Showing results for "cfp"
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My Mother's Money
A Guide to Financial Caregiving
2025
EN
Accessible
A comprehensive, compassionate guide for navigating end-of-life financial decisions for an aging parent or other loved one—from an award-winning journalist who is also a Certified Financial PlannerHave you just gotten the dreaded phone call—a parent or loved one has taken a turn for the worse and suddenly the burden is on you to manage their affairs? Or are you simply hoping to navigate complex financial conversations with your aging mother or father well in advanc...
Your Money Narrative
Understanding Your Story to Build a Stronger Financial Future
2024
EN
It’s not about the money.Storytelling is a part of each one of us. We tell ourselves stories every day, based on our past encounters, and we mold them over time so they stay relevant with our growth. Our financial stories are no different than the plotlines in our personal lives, however; they can have a profound effect on how we manage our future.Children of the Great Depression lived through a time of scarcity, which shaped how they viewed their money as ...
Investing in U.S. Financial History
Understanding the Past to Forecast the Future
2024
EN
Investors who ignore the past are lost in the present and blind to the future.Most people rely only on their life experience to make investment decisions. This causes them to overlook cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the comprehensive financial history of the United States of America. It begins with Alexander Hamilton’s financial programs in 1790 and ends with t...
Retirement Planning QuickStart Guide
The Simplified Beginner’s Guide to Building Wealth, Creating Long-Term Financial Security, and Preparing for Life After Work
2021
EN
THE ULTIMATE BEGINNER’S GUIDE TO RETIREMENT PLANNING**Includes FREE Digital Bonuses! Asset Allocator Workbook, Portfolio Tracker, and More!**Learn Why QuickStart Guides are Loved by Over 1 Million Readers Around the WorldPlanning for retirement is the biggest financial commitment of your life. Are you prepared?The future is often filled with fear and uncertainty. Fortunately, your retirement doesn’t have to be.
Divorce & Money
Make the Best Financial Decisions During Divorce
2023
EN
All the information you need to split your assets, easily and fairlyMajor financial decisions are often overwhelming, but they can feel downright impossible when you’re in the midst of a divorce. Turn to Divorce & Money, the acclaimed guide that translates complex financial concepts into plain language to help you:• create a cash flow statement using your income and expenses• uncover your spouse’s financial information• determine th...
- Narrated by
- Robert Pagliarini PhD CFP
Unabridged
13 hours 58 min
2025
EN
The traditional approach to retirement is FAILING us. It’s based on the belief that retirees and aging are synonymous with becoming weaker and less capable. That retirement is about winding down and playing it safe, because, you know, retirees are frail. This outdated and patronizing view assumes that when you retire from your job, you also retire from life.In retirement, you have more time, money, resources, and wisdom than you’ve ever had. You can be more adventurous, pursue your...
Intelligent Wealth by Design
Structure Before Strategy
- Narrated by
- Alex Knox
Unabridged
3 hours 37 min
2026
EN
Stop Managing Wealth. Start Designing It.You spent decades building it. So why does it still feel like something is missing?Most successful families don't have an investment problem. They have a structure problem, and no one ever told them the difference.Right now, a silent partner is taking a cut of everything your wealth earns before you reinvest a dollar or make a single decision. It isn't a bad advisor or a bear market. It's the way the system was built....
Strength in Numbers
A story about overcoming societal norms and achieving financial unity
2023
EN
A work of financial fiction, Strength in Numbers centers around the lives of three women as they overcome professional and personal challenges. While there is financial literacy sprinkled throughout the book, the story mainly addresses the emotional impact money has on a family and how to overcome fear and self-doubt.The story begins with Tony Positano, a financial planner, addressing the call of a concerned lottery winner. She has just three weeks to claim over three hund...
Saturday Everyday
9 Simple Steps to Live Your Best Financial Life
2019
EN
Nine simple steps could mean the difference between living your best financial life or not.Michael Crews, who owns a financial practice with more than $500 million in assets under management as of August 2019, reveals those steps in simple langauge in this guide to pursuing financial freedom.By following his advice, you’ll be able to spend more time doing what you love so that every day is a Saturday. Learn how to:• build a foundation to survive financial downturns ...
2015
EN
Platform for Wealth is a valuable guide for energy professionals in search of essential information about protecting and building wealth through portfolio and cash management strategies. Readers will gain insight into the complex benefit options available to energy professionals, as well as different disbursement strategies to generate income for retirees.
The Childfree Guide to Life and Money
Make Your Finances Simple So Your Life Without Kids Can Be Amazing
2024
EN
An essential and comprehensive personal finance and money management guide for Childfree and Permanently Childless people.Design the life you want, then create the right financial plan to get you there.Financial planning looks vastly different for DINKs (dual-income, no kids) and SINKs (single-income, no kids). But nearly all the advice out there assumes you have children or will have them someday. Everything from pursuing the kind of career you wa...
Sophisticated Strategies that Encompass Tax, Investment and Estate Planning
to Grow and Preserve Generational Wealth
2025
EN
"Sophisticated Strategies That Encompass Tax, Investment, and Estate Planning to Grow and Build Generational Wealth" is an authoritative guide designed to empower individuals, families, and financial professionals with the tools and knowledge necessary to achieve long-term financial success. This book delves into the interconnected disciplines of tax optimization, strategic investing, and estate planning, presenting a holistic framework for building and preserving wealth across generations...











