Wish I Knew That Sooner

Strategies To Avoid Financial Regret

AvSten Morgan

Häftad, Engelska, 2021

Del i serien Advantage Media Group

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Beskrivning

The Right Financial Information at the Right Time---BEFORE YOU DO THE WRONG THING!If you have ever learned a financial lesson the hard way, you’ve probably said, “I wish I knew that sooner.” Everyone, from small business owners to millionaires and even billionaires, has had the same regrets at one time or another. Now they—and you—have somewhere to turn for no-nonsense, bottom-line financial guidance. In his groundbreaking book, financial expert Sten Morgan will give you the same advice he shares with his clients—advice most “experts” will not. Sten isn’t going to tell you to wait thirty years to achieve financial success; he didn’t. He’s not going to make you feel guilty about buying a latte, and he’ll point out times when spending money on yourself is a good idea. First, he lays out the fundamentals you need for financial success, and then he teaches you the strategies that worked for him and his clients. You’ll learn about the positive power of debt, creative tax strategies, active versus passive investing, and the savvy ways to make money in real estate. With this book as your guide, you will learn to tip the odds in your favor, avoiding poor choices and pitfalls that lead to most financial regrets. Do not wait and look back years from now, wishing you would have known sooner. Take control of your finances today. Your future self will thank you.

Produktinformation

Utgivningsdatum:2021-06-24
Mått:154 x 231 x 13 mm
Vikt:335 g
Format:Häftad
Språk:Engelska
Serie:Advantage Media Group
Antal sidor:224
Förlag:Advantage Media Group
ISBN:9781642253009

Utforska kategorier

Servicesektorn inom Ekonomi och Ledarskap
Finansiering inom Ekonomi och Ledarskap
Privatekonomi inom Ekonomi och Ledarskap

Mer om författaren

STEN MORGAN, CFP, ChFC, founded Legacy Investment Planning by age twenty-five, committed to building a company that would shake up the industry. His mission was to bring creativity back to the financial industry and help as many people as possible avoid the financial regrets that come from wishing they would have known sooner. At age twenty-eight, he earned a seat on his organization’s chairman’s council, which included the top 2 percent of advisors across the country. At age thirty, he made the “40 under 40 list,” InvestmentNews’s top forty financial advisors in the country under age forty. He has also coached hundreds of other advisors on how they can create a business that focuses on unbiased, creative financial advice.Although his team holds true to enduring principles, they take financial strategy to the next level.

Recensioner i media

Financial success without the regrets! Most people achieve success through trial and error. Sten Morgan wrote this book so you won't have to. With the same strategies that have worked for him and his clients, Sten will give you the knowledge to avoid regrets down the road. Learn about the two edges of financial leverage, IRA insights (including the Backdoor Roth), creative tax strategies, and retirement planning. The book's final chapter is packed with powerful financial tips to further supercharge your financial plan. If you're one of the many who wish they'd learned winning financial strategies sooner, read this book--before you make another decision that can change your life.

Innehållsförteckning

INTRODUCTION YOLO Balance: Mindset of Money Undebatable Fundamentals The Positive Power of Debt How Diversification Can Help You Investing: Putting Your Money to Work The Big Money Is in the Waiting: Solving the Dilemma of When to Buy or Sell Annuities: Problem Solvers or Financial Problems? Real Estate Investing: Subject to Inspection Traditional IRA versus Roth IRA Tax Strategies: Stop Overpaying Retirement Planning How to Work with a Financial Professional WORK WITH OUR TEAM WISH I KNEW THAT SOONER BONUS STRATEGIES ACKNOWLEDGMENTS ENDNOTES