Nationally-Ranked Advisor Distills Her Retirement Philosophy

Debra Brede Releases, "You're Retired...Now What?" with ForbesBooks

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Jan 28, 2020, 13:11 ET

NEW YORK, Jan. 28, 2020 /PRNewswire/ -- Debra Brede, founder and principal of D.K. Brede Investment Management Company, Inc., today announced the publication of You're Retired...Now What? Discovering & Funding Your Purpose-Driven Retirement.

Debra Brede Releases You're Retired...Now What? with ForbesBooks

Brede began her career in a traditional Wall Street firm, but believed their sales-goal oriented approach made it harder for her to put her clients first. Striking out on her own, she spent the next three decades honing a different way to bring success to her firm and her clients. Her book is not for those hoping to scrape together enough to save for a comfortable retirement. Instead, You're Retired...Now What? is a guide for high-net worth individuals hoping to make smart financial moves during retirement.

In her book, Brede details the strategies that have helped keep her clients' portfolios steady even in volatile markets. She sheds light on common pitfalls, near-misses, cautionary tales, and triumphs that she's seen in her thirty-three-year career. Reinforcing the financial advice — which is frank and sometimes seems counterintuitive — is Brede's own story and how she came to develop her financial philosophy.

"I've lived the pain that a lack of money brings," Brede explained. "The experience fuels my determination to do all I can to keep my clients from ever knowing that pain."

Sterling Shea, Global Head of Wealth and Asset Management, Dow Jones, called Brede's book "practical, purposeful, and important" for anyone looking to retire successfully. "Her wisdom is borne of a lifetime of helping others achieve better financial outcomes and the myriad lessons she's learned over the course of her successful career in finance," Shea said.

You're Retired...Now What? Discovering & Funding Your Purpose-Driven Retirement is available on Amazon.com today.

About Debra Brede

Debra Brede founded D.K Brede Investment Management Company, Inc. in 1990. Since then, she has become renowned for her success with clients. Brede has been featured on CNBC and the Fox Business Network, and in the Wall Street Journal, Barron's, BusinessWeek, Financial Times, and Forbes.com.

Brede has a place on Forbes' lists of America's Top Wealth Advisors^{^}, Best-In-State Wealth Advisors^{^^}, and Top Women Wealth Advisors^*. After years of acclaim she became a Barron's Hall of Fame Advisor^** in 2019.

She is a trustee of Agape AIDS Orphan Care, which provides homes, food, and love to children of the third world who've been orphaned by the AIDS crisis.

About ForbesBooks

Launched in 2016 in partnership with Advantage Media Group, ForbesBooks is the exclusive business book publishing imprint of Forbes. ForbesBooks offers business and thought leaders an innovative, speed-to-market, fee-based publishing model and a suite of services designed to strategically and tactically support authors and promote their expertise. For more information, visit forbesbooks.com.

Media Contacts

Debra Brede, D.K. Brede Investment Management Company, [email protected]
Carson Kendrick, ForbesBooks, [email protected]

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

^The Forbes' Top Wealth Advisors list uses similar criteria. In 2019, 12,498 advisors were invited to complete a survey, of which 250 were recognized (2% of candidates).

^^Forbes Best-In-State uses a similar due diligence methodology as the preceding Forbes recognitions, along with the following criteria: candidates were evaluated on a minimum of 7 years' industry experience, review of compliance records, firm nominations, and quantitative criteria (including AUM and revenue generated). Winners were organized and ranked by state. Overall, 30,000 advisors were considered and 3,500 (11.6% of candidates) were recognized.

*The ranking of Forbes' Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative criteria, including a minimum of 7 years of experience, a minimum of $1 million in production, and factors such as revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person due diligence interviews). Shook Research also attempts to measure best practices, which include business models, activities, processes, and structure. Overall, 7,826 qualified advisors were considered and 250 (3.2% of candidates) were recognized. Portfolio performance was not a criterion.

**Barron's 2019 Hall of Fame Advisors recognizes advisors who have ranked for ten or more years on any one of the following Barron's Top Advisor lists: Top 100 Financial Advisors, Barron's Top Women Financial Advisors, or Top 100 Independent Advisors.

SOURCE ForbesBooks