Derek Logan is the textbook “poster boy” for someone who did all the right things we were taught to do financially. He’s been working since he had a newspaper route at age 10. He diligently set his goals and used a budget system. He maxed out his 401(k) and had his home paid off by the age of 45 – even though he and his wife moved 13 times in their first 21 years of marriage. And he paid cash for major purchases.
But he still got blindsided several times by the totally unpredictable ups and downs of the stock market.
As a corporate accountant for more than 30 years, Derek realized he had set – and achieved – all of the goals he set for himself… except for the goal of being able to retire at a specific age with a specific amount of money.
Disheartened and frustrated because he was closing in on his hoped-for retirement age, but his retirement account had been decimated several times, he began to do a lot of soul searching. He was willing to be open to other alternatives.
Fortunately, my best-selling book landed on his kitchen table as a Father’s Day gift… and the rest, as they say, is history.