Winning The Financial Planning Game

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WINNING The Financial Planning Game

Author : Ethan Schmidt
Publisher :
ISBN 13 : 9781734938678
Total Pages : 58 pages
Book Rating : 4.9/5 (386 download)

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Book Synopsis WINNING The Financial Planning Game by : Ethan Schmidt

Download or read book WINNING The Financial Planning Game written by Ethan Schmidt and published by . This book was released on 2020-11-06 with total page 58 pages. Available in PDF, EPUB and Kindle. Book excerpt: Does your financial plan provide the best opportunity to achieve your goals? Trying to find essential, concise, and clear information? Want to enjoy the process? WINNING the Financial Planning Game explains how to transform personal finance into a fun and exciting problem solving challenge. Ethan focuses on core fundamentals that will clarify the execution of effective strategies. Become inspired to examine your financial plan and fulfill your life aspirations. TESTIMONIALS: "I've been inspired to review my financial situation. The changes I've made will build and protect my wealth more effectively!" Dan Schweigel, CEO Schweigel Capital LLC "This book is straightforward, concise, and educational. It taught me how to construct a sound financial foundation. I'm on the path to winning!" Leor Elfassy, Business Owner, Sound Specialists "I've learned a tremendous amount about finance. It doesn't matter if you are 21, 40, or 65; anyone will benefit from reading it." Aaron Buchanan, Managing Partner, Braddock Investment Group ABOUT THE AUTHOR: Ethan Schmidt assists individuals in designing a winning financial game plan to achieve personal goals. He is a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Planning Counselor. He created an investment division called Catalyst Wealth Management at his father's boutique insurance and estate planning business in Chicago. As President and Partner, he takes pride in building long-lasting relationships and has a unique ability to design customized portfolios. Ethan focuses on concepts that will guide and reveal how to WIN the financial planning game.

Getting an Investing Game Plan

Author : Vern C. Hayden, CFP
Publisher : John Wiley & Sons
ISBN 13 : 0471465534
Total Pages : 257 pages
Book Rating : 4.4/5 (714 download)

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Book Synopsis Getting an Investing Game Plan by : Vern C. Hayden, CFP

Download or read book Getting an Investing Game Plan written by Vern C. Hayden, CFP and published by John Wiley & Sons. This book was released on 2003-04-29 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: A long-term game plan for investment success What matters most in achieving financial success is not how well one plays any single round of the investment game, but whether they have a well thought out and complete investing game plan. An investing game plan is a strategy designed to help investors fulfill both their short- and long-term financial goals. In a straightforward manner, Getting an Investing Game Plan explains why every investors needs a game plan for both wealth creation and wealth preservation, how to create one that suits their personal risk tolerance level, and maybe most importantly, how to stick to their plan despite market conditions. Vern C. Hayden, CFP (Westport, CT), is a certified financial planner in private practice with more than thirty-two years of experience. He regularly appears as an expert on leading national news and financial television programs, and has also been a regular contributor to the financial press, including TheStreet.com, where he wrote more than 100 columns. Maura Webber (Chicago, IL) is a freelance writer who regularly contributes for the Chicago Sun-Times and Bloomberg News. She has been a reporter for Bloomberg News, the Philadelphia Business Journal, and the Philadelphia Inquirer.

Winning the Money Game

Author : Skyline Publishing
Publisher : Independently Published
ISBN 13 : 9781095218440
Total Pages : 112 pages
Book Rating : 4.2/5 (184 download)

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Book Synopsis Winning the Money Game by : Skyline Publishing

Download or read book Winning the Money Game written by Skyline Publishing and published by Independently Published. This book was released on 2019-04-19 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt: I've always said that if I don't take care of my money, then someone else will be more than willing to do it for me - to their advantage. Since I didn't want that to happen, I created a financial overview and detail plan that helps me keep my money under my own control, without relinquishing control of the finer details, too. I am sharing this journal with you, in hopes that you will find it helpful to gain control of your financial future. While earning enough money is important, it's not enough. You must handle the money correctly. That's the point of this financial journal. The book starts off with your overview of present situation and goals for the year, then burrows down into the monthly details. Since the journal is NOT dated, you can start any time. It covers the yearly overview and gives you room for a full year's worth of planning and tracking. Join me in this year's financial planning quest. I know you can do it, and with the help of this book to track and plan, you will soon know it too!

Stacking the Deck

Author : Kevin Ikeno
Publisher : iUniverse
ISBN 13 : 1532005784
Total Pages : 212 pages
Book Rating : 4.5/5 (32 download)

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Book Synopsis Stacking the Deck by : Kevin Ikeno

Download or read book Stacking the Deck written by Kevin Ikeno and published by iUniverse. This book was released on 2016-10-10 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: Theres an old saying often attributed to Benjamin Franklin: If you fail to plan, you are planning to fail. That tenet shines through bright and clear in this financial guide that is geared for Canadians but can be used by anyone to cut expenses, save money and start living his or her dreams. Kevin uses straightforward language and real-life examples so you can establish healthy financial habits upon landing your first professional job, navigate living in Canada as a new resident, evaluate the lifestyle you want in retirement and take practical steps to achieve financial goals. Youll also learn how to read and create a cash flow statement, net worth statement and a budget. Financial assessment tools and personal financial assessment quizzes help you build an even stronger foundation to move toward a better financial future. Whether its saving money, earning more or putting the money you have saved and will save to work, youll find out how to make savvy moves that pay off big in Stacking the Deck.

How to Win the Retirement Game

Author : CLU ChFC McLaughlin CFP®
Publisher :
ISBN 13 : 9781732857346
Total Pages : 102 pages
Book Rating : 4.8/5 (573 download)

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Book Synopsis How to Win the Retirement Game by : CLU ChFC McLaughlin CFP®

Download or read book How to Win the Retirement Game written by CLU ChFC McLaughlin CFP® and published by . This book was released on 2018-11-26 with total page 102 pages. Available in PDF, EPUB and Kindle. Book excerpt: Making proper retirement planning a priority sooner rather than later can help prevent you from making the big money mistakes that take you out of the retirement game--bad habits that, when perpetuated or compounded over time, yield bad results. Today's retirees have access to newer tools to plan for and approach their retirement, but unfortunately many either don't use or don't know how to utilize them. In their book, How to Win the Retirement Game, co-authors Bill McLaughlin and Kristin McLaughlin demystify retirement myths and help you learn how to augment your retirement savings and prepare for what may be the inevitable. No single investment is bulletproof today, and retirees need more than one solution to keep their heads above water, stay in the game, and ultimately win. With the guidance of the McLaughlins, hope and uncertainty can be replaced with the peace of mind that comes from information, professional guidance, and a solid plan.

The Game Plan

Author : Bryton W Keyes
Publisher :
ISBN 13 :
Total Pages : 160 pages
Book Rating : 4.6/5 (744 download)

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Book Synopsis The Game Plan by : Bryton W Keyes

Download or read book The Game Plan written by Bryton W Keyes and published by . This book was released on 2020-10-29 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: In an age where it is easier than ever to search the internet for financial advice, it is tougher and tougher to work through the clutter and find good advice. Too many people pay little to no attention to their finances and where their money goes. This is something that can destroy people over time and prevent them from achieving goals they want to achieve in life. We work so hard for our money; shouldn't we make it work just as hard as we do?Sports can provide a unique approach helping explain concepts to people in many different ways. But what about personal finance? Do sports offer relevant lessons in how people can improve their spending? Cover their risks? Invest more wisely? I know that sports can bridge the gap between this abstract financial world and reality. That's my goal of this book. There are many personal finance books out there but what makes this book unique is its intertwining of the worlds of sport and finance. Explaining things like investing or asset allocation in sports scenarios that make it more interesting and relatable than complicated and boring finance talk. I want to take personal finance topics and concepts and put them into a sports situation that helps explain the topic in a simple way and make it more fun! Because yes, you don't need to be a financial whiz to have a solid financial picture. Once this book shows you the basics of financial planning through a sports lens, you will be surprised how much of it is common sense! This book will be your playbook to financial success. Time to get off the bench and get in the game. Let the training (or games?) begin!

Winning the Money Game

Author : Snow Press
Publisher : Independently Published
ISBN 13 : 9781095218457
Total Pages : 112 pages
Book Rating : 4.2/5 (184 download)

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Book Synopsis Winning the Money Game by : Snow Press

Download or read book Winning the Money Game written by Snow Press and published by Independently Published. This book was released on 2019-04-19 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt: I've always said that if I don't take care of my money, then someone else will be more than willing to do it for me - to their advantage. Since I didn't want that to happen, I created a financial overview and detail plan that helps me keep my money under my own control, without relinquishing control of the finer details, too. I am sharing this journal with you, in hopes that you will find it helpful to gain control of your financial future. While earning enough money is important, it's not enough. You must handle the money correctly. That's the point of this financial journal. The book starts off with your overview of present situation and goals for the year, then burrows down into the monthly details. Since the journal is NOT dated, you can start any time. It covers the yearly overview and gives you room for a full year's worth of planning and tracking. Join me in this year's financial planning quest. I know you can do it, and with the help of this book to track and plan, you will soon know it too!

Financially Fearless

Author : Alexa von Tobel
Publisher : Crown Currency
ISBN 13 : 0385347626
Total Pages : 338 pages
Book Rating : 4.3/5 (853 download)

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Book Synopsis Financially Fearless by : Alexa von Tobel

Download or read book Financially Fearless written by Alexa von Tobel and published by Crown Currency. This book was released on 2013-12-31 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally, a financial plan that lets you be YOU, only richer. It’s time to throw away all your old notions of what financial advice should look like. Because if you’re looking for a book to put you on an austerity savings plan that has you giving up vacations and lattes, you’re out of luck. But if you’re looking to get your finances in rock-hard shape--in less time than it takes to finish a workout--then Alexa von Tobel, Founder and CEO of LearnVest, has your back. How? Through the LearnVest Program. First, you’ll take stock of where you stand today. Then, you’ll create your customized 50/20/30 plan. 50/20/30 simply refers to the percentage breakdown of how to spend your take-home pay each month. The 50 gets the essentials out of the way so you don't have to stress about them. The 20 sets your foundation for the future, then the 30 is left to spend on the things that bring happiness to your life. By the time you’re finished reading this book, you’ll walk away with a financial game plan tailored to your priorities, your hopes and dreams, and your lifestyle. And, because von Tobel and the team at LearnVest are experts at financial planning in the online era, you’ll also learn how to integrate your financial plan into your mobile, social, digital life. Like your own personal financial planner between two covers, this book will set you up for a secure, worry-free money future, without having to give up things you love. So toss those old-school financial guides out the window, and get ready to start living your richest life.

Winning Retirement

Author : Greg Taylor
Publisher : Advantage Media Group
ISBN 13 : 1599323370
Total Pages : 153 pages
Book Rating : 4.5/5 (993 download)

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Book Synopsis Winning Retirement by : Greg Taylor

Download or read book Winning Retirement written by Greg Taylor and published by Advantage Media Group. This book was released on 2012-09 with total page 153 pages. Available in PDF, EPUB and Kindle. Book excerpt: It's a Whole New Game We've all experienced life's "game changers" that alter our course. We graduate, we marry, we have children, we get that big promotion. And we retire. Happy times - or they should be. But what do you do when those paychecks stop? Suddenly, the rules have changed. Retirement is a whole new game - and not the kind you find in casinos, though far too many treat it that way. Don't let Wall Street and Uncle Sam steal your joy. Taylor and his team of professionals - experts in elder law, estate planning, insurance and investment - know how to play it both safe and profitable. Taylor can help you turn your nest egg into a guaranteed stream of lifelong income, and much more. He knows how to grow it to beat inflation with a healthy return, free of risk and secure from the stockbroker's grips. He knows ways to assure you'll get the kind of long-term care you want, if you need it - and if you don't, the money can go to your heirs, tax-free. It takes a good game plan, custom designed for your unique needs, and it takes a dedicated team to lead you to victory. You have the ability to win, no matter what - and Greg Taylor is the coach who makes it happen.

Winning the Loser's Game

Author : Charles D. Ellis
Publisher : McGraw Hill Professional
ISBN 13 : 9780071387675
Total Pages : 200 pages
Book Rating : 4.3/5 (876 download)

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Book Synopsis Winning the Loser's Game by : Charles D. Ellis

Download or read book Winning the Loser's Game written by Charles D. Ellis and published by McGraw Hill Professional. This book was released on 2002 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Winning the Loser's Game is considered by many to be a classic analysis of investing."Financial Planning The premise of the bestselling Winning the Loser's Gamethat individual investors can achieve far greater success working with financial markets than against themhas grown increasingly popular in today's hard-to-predict markets. The latest edition of this concise yet comprehensive classic offers updated strategies to leverage the power of time and compounding, protect against down cycles, and more.

Winning the New Financial Game

Author : Paul Meleng
Publisher :
ISBN 13 : 9788756930093
Total Pages : 181 pages
Book Rating : 4.9/5 (3 download)

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Book Synopsis Winning the New Financial Game by : Paul Meleng

Download or read book Winning the New Financial Game written by Paul Meleng and published by . This book was released on 1994 with total page 181 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Winning the Money Game

Author : Adam Carroll
Publisher :
ISBN 13 :
Total Pages : 97 pages
Book Rating : 4.:/5 (894 download)

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Book Synopsis Winning the Money Game by : Adam Carroll

Download or read book Winning the Money Game written by Adam Carroll and published by . This book was released on 2009 with total page 97 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Playing the Game

Author : Paul Remack
Publisher : Morgan James Publishing
ISBN 13 : 1683505662
Total Pages : 207 pages
Book Rating : 4.6/5 (835 download)

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Book Synopsis Playing the Game by : Paul Remack

Download or read book Playing the Game written by Paul Remack and published by Morgan James Publishing. This book was released on 2017-12-05 with total page 207 pages. Available in PDF, EPUB and Kindle. Book excerpt: Personal wealth isn’t the only purpose of hard work and investment; it’s also important to be able to pass wealth on to one’s children and grandchildren. Wealth transfer and distribution is a game, and if played poorly—or if it is not realized a game is being played—one’s fortune can be eaten away by a combination of poor investments and unfair taxation. Written by a financial advisor with decades of experience, Playing the Game prepares people for the game of Wealth Transfer and Distribution, enabling them to pass on their fortune intact so that future generations may enjoy it.

Castles and Moats

Author : Brian Carden
Publisher : Simon and Schuster
ISBN 13 : 163763045X
Total Pages : 145 pages
Book Rating : 4.6/5 (376 download)

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Book Synopsis Castles and Moats by : Brian Carden

Download or read book Castles and Moats written by Brian Carden and published by Simon and Schuster. This book was released on 2022-03-08 with total page 145 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Castles and Moats, Brian Carden simply explains insurance and investing, unpacks all the different options, and helps us chart a course to the financial future we’ve always dreamed of and worked so hard to obtain. Americans are confused about managing their finances, insurance needs, and overall life planning. In the past, money wasn’t the do-it-yourself project it has become today. Instead, consumers had insurance and financial professionals to help them make prudent decisions. The point-and-click, self-serve nature of the Information Age has robbed us of the personalized face-to-face relationships that once led us into good financial decisions. Today, we’re drowning in information . . . but we’re starving for unbiased education without a sales pitch attached. We need a “professional explainer” to come alongside us, unpack all the different options, and help us chart a course to the financial future we’ve always dreamed of and worked so hard to obtain. In Castles and Moats, Brian Carden is that “explainer.” He helps you understand, prioritize, organize, strategize, and stress-test each financial product or strategy to help you create a more favorable outcome. You’ll learn how to avoid buying products or strategies that might seem good when you buy them, only to find out about the pitfalls later in your life. By recapturing those lost dollars and redeploying them towards other, more tailored solutions, you’ll increase your chance of financial independence with more predictable outcomes. Unpacking all the ins and outs of insurance, planning, and investment strategies, Brian provides an unbiased, practical, and easy-to-understand guide for you to make better, more informed decisions. In Castles and Moats, he equips you to build your glimmering castle of wealth and surround it with a moat of protection.

Mastering the Financial Dimension of Your Practice

Author : Peter Hays Cole
Publisher : Routledge
ISBN 13 : 113599997X
Total Pages : 301 pages
Book Rating : 4.1/5 (359 download)

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Book Synopsis Mastering the Financial Dimension of Your Practice by : Peter Hays Cole

Download or read book Mastering the Financial Dimension of Your Practice written by Peter Hays Cole and published by Routledge. This book was released on 2005-09-29 with total page 301 pages. Available in PDF, EPUB and Kindle. Book excerpt: For a population accustomed to empathizing with clients, financial planning is not intuitive. This volume, written by two therapists with extensive business experience, offers sound advice for mental health professionals in private practice.

The Money Game

Author : Cory Chapman
Publisher :
ISBN 13 : 9781726702454
Total Pages : 183 pages
Book Rating : 4.7/5 (24 download)

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Book Synopsis The Money Game by : Cory Chapman

Download or read book The Money Game written by Cory Chapman and published by . This book was released on 2018-11-13 with total page 183 pages. Available in PDF, EPUB and Kindle. Book excerpt: To Win the Game You Have to Know How to PlayAuthor Cory Chapman started his career as an insurance agent with Acacia Financial Center in Encino, California, in 1995. He quickly rose through the ranks and became one of Southern California's premier insurance agents. With a thirst to increase his knowledge and desire to help his clients, he went on to become registered in the securities industry and obtained and passed series exams 6, 7, 63, 65, 26, 24 to join the securities industry. He also obtained his licenses in the real estate, insurance and mortgage lending industries, all while being certified as a paralegal specializing inestate planning.In 2003, Cory started his own financial planning and wealth management firm. EFC Wealth Management Firm has helped thousands of individuals make sense of the complicated world of retirement planning. EFC specializes in working with threetypes of clients. The first type of client is the corporate employee transitioning from their jobs into retirement by focusing on designing and implementing the right retirement portfolio to help them maintain their desired lifestyle. The second typeof clients are business owners looking to structure and create the right retirement plan not only for themselves but their employees, as well. The last type of client we specialize in are women investors. We pride ourselves in helping women takecharge in their financial independence. We become the partner they deserve and desire to help them build their own financial dynasty.With over 20 years' experience in the financial services industry, Cory has been the keynote speaker at several of Los Angeles' premiere organizations. He has been featured as a financial professional on the reality show, "The Decision House" andradio station 94.7 The Wave in Southern California; currently boasting 1.3 million weekly listeners. As well as being featured in numerous financial articles and magazines, he also is a published author of two books.Cory's philosophy is "Keep It Simple." The world of finance doesn't have to be complicated. It's the advisor's job to simplify the process and educate the client so they truly understand what their financial objectives are, and, more importantly, howto achieve their desired financial goals. If, after your first meeting with your advisor, you are more confused than you were before you came in, then the advisor didn't do their job well. You should leave your first meeting feeling like you have a trusted advisor that will partner with you and help navigate your financial road map.Cory is more than a financial advisor; he is a wealth coach. Not only does he provide clients with financial help such as saving and planning for retirement, he shows them how to build financial confidence in their life, now, and in the future. Cory helpsclients understand everything from money to finances to business and much more.Cory Chapman truly believes wealth is a mindset. He is ready to work with clients who desire change, are willing to acceptresponsibility for the financial future, and be held accountable for their actions. Contact Cory and take the steps necessary to build financial confidence and wealth [email protected]

The Retirement Plan Solution

Author : Don Ezra
Publisher : John Wiley & Sons
ISBN 13 : 0470494808
Total Pages : 298 pages
Book Rating : 4.4/5 (74 download)

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Book Synopsis The Retirement Plan Solution by : Don Ezra

Download or read book The Retirement Plan Solution written by Don Ezra and published by John Wiley & Sons. This book was released on 2009-06-08 with total page 298 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise For The Retirement Plan Solution "Short, clear, complete, and always interesting. Best book on DC plans and what we should do-now." —Charles D. Ellis, author, Winning the Loser's Game "At a time when the world is in turmoil, along with retirement expectations, the authors have hit a home run. After reading this book, I have a plan. Read it for your path to retirement security." —Dallas Salisbury, President and CEO, Employee Benefit Research Institute "The Retirement Plan Solution offers a refreshing and provocative perspective on how to assess retirement needs, save to meet these needs, and manage the retirement payout process. In this time of financial turmoil, employees, plan sponsors, and financial advisors will find this highly practical resource volume both useful and humorous." —Olivia S. Mitchell, Director, Pension Research Council, Wharton School "The Retirement Plan Solution is a map to the future of 401(k) retirement plans. But it is not just a theoretical view of what could be. Instead, the authors describe the needs and trends that are already here, and then describe the changes that are developing to meet those needs. It is about the tomorrow that is happening today." —Fred Reish, Managing Director, Reish Luftman Reicher & Cohen "The respected authors have created a readable, timely, and very helpful book on all aspects of retirement planning. The suggestions are practical, the information is concise, and the book is highly recommended for anyone that is interested in sound financial planning." —Moshe A. Milevsky, PhD, Finance Professor, York University, Toronto, Canada "This is a must-read for people working in the retirement industry, as well as those who simply care about how to improve their chance of reaching a financially secure retirement. In a clear and simple fashion, the authors deliver one of the best books to date on inefficiencies in the current DC plan and potential improvements." —Peng Chen, President, Ibbotson Associates