Download or read book The One Minute Financial Planner written by Joel Redmond and published by Xlibris Corporation. This book was released on 2011-03-28 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bloomberg says “sell”, but CNBC says “buy”. “Don’t you dare tap your home equity!” says one money expert. “Home equity line rates are at all time lows,” the other expert says. Who are you supposed to believe? Does this sound familiar to you? If so, The One-Minute Financial Planner is for you. Written to bridge the gap arising from a school system lacking in sound money management principles, The One Minute-Financial Planner is filed with useful truths and actionable, easy-to-implement steps that will help make any reader more financially confident. Divided into six general segments, the articles inside the book will help you address misconceptions about dozens of situations that arise every day, whether it’s using a stop-loss order for your biggest stock position or figuring out if your revocable living trust does everything you want it to. The One-Minute Financial Planner is practice, not theory. Written by a practicing financial planner with over six years’ experience at two major Wall Street firms, it breaks down the complex world of finance into sixty common misconceptions people have about investing, planning, and retirement. Best of all, each topic is short, clear, and ends with several real-world, right-now things you can do to improve your financial literacy. Got a minute? Spend it with the One Minute Financial Planner. Your financial well-being may depend on it.
Download or read book The One Page Financial Plan written by Carl Richards and published by Penguin UK. This book was released on 2015-03-31 with total page 146 pages. Available in PDF, EPUB and Kindle. Book excerpt: A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.
Download or read book How Much Money Do I Need to Retire written by Todd Tresidder and published by Financialmentor.com. This book was released on 2020-01-02 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn how retirement really works before it's too late... "This book is the best I've seen on how to navigate the retirement savings question." (Forbes) Most so-called "experts" plug your numbers into a retirement formula to tell you how much money you need to retire. Unfortunately, the conventional approach is fundamentally flawed. If you fail to learn how retirement savings truly works, then you'll either underspend and be miserable or overspend and run out of money. How Much Money Do I Need to Retire takes you beyond the scientific facade of modern retirement planning. Author and former hedge fund manager Todd R. Tresidder has helped thousands of people find financial freedom through his website and podcast. Now you too can use his advice to take the guesswork out of your retirement planning. In this book, you'll learn: Why the best way to describe most retirement estimates is garbage-in/garbage-out The five critical assumptions that can destroy your financial security How to reduce the amount you need to retire by as much as $600,000 Three strategies to maximize spending today while protecting for the future How to calculate the amount of money you really need to retire on the first try without software, online calculators, or being a math genius Read this book to know more about your retirement planning than your financial adviser. Tresidder's book contains refreshingly straightforward, easy-to-understand, and concise advice on how to retire wealthy. This missing link of personal finance books will make you sleep easier. No retirement is secure without it. Buy the book today so you can retire with confidence!
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Download or read book The One Minute Millionaire written by Mark Victor Hansen and published by Crown Currency. This book was released on 2009-08-04 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Two mega-bestselling authors with decades of experience in teaching people how to achieve extraordinary wealth and success share their secrets. Mark Victor Hansen, cocreator of the phenomenal Chicken Soup for the Soul series, and Robert G. Allen, one of the world’s foremost financial experts, have helped thousands of people become millionaires. Now it’s your turn. Is it possible to make a million dollars in only one minute? The answer just might surprise you. The One Minute Millionaire is an entirely new approach, a life-changing “millionaire system” that will teach you how to: * Create wealth even when you have nothing to start with. * Overcome fears so you can take reasonable risks. * Use the power of leverage to build wealth rapidly. * Use “one minute” habits to build wealth over the long term. The One Minute Millionaire is a revolutionary approach to building wealth and a powerful program for self-discovery as well. Here are two books in one, fiction and nonfiction, designed to address two kinds of learning so that you can fully integrate these life-changing lessons. On the right-hand pages, you will find the fictional story of a woman who has to make a million dollars in ninety days or lose her two children forever. The left-hand pages give the practical, step-by-step nonfiction strategies and techniques that actually work in the real world. You’ll find more than one hundred nuts-and-bolts “Millionaire Minutes,” each one a concise and invaluable lesson with specific techniques for creating wealth. However, the lessons here are not just about becoming a millionaire—they are about becoming an enlightened millionaire and how to ethically make, keep, and share your wealth. Whether your goal is less than a million dollars or that amount many times over, there’s never been a better time to achieve abundance. Let The One Minute Millionaire show you the way.
Download or read book The Behavior Gap written by Carl Richards and published by Penguin. This book was released on 2012-01-03 with total page 179 pages. Available in PDF, EPUB and Kindle. Book excerpt: "It's not that we're dumb. We're wired to avoid pain and pursue pleasure and security. It feels right to sell when everyone around us is scared and buy when everyone feels great. It may feel right-but it's not rational." -From The Behavior Gap Why do we lose money? It's easy to blame the economy or the financial markets-but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon-the distance between what we should do and what we actually do-"the behavior gap." Using simple drawings to explain the gap, he found that once people understood it, they started doing much better. Richards's way with words and images has attracted a loyal following to his blog posts for The New York Times, appearances on National Public Radio, and his columns and lectures. His book will teach you how to rethink all kinds of situations where your perfectly natural instincts (for safety or success) can cost you money and peace of mind. He'll help you to: • Avoid the tendency to buy high and sell low; • Avoid the pitfalls of generic financial advice; • Invest all of your assets-time and energy as well as savings-more wisely; • Quit spending money and time on things that don't matter; • Identify your real financial goals; • Start meaningful conversations about money; • Simplify your financial life; • Stop losing money! It's never too late to make a fresh financial start. As Richards writes: "We've all made mistakes, but now it's time to give yourself permission to review those mistakes, identify your personal behavior gaps, and make a plan to avoid them in the future. The goal isn't to make the 'perfect' decision about money every time, but to do the best we can and move forward. Most of the time, that's enough."
Download or read book Communication Essentials for Financial Planners written by John E. Grable and published by John Wiley & Sons. This book was released on 2017-02-21 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.
Download or read book 101 Advisor Solutions A Financial Advisor s Guide to Strategies that Educate Motivate and Inspire written by Daniel C. Finley and published by Lulu.com. This book was released on 2011-12 with total page 475 pages. Available in PDF, EPUB and Kindle. Book excerpt: 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.
Download or read book The 5 Mistakes Every Investor Makes and How to Avoid Them written by Peter Mallouk and published by John Wiley & Sons. This book was released on 2014-07-22 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.
Download or read book THE MEANINGFUL MONEY HANDBOOK written by Pete Matthew and published by Harriman House Limited. This book was released on 2018-09-17 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: In The Meaningful Money Handbook, personal finance expert and podcaster extraordinaire Pete Matthew guides you through everything you need to KNOW and everything you need to DO to build a secure financial future for yourself and your family. This is achievable for everyone by following three simple steps: 1. Spend less than you earn and clear debt. 2. Insure against disaster. 3. Build up your savings and invest wisely. You will learn: • How to get out of debt as quickly as possible. • Techniques for good financial control, so you can avoid getting into debt again. • The importance of insurance for laying down a foundation on which to build a solid financial plan, which isn’t washed away by an unexpected disaster. • How to save and invest simply and efficiently so that you can work your way towards future financial freedom. No matter your starting position, or your existing level of comfort with dealing with your money, Pete Matthew’s calm, straightforward and jargon-free approach will appeal to you and help you to set out on the right path. The Meaningful Money Handbook is a practical guide to succeeding with money by cutting out the stuff you don’t need to know, and clarifying the essential things you need to do, to make a real difference to your life. Don’t put it off any longer – pick up this book and start to take a meaningful approach to your money today.
Download or read book The History of Financial Planning written by E. Denby Brandon, Jr. and published by John Wiley & Sons. This book was released on 2009-09-17 with total page 379 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession Names "four initial engines of growth" that contributed to the success of financial planning Reveals the moments and key players that define the history of financial planning Discusses the emergence of the Financial Planning Association (FPA) The financial planning field has a rich history, and with this book as your guide, you'll quickly discover how it has evolved over the years.
Download or read book Advances in Financial Planning and Forecasting New Series Vol 5 written by Cheng F. Lee and published by Center for PBBEFR & Airiti Press. This book was released on 2012-12-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Advances in Financial Planning and Froecasting (New Series) is an annual publication designed to disseminate developments in the area of financial analysis, planning, and forecasting. The publication is a froum for statistical, quantitative, and accounting analyses of issues in financial analysis and planning in terms of finance, accounting, and economic data.
Download or read book Advances in Financial Planning and Forecasting New Series Vol 6 written by Cheng F. Lee and published by Center for PBBEFR & Airiti Press. This book was released on 2015-01-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Advances in Financial Planning and Froecasting (New Series) is an annual publication designed to disseminate developments in the area of financial analysis, planning, and forecasting. The publication is a froum for statistical, quantitative, and accounting analyses of issues in financial analysis and planning in terms of finance, accounting, and economic data.
Download or read book A Veterinarian s Guide to Financial Planning written by Paul H. Sutherland and published by American Animal Hosp Assoc. This book was released on 2014-05-14 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Index Card written by Helaine Olen and published by Penguin. This book was released on 2016-01-05 with total page 163 pages. Available in PDF, EPUB and Kindle. Book excerpt: “The newbie investor will not find a better guide to personal finance.” —Burton Malkiel, author of A RANDOM WALK DOWN WALL STREET TV analysts and money managers would have you believe your finances are enormously complicated, and if you don’t follow their guidance, you’ll end up in the poorhouse. They’re wrong. When University of Chicago professor Harold Pollack interviewed Helaine Olen, an award-winning financial journalist and the author of the bestselling Pound Foolish, he made an offhand suggestion: everything you need to know about managing your money could fit on an index card. To prove his point, he grabbed a 4" x 6" card, scribbled down a list of rules, and posted a picture of the card online. The post went viral. Now, Pollack teams up with Olen to explain why the ten simple rules of the index card outperform more complicated financial strategies. Inside is an easy-to-follow action plan that works in good times and bad, giving you the tools, knowledge, and confidence to seize control of your financial life.
Download or read book Kiplinger s Personal Finance written by and published by . This book was released on 1996-11 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.
Download or read book The One Minute Money Mentor for Women written by Deborah Smith Pegues and published by Harvest House Publishers. This book was released on 2018-12-04 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Freedom: It's not about wealth—it's about peace of mind Money—and all the worries that come with it—can easily consume your days. In certified accountant Deborah Smith Pegues's new book, she provides practical steps to real financial freedom. If you want to make well-informed financial decisions to improve the quality of your life, The One-Minute Money Mentor for Women will help you learn: how to use your inherent female qualities for financial empowerment how you can overcome emotional and relational roadblocks to money management how to ask for what you want in the workplace strategies for getting out of debt and bringing your credit cards under control the risks and rewards of investing, and much more The One-Minute Money Mentor for Women will empower you to take charge of your money and conquer the bad habits, fears, and uncertainties that thwart your stability and success.
