someone write a book about retirement that includes more than just how do I grow my portfolio. Those books are a dime a dozen. I appreciate your book includes all the risks in retirement and strategies to avoid them. There is a big difference in investment strategies during wealth accumulation, prior to retirement, and wealth deaccumulation during retirement. I appreciate how you make it simple and clear for the reader to understand and then make strategy adjustments in the workbook” Bruce Grishkevich – Advisor
“I have been doing financial and retirement planning for longer than most. Sometimes it can be overwhelming with complicated investment and insurance solutions. I have always strived to develop the perfect suite of solutions for each client to achieve their goals. I appreciate how your book lays out those options in a simple and clear way that my customer can understand. It is awesome that you have taken what seems overly complicated and simplified and then added a workbook to help them make a real difference in their life” James Martin – Investment Advisor
“Thank you Terry for writing a book that I think every client of mine will benefit from reading. I have been an advisor for over 20 years and read many books. I keep a shortlist of the best of the best that I recommend to my clients. After reading your book, it is now number one on that list. I love how you incorporated how top CEOs run their business, take care of themselves, and take care of others into how you should manage your retirement plan. It’s pure genius.” Matt Staten – Investment Advisor
