303.747.6455
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I would love to help you or your friends like I've helped so many others.
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Michael Brady, President
Generosity Wealth Management
1818 16th Street
Boulder, CO 80302
P 303.747.6455
F 858.947.3807
www.generositywealth.com
Registered Representative of
and securities offered through QA3 Financial, Corp. Member FINRA/SIPC
Investment
Advisor Representative of and Advisory Services offered through Generosity
Wealth Management, LLC., a Colorado Registered Investment Advisory firm
Generosity
Wealth Management, LLC and QA3 Financial Corp or QA3 Financial, LLC are not affiliated companies
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company liable for any direct or indirect technical or system issues or any
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When you access one of these sites, you assume total responsibility and risk
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| Greetings!
This week I talk about Retirement Planning.
Okay, I know that sounds boring, but this is probably one of the best things you can do for your financial life, and I don't say that lightly.
A retirement plan is simply how much you currently have, adds in additions and withdrawals from the portfolio, and then calculates when and how you can retire. If you're retired already, then it shows the exposure you may have to outliving your money. Yikes, no one wants to run out of money.
Listen to my video where I talk about the importance of a retirement plan.
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Think you know Mike Brady?
Investment business since 1991 | Think you know all about me and my company Generosity Wealth Management? Perhaps there's something here you didn't know!
Mike's Biography
Michael is passionate in his commitment to helping clients achieve the financial
wealth and well being for their families and the community they live in.
Michael Brady brings 19 years of real world, practical experience meeting the
financial needs of clients from all walks of life and varying concerns. In
addition to providing broad based investment guidance, Michael specializes in
helping clients find tax-smart, cost effective solutions to their investment
needs while planning for the catastrophic losses that can occur in life.
Over the past two decades, Michael has served in a wide range of investment
roles:
- Registered Investment Advisory Firm - President and co-founder of a
firm with approximately $250 million assets under management
- Brokerage Firm - Vice President, Secretary, and Principal of a firm
registered with the NASD (now FINRA)
- Mutual Fund - Chief Financial Officer, Treasurer, and Secretary of a
publicly registered mutual fund
- Author - two booklets Avoid Pitfalls and Traps When You Receive
Your Retirement Distribution and Estate Planning Made Simple
- Treasurer, Board of Directors for BeadforLife, an international charity
providing sustainable opportunities and training for women in Uganda, Africa
www.beadforlife.org
- Treasurer, Board of Directors for Teaching Peace, a restorative justice
program dedicated to cultivating a safe and caring community, reducing crime
www.teachingpeace.org
- Member, Board of Advisors, Prison Dharma Network, an organization in 700
prison working to reduce recidivism through transformative justice trainings www.prisondharmanetwork.org
- Member, Board of Directors, Peacemaker's Institute www.peacemakerinstitute.org
- Volunteer Big Brother, Big Brothers/Big Sisters of Colorado www.biglittlecolorado.org
- Facilitator, Restorative Justice Boulder County
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Mike's favorite magazine is......
Without question it's The Economist, and I'm not just saying that because I think you want me to read something like that. If it was People Weekly, I'd admit it!
The Economist makes me smarter and I feel satisfied after reading it. I don't always agree with their commentary, but their opinion is well laid out even when they come to the wrong conclusion!
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I'm here to help!....
I'd love to talk more with you about the above topics or anyway I can help you grow and preserve your money while providing for yourself, your family, and community.
Mike
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