The One-Page Financial Plan: A Simple Way To Be Smart About Your Money

ISBN-13: 9780241019443 / Angielski / Miękka / 2015 / 224 str.

Carl Richards

Opis

This is a simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards. Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. "In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read." (Wall Street Journal). "Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two." (Manisha). Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the Bam Alliance.

Recenzje

In a world where financial advice is (often purposely) complicated and filled with jargon, Carl distills what matters most into something that is easy and fun to read. The true measure of a brilliant book is whether the material is as relevant to an industry expert as it is to a layperson. The One-Page Financial Plan unquestionably is. Buy two copies - one for yourself and one to hand to the nearest pundit

Morgan Housel, columnist, The Wall Street Journal

O autorze

Carl Richards is a certified financial planner, author of The Behavior Gap, and founder of Prasada Capital Management. His column, The Sketch Guy, runs weekly on The New York Times website, and he is a columnist for Motley Fool. Richards appears regularly on National Public Radio's Marketplace Money, and is a frequent keynote speaker at financial planning conferences and visual learning events. He lives in Park City, Utah, with his family.