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Income on Demand

Income on Demand

by Jonathan D. Bird

★★★★ 4.3 · 125 ratings on Amazon
🏆 Bestseller in Mutual Funds Investing

About This Book

As you near retirement, you may find yourself searching for peace of mind. If you follow the conventional wisdom of buying dividend-focused stocks, you’re likely to encounter two problems. The first is a higher than necessary tax bill, and the second is underperforming the overall stock market. That is not the retirement dream you’ve worked for—it’s a recipe for frustration.There is a better way to generate reliable income—one that billionaires like Jeff Bezos of Amazon, Larry Page of Google, and Marc Benioff of Salesforce routinely use.Income on Demand is a step-by-step guide for structuring your investment portfolio so you can generate income on your terms, potentially boost your returns by investing in index funds, and help save money on fees and taxes. It also helps remove stress by offering you four proven keys for having peace of mind during any market condition. Income on Demand empowers you to transform your financial house into a financial castle.

Business Financial Planning

Jonathan D. Bird

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.

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