Julie Jason works with high net worth families who want her investment team to manage their retirement portfolios. Having gotten her start on Wall Street as a lawyer thirty years ago, she approaches investing with a blend of optimism (everyone can do something to improve their financial situations) and a dose of healthy skepticism (don't invest unless you understand what can go wrong), which is reflected in her books, articles and column (syndicated nationally by King Features). In 2017, Julie celebrated a milestone: 1,000 weekly columns in publication in the Stamford Advocate and Greenwich Time, Hearst newspapers.
Julie is a trusted voice in retirement investing, starting with the 1996 publication of "You and Your 401(k): How to Manage Your 401(k) for Maximum Returns" (Simon & Schuster), endorsed by then-president of the Profit Sharing 401(k) Council of America: "American's must take control of their financial futures using tools like 401(k) plans. You and Your 401(k) offers excellent practical ideas about how to maximize the benefits of saving and investing through 401(k)s." She is also the author of "The 401(k) Plan Handbook" (1997); "Strategic Investing After 50" (2001); "Julie Jason's Guide to CT Probate: What Every CT Family Needs to Know About Probate" (2007); "The AARP Retirement Survival Guide" (2009); "Managing Retirement Wealth" (2011/2017); "The Retirement Survival Guide" (2017); "Retire Securely: Insights from an Award-Winning Financial Columnist" (2018).
Her books and column have received recognition for excellence in financial literacy education. For example, Julie's fifth book, The Retirement Survival Guide (2017 update to the AARP Retirement Survival Guide), was named a TOP TEN BUSINESS BOOK for 2010 by BOOKLIST (American Library Association) and received the following honors:
1) The 2010 International Book Award for Personal Finance
2) The 2010 EIFLE Award (Excellence in Financial Literacy Education)
3) The 2010 Best Books Award for Personal Finance
4) Axiom Business Books Gold Medal for Retirement Planning for 2011
5) The 2010 New York State Society of CPA's Award for Excellence in Financial Journalism (for an AAII article based on two chapters of the book).
Julie's sixth book, Managing Retirement Wealth (updated in 2017), received the prestigious EIFLE Award for 2012, along with the 2012 International Book Award and the 2012 Axiom Business Books Silver Medal.
Julie's book, Retire Securely: Insights from an Award-Winning Financial Columnist (2018), received the Best Books Award for Personal Finance/Investing and the NABE Pinnacle Book Achievement Award in 2018, and the Feathered Quill Book Award in 2019.
If you want to ask Julie a question she can answer in her award-winning column (www.greenwichtime.com), email her at email@example.com. Visit Julie at www.juliejason.com. Visit Julie's firm, Jackson, Grant Investment Advisers, Inc. at www.jacksongrant.us.
- Insights on Money Management from an Award-Winning Financial Columnist
- By: Julie Jason
- Narrated by: Marguerite Gavin
- Length: 9 hrs and 40 mins
Being able to retire securely, with enough income to last - and allow you to enjoy - your post-work life, is a major concern not only for seniors, but for everyone. To make sure you're ready, take the advice of Julie Jason, an internationally recognized authority on retirement savings....
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Regular price: $20.99