Exceptional Wealth: Clear Strategies to Protect and Grow Your Net Worth

De: Mark Tepper

Narrado por: Dalan Decker

Are you a high-net-worth individual? Then the wealth management rules are different for you.

Mark Tepper rightly assures us that we should all consider ourselves wealthy if we have the resources to live the lives we want to live without compromise. However, if you fall into one of his higher-net-worth categories, you will find that Exceptional Wealth is speaking directly to you.

Tepper, author of the acclaimed Walk Away Wealthy, stresses that if you are someone with a high net worth, you have to realize that managing your wealth is complex. He clearly outlines key steps and sophisticated strategies that experienced professional financial advisors should be implementing for you. Each high-net-worth individual has unique and different forms of wealth, investments, and objectives. Consequently, individual and special family needs demand specifically tailored financial plans and approaches. Good investment management might have made you wealthy, but Tepper solidly brings home the point that only proper wealth management will keep you wealthy.

Those whose wealth exceeds $1,000,000 will likely benefit most from the keys and myths that Tepper outlines, but this audiobook is relevant for anyone looking to take the next step in wealth accumulation and preservation. The bottom line, as Tepper advises, is the following: Prosperous individuals require a higher level of sophistication when it comes to optimizing their financial affairs.

©2017 Mark Tepper, CFP (P)2017 Mark Tepper, CFP

A bit outdated; just ok

Basic financial planning is fine. Nothing that makes this book exceptional. As far as estate planning ideas the author has a brief list then says to find a financial planner. He says find a financial planner a lot. This book seems very self-promotional. Narrator also stops short at explaining more complicated topics and suggests you purchase the written book for acess to that information. I have read other books on asset protection that are much more informative. I think this book is fine, just ok.