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WINNING The Financial Planning Game

WINNING The Financial Planning Game PDF Author: Ethan Schmidt
Publisher:
ISBN: 9781734938678
Category :
Languages : en
Pages : 58

Book Description
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.

WINNING The Financial Planning Game

WINNING The Financial Planning Game PDF Author: Ethan Schmidt
Publisher:
ISBN: 9781734938678
Category :
Languages : en
Pages : 58

Book Description
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

Getting an Investing Game Plan PDF Author: Vern C. Hayden, CFP
Publisher: John Wiley & Sons
ISBN: 0471465534
Category : Business & Economics
Languages : en
Pages : 257

Book Description
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

Winning the Money Game PDF Author: Skyline Publishing
Publisher: Independently Published
ISBN: 9781095218440
Category :
Languages : en
Pages : 112

Book Description
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

Financially Fearless PDF Author: Alexa von Tobel
Publisher: Crown Currency
ISBN: 0385347626
Category : Business & Economics
Languages : en
Pages : 338

Book Description
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.

Stacking the Deck

Stacking the Deck PDF Author: Kevin Ikeno
Publisher: iUniverse
ISBN: 1532005784
Category : Business & Economics
Languages : en
Pages : 108

Book Description
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.

To Win the Money Game

To Win the Money Game PDF Author: Venita VanCaspel
Publisher:
ISBN: 9780835986922
Category : Finance, Personal
Languages : en
Pages : 60

Book Description


Playing the Game

Playing the Game PDF Author: Paul Remack
Publisher: Morgan James Publishing
ISBN: 1683505662
Category : Business & Economics
Languages : en
Pages : 207

Book Description
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.

The Game Plan

The Game Plan PDF Author: Bryton W Keyes
Publisher:
ISBN:
Category :
Languages : en
Pages : 160

Book Description
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!

How to Win the Money Game!

How to Win the Money Game! PDF Author: Brandon Williams
Publisher:
ISBN:
Category :
Languages : en
Pages : 0

Book Description
Discover the ultimate playbook for financial success with "How To Win The Money Game! - The Playbook." This captivating and innovative book combines the worlds of financial literacy and football, making money matters relatable and accessible to kids, teens, and adults alike.In this comprehensive guide, readers will explore a wide range of essential topics, from personal finance and credit to stocks, life insurance, and financial aid. The playbook goes beyond traditional financial education, emphasizing social entrepreneurship, personal development, and ethical financial practices.Through relatable analogies, engaging storytelling, and actionable strategies, readers will learn how to budget effectively, make informed investment decisions, and protect themselves financially. The author expertly weaves together football anecdotes and financial principles, demystifying complex concepts and empowering readers to take control of their financial lives.Whether you're just starting out on your financial journey or seeking to improve your financial situation, this playbook is a must-read. It equips readers with practical tips, real-life examples, and actionable steps, laying the foundation for financial success.With its engaging writing style and the author's expertise in both finance and football, "How To Win The Money Game! - The Playbook" makes learning about money management an enjoyable experience. By intertwining the game of football with financial principles, the book makes concepts more relatable and easier to grasp.Empower yourself with the knowledge and skills needed to thrive in today's financial landscape. Whether you're a student, a parent, or an educator, this playbook provides a valuable resource for teaching financial literacy in an engaging and effective way.Prepare to step onto the financial field with confidence, strategy, and a playbook that will guide you to victory in the money game. "How To Win The Money Game! - The Playbook" is your essential tool for mastering financial literacy and achieving lifelong financial success.

It All Adds Up

It All Adds Up PDF Author: Devon Kennard
Publisher: HarperCollins Leadership
ISBN: 1400233771
Category : Business & Economics
Languages : en
Pages : 238

Book Description
Gain access to the ultimate playbook to help you win at your financial game. Money is a game of survival, and you can’t get ahead with the outdated playbook of the American Dream. Don’t let rising debt, stagnant wages, and increased inflation make it impossible to create financial stability. Create investment opportunities to build lasting wealth, and design the lifestyle of financial freedom that you and your loved ones have always dreamed of. NFL linebacker, investor, and philanthropist Devon Kennard is winning the financial game off the field, with proven strategies to generate income that will support him and his family long after he is playing in the stadium. In this book, Devon provides clear guidance and practical tools to help you create your money success story. You will learn how to: Transform your passions into ideas that earn passive income. Get into the real estate game and learn different investment methods. Cultivate a positive, wealth-building mindset to overcome financial fears and withstand setbacks. Network and create your team to help you reach your money goals. Include philanthropy and charitable works as part of your wealth legacy. At last, you have the ultimate game plan to create a version of the American Dream that works on your terms and builds lasting wealth for you and your family.