Many investors lack confidence or are misinformed when it comes to their finances. Financial “gurus” tout advice that lead people down convoluted paths. Untold fortunes are spent by countless Americans hoping to not be left behind in their own future. However, the best wealth-building plan eschews pop, flash, and gimmickry in favor of simple, time-tested methods: sticking patiently to a well-devised financial plan; buying and holding dependable, low-cost, high-value assets for the long run; taking advantage of underutilized tax benefits; and optimizing your options for health care and charitable giving in retirement. It isn’t magic, and it doesn’t have to be. It just works.
In Gain Big and Give Back, Patrick Rush distills his decades of expertise into a comprehensive guide that focuses on pre-retirees and retirees but is a functional tool for anyone hoping to make the best moves with their money.
As we approach the greatest wealth transfer in history, it is important to remember how Baby Boomers were able to accrue this affluence. They didn’t achieve it through subterfuge or secret knowledge, but by following simple, age-old, established rules for saving and investing. In Gain Big and Give Back, Patrick Rush, who worked in all facets of the financial services industry before launching his own independent wealth management firm, shares his playbook for becoming wealthy and using that wealth to live with purpose.
Starting with developing and adhering to a comprehensive plan, Rush explains how to navigate the tricky family dynamics of talking about money and makes a compelling case for evidence-based investing that emphasizes long-term gains over short-term speculation by letting the markets work for you.
With disarming humility and a strong sense of humanity, Gain Big and Give Back is about people first and finance second; money, Rush writes, is simply a means to an end. Gain Big and Give Back will empower you to achieve both.Get your copy today!
"Rush's great skill lies in his ability to articulate a financial strategy guided by values. Focus on what is important. Define the kind of life you want to live and how you want to give back. Financial goals and investment strategies follow. Clients working with Patrick Rush and his colleagues at Triad Financial Advisors are fortunate indeed."
"Managing your wealth and retirement goals requires intimate and personal knowledge. Patrick completes that circle of trust as he shares intimate and personal knowledge about himself in Gain Big and Give Back. What does it take to write a book like this? I imagine that it starts with a passion for the topic, deeply researched and blended with practical experience for a robust working knowledge. Throw in strong communication skills and the veracity to practice what you preach. That’s what it takes to help investors like me to navigate and filter the consequences of investment options and complex financial issues. That’s what I get as a TFA client. And now Patrick has authored Gain Big and Give Back which summarizes it all."
"Following my 14-year career as President of University of the Pacific I determined I needed to find a financial advisor. I decided to interview individuals in much the same way that I had interviewed fund managers and endowment advisors at the university. My wife and I met with seven certified financial planners. It was an eye-opening experience as there was great variability among the group. It wasn’t until we met with Patrick Rush at Triad Financial Advisors that we felt we had met a person who would put our financial interests first. Time and time again over the past six years my confidence in our partnering with Patrick has only grown. One recent example of this was his ability to demonstrate how we could make generous gifts during our lifetime, “with warm hands instead of cold ones.” The decision better reflected our values and priorities as well as permitted us to enjoy seeing the immediate impact of those gifts. In his book Gain Big and Give Back: Financial Planning with Intention, Patrick Rush describes his approach to financial planning. It will help you secure a financial advisor that will put you and your family’s interests first in achieving your financial and personal goals."
You don’t have to settle for whatever retirement brings. Within any retirement plan, there are opportunities to be proactive and seize opportunities for a more financially independent retirement. By following some of the same fundamentals that guide the retirement plans of the one-percent, you can achieve a retirement that prioritizes your goals, supports the causes you care about, and builds a lasting legacy for you and your family. Few will have a billion dollars by the time they retire, but the retirement of your dreams is within reach. Find out how.Take the Assessment