Wealth Planning

Secrets of the Millionaire Mind reveals the missing link between wanting success and achieving it! Have you ever wondered why some people seem to get rich easily, while others are destined for a life of financial struggle? Is the difference found in their education, intelligence, skills, timing...

This book grew out of a series of letters to my daughter concerning various things - mostly about money and investing - she was not yet quite ready to hear. Since money is the single most powerful tool we have for navigating this complex world we've created, understanding it is critical.

This is a textbook used for wealth management VIP courses and study. This book contains the fundamentals of financial planning, economics, banking, investments, debt management, risk management, retirement and estate planning. This book has been used for CWM Chartered Wealth Manager training and education for certification courses. This book is also used for ChFM Chartered Financial Manager education and certification training.

In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. Designed for both professional and academic audiences, Psychology of Financial Planning is written for those with thirty years in practice as well as those just beginning their journey.

The only thing between most people and more money is knowledge. If you don’t have money, it’s because you don’t understand money. If you don’t understand money, then learn how to understand it. Simple You are so lucky to have made your way to this book. I am going to give you the simple step-by-step recipe for transforming your life by creating wealth and achieving financial freedom. It’s also about hard work. And the more hard work you do the luckier you get. This book is for a number of different audiences. It’s for young adults; twenty and thirty-somethings that are making ...

Plan Like a Millionaire is part of a riveting three-part series, and it's all about elevating your game and setting goals like a seven-figure earner. In this wealth-inspiring listening journey, Rachel reveals the secrets of how to set goals, manage time wisely, build essential support systems, break free from financial constraints, and make savvy money decisions.

Rachel Rodgers, the financial guru and best-selling author of We Should All Be Millionaires, delivers a transformative guide that's redefining how you approach debt and wealth-building. Your Debt Plan is a wealth-inspiring journey that reveals the secrets of eliminating debt while building a seven-figure mindset. In this powerful framework, Rachel shares her personal triumph over $357,984 in student loan debt, demonstrating how she became a millionaire within seven years. She leads her audience out of the cycle of financial shame and contraction through her revolutionary six-step system.

THE WATERFALL WEALTH BLUEPRINT: The Secret Trust Fund Strategy to Build Generational Wealth 💼 Unlock the secret blueprint the world’s wealthiest families use to preserve and grow wealth for 100+ years… now available to YOU. Have you ever wondered why 90% of family wealth disappears by the third generation? It’s not bad luck—it’s bad planning. This powerful book reveals the Waterfall Wealth Building Method, an elite trust fund strategy used by billionaires, family offices, and dynasties to protect wealth across generations while minimizing taxes, avoiding lawsuits, and ...

In this easy-to-listen-to and practical guide, you’ll learn how investing in property can achieve your financial goals at every stage of your life—from buying your first home, to building a portfolio and into retirement. Full of helpful case studies, useful data, and clearly articulated strategies, this is an indispensable read for anyone wanting to build a long-term wealth plan.

The Rockefeller Method: Building Generational Wealth That Lasts by Dr. Abdalla Ahmed What does it take not just to build wealth—but to ensure it lasts for generations? John D. Rockefeller, one of the most successful businessmen in history, did more than accumulate riches. He created a system of trusts, family offices, foundations, and governance structures that allowed his descendants to preserve and grow his fortune for more than a century. His wealth outlived him—not by accident, but by design. In The Rockefeller Method, Dr. Abdalla Ahmed—physician, investor, and entrepreneur—...

Unlock the secrets to financial success with this comprehensive guide on how to become a millionaire by trading stocks. This eBook offers actionable strategies, practical tips, and essential knowledge to help you achieve consistent profits in the stock market. From building a solid trading plan to scaling your strategy and adapting to market conditions, learn how to navigate the complexities of trading while maintaining emotional discipline. Whether you’re a beginner or an experienced trader, this eBook will provide you with the roadmap to financial freedom in just five years.

Unlock the secrets to financial freedom with "How to Build Seven Streams of Income: Achieving Financial Freedom Through Multiple Income Streams." Whether you’re stuck in a 9-to-5 grind, dreaming of financial independence, or simply want to secure your financial future, this book is your ultimate guide to creating wealth through diverse income streams. Imagine a life where money works for you, not the other way around. This isn't just another finance book; it's a blueprint for financial success. Dive into the wisdom of seasoned investors, successful entrepreneurs, and finance gurus who ...

America's elite have been using cash value life insurance to stockpile wealth for centuries. Used correctly, it is better described as a personal bank on steroids, and a financial bunker for tough times. To be clear, this audiobook is not about the typical garbage peddled by most insurance agents. Rather, an alternative to the risky investment strategies taught by Wall Street. It details a highly efficient form of cash value life insurance designed to supercharge your savings and stockpile wealth.

Are you tired of feeling overwhelmed by money matters, drowning in debt, or unsure how to plan for the future? Imagine a life where you confidently manage your finances, build wealth over time, and secure a prosperous future—all through the power of financial literacy. Financial Literacy Unlocked is your essential guide to mastering personal finance, offering practical strategies and actionable insights to transform your relationship with money. Dive into a step-by-step journey that demystifies budgeting, saving, investing, and retirement planning. More than just a book, this guide ...

Would You Like to Guarantee Your Child Will Never Have to Struggle Financially? Parenthood comes with equal parts excitement and terror. You wonder, “will my child be okay in this world?” These fears aren’t solely related to money of course, but imagine how much peace of mind you would have if you knew your child would never have to take a job that they hated or struggle to pay off college loans. Better yet, what if by the time they were eighteen, they knew they would retire with at least seven figures in the bank because of small investments you made? In Give Your Kids Financial ...

“A cheerful manifesto on removing obstacles between yourself and the income of your dreams.” —New York Magazine From the #1 New York Times bestselling author of You Are a Badass, a life-changing guide to making the kind of money you’ve only ever dreamed of—an excellent holiday gift...

This book provides an introductory overview for Americans beginning to explore retirement or relocation to Portugal. Retiring in Portugal offers a high-level look at the financial, legal, and lifestyle considerations that commonly arise when Americans first start evaluating life abroad. Written by Wealth and Borders, this guide is designed for readers who want to understand the landscape before engaging professional advisors or committing to a specific path. Inside, you’ll find an overview of: General income tax considerations for U.S. citizens living in Portugal Basic estate planning ...

Are you ready to take control of your financial future? Investing for Beginners is the ultimate guide to understanding the fundamentals of investing, building a strong portfolio, and creating long-term wealth. Whether you're new to stocks, real estate, or passive income strategies, this book will help you develop a clear investment plan, avoid costly mistakes, and maximize your returns. Start your journey to financial success today! #InvestingForBeginners #FinancialFreedom #WealthBuilding #PassiveIncome #SmartInvesting

UNVEILING ASSET REVESTING: THE INVESTMENT REVOLUTION! An Industry-Breaking Investment Style That the Financial Industry Wants Kept Secret! Are you ready for an insider look into the future of investing in 2023 and beyond? Dive deep into a method of investing that is reshaping the financial landscape! THE GAME-CHANGING STRATEGY FOR THE PASSIVE INVESTOR, ACTIVE TRADER, BUSY PROFESSIONAL, AND RETIREE! Do you dream of high returns with minimized risks without the emotional turmoil and traditional volatility you have experienced in the past? Ever wish you could become a self-directed trader or ...

Family Office for Beginners: The Essential Guide to Protect Assets, Reduce Taxes, and Build Generational Wealth Take control of your financial future with the strategies used by the world’s wealthiest families. This beginner-friendly guide simplifies the powerful tools of a family office so you can protect what you’ve built, reduce your taxes, and create lasting wealth for generations. Inside you’ll learn how to: Protect assets from lawsuits, creditors, and risks Legally minimize taxes with proven structures Build and preserve generational wealth Use trusts, wills, and estate planning...