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Thoughts on Things Financial
Your Guide to a Chaotic Money World
“I wrote this book as an opportunity to say some things on financial and investment topics that I discuss all of the time with clients. Here I can say these things to more people and hopefully help them understand the key issues, skills, and knowledge required to achieve personal financial success. This book is written for people at all stages of adult life, but mainly geared for those who may feel stuck, overwhelmed, confused or discouraged. It’s easy to feel this way and we’ve all been there. I’m hoping to provide a little wisdom and encouragement.” – Rob Schulz
Inside, you will Learn
- How to craft a winning financial plan that balances the demands of business ownership with long-term personal goals.
- Whether you’re a net saver or a net spender—and how to build healthy cash reserves no matter your starting point.
- A plain-English breakdown of the financial world—who the key players are, how they work, and how to partner with the right ones to strengthen your financial life.
- How to approach risk in the stock market strategically, so you can grow your wealth with confidence.
- The essential Do’s and Don’ts of teaching financial literacy to your children, so you can pass down wisdom along with wealth.
From the book: Thoughts on Planning
There is an entire industry of get rich quick schemes out there, preying on those who are desperate to find an easy way to succeed financially in their personal lives. Maybe you enjoy spending large sums of money on seminars about real estate and options investing or get a big kick out of persuading your friends and family to buy and market products and services through multi-level marketing. If that’s you, then fine, but you don’t need to do this. All you really need is a financial plan.
But most American’s won’t take the time to sit down, focus, and decide what it is they want to achieve from a personal financial standpoint. There are lots of good excuses for putting this off: It’s complicated. It’s hard to find someone you can trust to help. And it’s hard to find the time in our busy work and family lives. If you don’t think you have time, then you’re right, you are running out of time. You’ll have to make time because we all lose a little more of this precious resource every day, and time is a critical component in the time value of money concept we will discuss later as the lynchpin to your personal financial success.
Along the way you will find that there are a lot of advisors and companies out there who are not worthy of your trust. In this book, I’ll teach you how to distinguish those who can truly help you from those who are just wanting to sell you their expensive products.
As life happens, there are a multitude of things that pull at our financial resources. Sometimes it’s hard to know what to do. I’ll help you frame and prioritize your goals so you can make good decisions.
You will also learn how to expect the unexpected, and I’ll help you be better prepared for some of the bad things that you and your family may have to deal with. Also, in our quest for financial success, we can sometimes be our own worst enemy.
There are tricks and systems I can teach you that will help you manage savings and debt in a way that enhances rather than detracts from your long-term goals.
This book is designed to provide a guide, in basic English without all of the fancy financial terms, with the right information you need to step up to the plate with confidence. With the basic knowledge I’ll provide, once you step up it should not be that hard from there. But stepping up is hard. For over 25 years, I’ve been working with people just like you to help them achieve personal financial success. By far the greatest trap is not ever starting and, therefore, never having a plan until it’s too late.
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Order your Book Today!
A practical guide for business owners and families ready to take control of their financial future—one decision at a time.
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