Jonathan D. Bird, CFP, is the founder and CEO of Farnam Financial, a financial services firm based in Phoenix, Arizona that serves people in or nearing retirement. Before founding Farnam Financial, he spent six years at Charles Schwab, where he managed 250 million dollars in client assets. In his book, Income on Demand: Master Your Retirement Portfolio, Ignore the Market, and Leave the IRS Weeping, he offers a step-by-step guide to structuring an investment portfolio to generate income on your own terms, build wealth through index funds, and reduce taxes. Outside of work, he enjoys golf, pickleball, and running a Junto inspired by Benjamin Franklin.
