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More About This Title Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever
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Simplify your financial life and ensure financial success into the future
Feeling paralyzed by the overwhelming number of complex decisions you need to make with your money?
You don’t need to be an expert to achieve financial freedom. You just need a framework that makes the right choices simple and easy to make. Making Money Simple provides that much-needed process so you can get on the right track to long-term financial security.
This valuable resource provides a solid foundation for all the nuanced personal finance decisions you need to make as you go through your career, hit major life milestones, and look to grow wealth. It’s a blueprint for financial achievement—even through tough-to-navigate situations where there are no clear-cut rules.
After you read Making Money Simple, you’ll be able to create your personal plan for success using proven wealth management methods and real-world financial strategies. From basic financial principles to advanced investing techniques, you’ll get comprehensive coverage of fundamental financial topics with easy-to-follow advice from author Peter Lazaroff, who draws from his expertise as the Chief Investment Officer of a multi-billion-dollar wealth management firm to give you the tools you need to simplify your financial situation and make the right moves at every opportunity.
Getting your finances in order doesn’t have to be hard. It doesn’t require fancy, convoluted investment strategies. Nor does it require keeping track of detailed spreadsheets. You just need this step-by-step process to get your financial house in order and keep it that way forever.
It doesn’t matter what your specific situation is. We all need to understand our money—and what to do with it. Making Money Simple shows you how to:
● Develop clear financial goals and plan for your future
● Understand the three crucial elements of building a strong financial house
● Implement effective investment strategies to grow your wealth and avoid costly mistakes
● Learn ten smart questions to ask when hiring financial professionals
For those seeking to secure a solid financial future, Making Money Simple: A Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever is the roadmap to get you there.
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PETER LAZAROFF, CFA, CFP®, is the Chief Investment Officer at Plancorp, a multi-billion-dollar wealth management firm serving clients across the country. He also serves as the Chief Investment Officer for BrightPlan, a digital advisor that builds customized financial plans and goals-based investment portfolios. Peter is a nationally recognized speaker and a regular contributor to The Wall Street Journal and Forbes. Visit peterlazaroff.com to learn more and take a free Financial Wellness Assessment.
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Introduction
Chapter 1: The Power of Time and Compounding
Chapter 2: Where Do You Want to Go?
Chapter 3: Where Are You Today?
Chapter 4: Creating a System for Financial Success
Chapter 5: Your Introduction to Investing
Chapter 6: Harnessing the Power of Markets
Chapter 7: Building a Portfolio to Meet Your Goals
Chapter 8: A Quick Guide to How and Where to Invest Your First Dollar
Chapter 9: Facing the Realities of Market Downturns
Chapter 10: Family Finances
Chapter 11: Making Big Financial Decisions at Critical Junctions in Life
Chapter 12: How to Create Your Own Team of Professionals to Help You Succeed
Conclusion: Building a System for Financial Success
About the Author
Quiz: Is Your Financial House in Order
Index
