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Rewrite Your Financial Narrative

Autor Wollman, Fred
en Limba Engleză Hardback
Live With No Regrets: Reclaim Your Retirement When we make decisions about money, our heart tends to get in the way of our brain and emotion trumps logic, often resulting in less-than-practical results. But this doesn't mean we should entirely discount our emotions when we make decisions about money. The truth of the matter is that regret is one of the most powerful forces in our lives. It's nearly impossible to live--and spend money--without regrets. But you can plan your future so that you have as few regrets as possible. In his book, Rewrite Your Financial Narrative, Fred Wollman helps you understand the emotional reasoning behind saving for retirement and planning for retirement expenses while connecting you with your rational self. You'll learn to: -understand the "why" of your financial decisions. -define your dreams, motivations, goals, and priorities. -understand and conquer financial biases. This is a book that's been written for real people who live real lives. Fred Wollman is here to help you, as an individual with ambitions, come to grips with your financial reality so you can match the narrative playing in your head to your financial reality. "In Rewrite Your Financial Narrative, Fred Wollman uses insights gained through a lifetime of education and personal experience to clearly explain, in client-friendly terms, his approach to financial health and wellbeing." Larry Divers, CISP(R), CRA(R), CRC(R), CRSP(TM), AIFA(R), AIFM(TM) Executive Vice President, Cannon Financial Institute www.FredWollman.com
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Specificații

ISBN-13: 9781599328577
ISBN-10: 1599328577
Pagini: 144
Greutate: 0.36 kg

Cuprins

Introduction A Careful Look in the Mirror: Assessing Dreams and Motivations Activating Your Financial GPS: Identify Your Financial Reality Guidelines to Understanding Money: Risk, Volatility and Portfolio Building Economic Potholes and Pitfalls: How to Avoid¿and Conquer¿Financial Biases The Four Greatest Risks to Your Financial Health A Fork in the Road: A Guide for Pre-Retirement Investors The Time Is Now: Financial Strategies for the Retirement Years What¿s Yours Is Yours: Protecting Your Assets Passing on the Wealth: ¿Whös Gonna Get the Money, Honey?¿ Resources Contact


Notă biografică

FRED WOLLMAN is a CFP® professional, or Certified Financial Planner¿, with Wollman Wealth Designs. He holds a Master Planner Advanced Studies (MPAS®) designation as well as securities registrations 7, 63, and 24. He is registered to practice in twelve states, in addition to holding a California life and disability insurance license. From 1987 through 1990, Fred taught CFP® classes to aspiring financial professionals at San Diego State University.

Fred serves as president of the Valley Center Trails Association, trustee of ECOLIFE Conservation, and is a member of 1% for the Planet. He and his wife of thirty-six years, Kathy, live in Valley Center, California, with a cat, a dog, and two horses. Fred spends his down time relaxing by doing yoga, tai chi, riding horses, and backpacking with Kathy, their kids, and their grandkids.