Description
Chapter 1: The coming storm and why you are at risk.- Chapter 2: The Social Security and Medicare Crisis.- Chapter 3: The Government Debt Crisis.- Chapter 4: The Coming Tax Storm.- Chapter 5: The Changing World Crisis.- Chapter 6: The Bernie Madoff - Bad Advisor Risk.- Chapter 7: The AI Displacement Risk.- Chapter 8: The Hyperinflation Risk The Inflationary Storm Crisis.- Chapter 9: The COVID Stock Bubble.- Chapter 10: Putting All Together.- Chapter 11: Charting Your Path to Financial Salvation.- Chapter 12: Estate Planning for Protection.- Chapter 13: Advanced Asset Protection.- Chapter 14: Converting Avoidable Taxes.- Chapter 15: Converting Income Tax to Family Wealth.- Chapter 16: Converting Estate Tax.- Chapter 17: Controlling Other Expensive Taxes.- Chapter 18: Investment Strategies to Prosper. - Chapter 19: Retirement income planning.- Chapter 20: Screening for Smart Advisors.- Chapter 21: Its Your Ship - Concluding Chapter.
Author: Jeff Camarda, Steven James Lee, Jerusha Lee
Publisher: Palgrave MacMillan
Published: 09/20/2021
Pages: 262
Binding Type: Paperback
Weight: 0.85lbs
Size: 9.21h x 6.14w x 0.58d
ISBN13: 9783030772703
ISBN10: 3030772705
BISAC Categories:
- Business & Economics | Industries | Financial Services
- Business & Economics | Finance | General
About the Author
Jeff Camarda is a lifelong wealth researcher, author, advisor, educator, and thought leader. He has a burning desire to teach the smartest ways to build and keep family wealth. With an entertaining and clear style, he makes the most complex financial strategies easy to master, and fun to learn and apply. An award-winning wealth researcher and practical client coach, he's repeatedly earned "top advisor" accolades from Barron's, Forbes, Bloomberg and many others. With a master's and PhD in Financial Planning, he's completed the CFP(R), ChFC(R), CLU(R), CFS(R), BCM(TM), and gold-standard CFA(R) investments programs. He holds a Federal EA tax license, with unlimited IRS practice rights, and is currently a straight-A candidate in Georgetown Law's Master of Tax Law graduate program.
Steven Lee is the Sievert-Sternberg Fellow at The American College of Financial Services where he is completing his PhD. He is an instructor at the University of California Riverside Extension and Adjunct Professor at California Lutheran University. His research interests include fraud and misconduct in financial services as well as white-collar crime trends and elder financial exploitation. Steven won the best paper award for risk management and insurance at the 2019 CFP Board's Academic Research Colloquium and has authored papers on the regulatory landscape surrounding financial advising and planning, as well as determinants of financial advisor misconduct. His work has been featured in MarketWatch, Nerd's Eye View, and Financial Advisor Magazine. He is also an arbitrator with the Financial Industry Regulatory Authority.
Jerusha Lee is an Adjunct Assistant Professor of Accounting at La Sierra University in Riverside, California. Her dissertation research focuses on the impact of political affiliation and financial incentives on COVID-19-related risk preferences and vaccination hesitancy. She is presently earning her PhD in Economics in the Division of Politics and Economics within the School of Social Science, Policy, and Evaluation at Claremont Graduate University.