Book picks similar to
The Monthly Retainer Model in Financial Planning: What It Is, How It Works, & How to Implement It in Your Firm by Alan Moore
finance
financial-planning
kitces
i-will-not-read
Happy Sexy Millionaire: Unexpected Truths about Fulfillment, Love, and Success
Steven Bartlett - 2021
We're chasing the wrong things, asking the wrong questions, and polluting our minds. It's time to stop, it's time to resist and it's time to rethink the fundamental social blueprint that our lives are built upon.As an 18-year-old, black, broke, lonely, insecure, university drop-out, from a bankrupt family, I wrote in my diary that I wanted to be a 'Happy Sexy Millionaire' by the age of 25. By 25 I was a multi-millionaire having created a business worth over $300m dollars. Ironically, in achieving everything I set out to, I learnt that I was wrong about almost everything... The world had lied to me. It lied to me about how you attain fulfillment, love and success, why those things matter, and what those words actually mean.In this book, I'll dismantle the most popular, unaddressed lies about happiness that we've been led to believe. I'll expose the source of these lies, examine the incentives that fuel them and replace them with a practical set of scientifically proven and unconventional ideas that will help you to live a truly fulfilled life, a life full of the love you seek and the success you deserve.
The Energy of Money: A Spiritual Guide to Financial and Personal Fulfillment
Maria Nemeth - 1998
And releasing it releases life's possibilities. . . .Thousands of people worldwide have learned how to build a powerful new relationship with their money and bring their dreams to fruition through Dr. Maria Nemeth's dynamic workshops. Now you can, too. In The Energy of Money, Dr. Nemeth--who received an Audio Publishers Award for her Sounds True series on which this book is based--draws upon her more than twenty years' experience in synthesizing spiritual and practical techniques for managing yourself and your work to create a revolutionary program that can free your financial energy and use it to achieve personal life goals and financial wealth. Combining a complete self-help and self-discovery regimen with proven methods of money management, this powerhouse guide to prosperity presents twelve principles that will help you to- Uncover the hidden landscape of beliefs, patterns, and habits that underlie and sometimes subvert your everyday use of money and personal resources- Tame the dragons of driven behavior and busyholism- Defuse fears of deprivation and scarcity- Embrace and work through paradox and confusion- Consciously focus your money energy- Clear yourself to receive the energy and support of others and the universe- Develop and stay on your personal path to abundanceThrough easy-to-follow exercises and meditations, effective worksheets, and other interactive processes, Dr. Nemeth will guide you to financial success and help you manifest your special contribution to the world.
Burn Your Mortgage: The Simple, Powerful Path to Financial Freedom for Canadians
Sean Cooper - 2017
In Burn Your Mortgage, Cooper’s extreme achievement is made accessible as the acclaimed personal finance expert shares the secret to his success: simple yet effective lifestyle changes that anyone—from new buyers to experienced homeowners—can make to pay down their mortgage sooner. Burn Your Mortgage combines inspiring anecdotes with realistic and jargon-free financial tips and resources for achieving financial freedom no matter your financial situation. This easy-to-follow guide will help you pay off your mortgage at your own pace and show you how to live well while doing it. Tools include: - Simple ways to pay down your mortgage sooner; - Your very own mortgage-free action plan; - Sample budgets and savings plans; - Tools for tracking income and expenses; - Home-buying blueprints; - Worksheets for financial empowerment; - Up-to-date information on bank accounts, mortgage contracts, investing, and loans—and how to choose the best options for you; - Tips for overcoming bad money habits. Inspiring, insightful and fun, Burn Your Mortgage will transform the way you think about money and debt on your path to independent home ownership. Sean Cooper is an in-demand speaker, money coach, and personal finance journalist. His articles have been featured in publications such as the Toronto Star, Globe and Mail, Financial Post, and MoneySense. Advance praise for Burn Your Mortgage: “Sean’s personal journey to financial freedom is a brave and inspiring one, and I am delighted to see him share his learning with the world. Burn Your Mortgage offers practical, clear and useful insights to help people of all walks of life live healthier financial lives. I am convinced that Burn Your Mortgage is set to be a pivotal guidebook to achieving financial freedom.” —Peter Aceto, President and CEO, Tangerine “A home is the largest purchase most people make, yet there is little information to help them make smart choices. Most advice comes from banks, mortgage brokers, real estate agents, lawyers and home inspectors—not exactly objective. I’m glad to see Sean Cooper use his experience as home buyer, mortgage burner, landlord and freelance writer to guide others through the steps to take to come out ahead in the real estate game.” —Ellen Roseman, Toronto Star columnist, University of Toronto continuing education instructor and Canadian MoneySaver contributor “A clear and concise plan for millennials looking for a path to financial independence early in their career.” —Don R. Campbell, bestselling author of Real Estate Investing in Canada, frequent guest on the Business News Network “Chock-full of actionable tips based on real life experience, Sean Cooper’s Burn Your Mortgage is a valuable resource for anyone considering buying a home in Canada. In more than just another mortgage manual, Sean writes passionately about the pitfalls to avoid during the house-buying process and then, with equal passion, shows you how to achieve an important step toward financial freedom by paying off your mortgage as quickly as possible.” —Robert R. Brown, author of Wealthing Like Rabbits: An Original Introduction to Personal Finance, and MoneySense columnist “Burn Your Mortgage will push you just outside your comfort zone—which is exactly what you need to really make progress on your mortgage. Sean Cooper walks the talk. His obsession with frugal living provides a ton of great lessons on how to get ahead financially.
The Starbucks Story
John Simmons - 2005
You can get a cup at any caf, sandwich bar or restaurant anywhere. So how did Starbucks manage to reinvent coffee as a whole new experience, and create a hugely successful brand in the process? The Starbucks Story tells the brand's story from its origins in a Seattle fish market to its growing global presence today. This is a story that has unfolded quickly - at least in terms of conventional business development. Starbucks is a phenomenon. Unknown 15 years ago, it now ranks among the 100 most valuable brands in the world. It has become the quintessential brand of the modern age, built around the creation of an experience that can be consistently reproduced across the world. Originally published in 2004 as 'My Sister's A Barista: How they made Starbucks a home away from home', this new 2012 edition has been updated to bring the brand up to date.
The Mindful Entrepreneur: How to rapidly grow your business while staying sane, focused and fulfilled
Joel Gerschman - 2017
Fusing proven, cutting-edge business strategy with powerful mindfulness practices, you’ll learn an immediately practical, holistic approach to achieving business success and personal fulfilment. You’ll also gain access to a range of tools, templates and resources designed to help you: • generate rapid, profitable growth; • create a business that can run without you; and • stay sane, focused and fulfilled. If your business is not giving you the wealth, freedom and fulfilment that you desire, if you feel like a slave to your business rather than master of it, The Mindful Entrepreneur is for you. "The Mindful Entrepreneur will force you to revisit your "Why." Why do you run a business? And how does that fit into your life? Managing a company without a clear measure of purpose and balance is suicide. This book not only teaches us how to survive, but how to access our full potential through a mindful approach. Every business owner should read it.” Jesse Tevelow, Best Selling author of The Connection Algorithm
The Options Playbook: Featuring 40 strategies for bulls, bears, rookies, all-stars and everyone in between.
Brian Overby - 2009
No confusing jargon. No unnecessary mumbo-jumbo. Just clear, easy-to-understand explanations of more than 40 of the most popular option strategies broken down into a play-by-play format including: Play Name: Long Call, Short Call Spread, Iron Condor, etc. The Setup: The goals and reasons to run each play Who Should Run It: Rookies, Veterans or All-Stars, based on degree of difficulty When To Run It: Describes each play as bullish, bearish or neutral The Strategy: A detailed overview of each strategy, their risks and the specific costs associated with multi-leg strategies. description For the first-time option trader The Options Playbook features a "Rookie's Corner," addressing the basic definitions and concepts you need to understand this market, tips to avoid common beginner's mistakes, and suggested strategies to "get your feet wet." For more experienced option traders, an expanded section on implied volatility explains how this handy variable can be used to find the potential range of the stock over the options life. A detailed section on pricing variables (Greeks) helps you understand how an option's price is affected by changes in market conditions. You will also learn how time decay and a change in implied volatility can affect your trade after it's in place and how to recover if things don't go according to plan. The Options Playbook features Options Guy Tips from TradeKing Senior Analyst Brian Overby. Like any good coach, Overby's handy insights help you put theory into successful real-world trading. This expanded 2nd edition includes 10 new plays and 56 new pages of handy content describing a brief history of options, five common mistakes options traders make and how to avoid them, an expanded glossary, how to manage option positions by rolling to a different month and strike, to explaining the difference between index and stock options, managing early exercise and assignment and how to calculate position delta and use it to manage overall position risk of a multi-leg option strategy. Options involve risk and are not suitable for all investors. It is possible to lose more money than invested. Before making any investment decisions, please read Characteristics and Risks of Standardized Options that accompanies The Options Playbook and available at: tradeking.com/ODD. (c) 2015 TradeKing Group, Inc. All rights reserved. Securities offered through TradeKing, LLC, member FINRA and SIPC.
The Banker's Code
George Antone - 2012
It's a story that chronicles the most powerful wealth-building strategies known to man, lessons that are the basis of banking. You'll be introduced to a whole new way of building wealth that some of the wealthiest families in the world have used, and are still using. Be the banker! Praise: "George Antone is the one financial author that has the unique ability to sift through massive technical information and present the reader with lapidary nuggets of wealth-building wisdom." Mark Peters Stone Water Wealth Management "The Banker's Code provides unparalleled insights in regards to money and finances which creates an amazing formula for building wealth." Willie Hooks Million Dollar Coaching "Great Book! Easily read and understood. In this book you’ll discover the world’s most powerful time tested investment model neatly wrapped inside a touching story. I’ve used these proven strategies to create great returns for more than 20 years." Mike Sanderson Private Lender "Wow! What a great book! Mr. Antone has explained the very complex financial concepts in use every day in the banking world in a way that we can all put to use in our own quest for wealth." Henry Dvorken An expert and one of the giants of the real estate note business
Real Estate Investing Gone Bad: 21 true stories of what NOT to do when investing in real estate and flipping houses
Phil Pustejovsky - 2015
The cost of these "deals gone bad" total millions of dollars in losses, years of unproductive activity and incalculable emotional stress. However, you’ll obtain the enormous benefits of the powerful and profitable learning lessons from these 21 mishaps without the costs! You’re about to gather lifelong, extremely valuable real estate investment and house flipping wisdom that has taken others a lifetime and a fortune to learn. This book is a must read for anyone planning to be or is already a real estate investor because you'll find out what NOT to do in real estate.
101 Free Money Making Apps: Earn Money While on the Go From Your Smartphone
Jason Wuerch - 2017
These money making apps pay you for completing the following: watching videos, taking surveys, completing short tasks, investing, working out, shopping online, mystery shopping and unlocking your phone. This is a great way to earn some extra cash on the side without having to use a large amount of effort. The best part is that some of these apps are completely passive, meaning you can earn a passive income without needing to do anything else other than installing the app and cashing out. As a bonus, we've also included 5 money making websites in addition to the 101 money making apps.
Beyond The E-Myth: The Evolution of an Enterprise: From a Company of One to a Company of 1,000!
Michael E. Gerber - 2016
Beyond The E-Myth expands that conversation with the entrepreneurial small business owner, in a clear, precise, and compelling overview that addresses their main job — inventing, building, and launching a company with the power to "scale" — to grow beyond the "Company of One" in a straightforward, eight-step process. When asked, Gerber emphatically explains: "I wrote this to make the job of building a small business easy — for every man or woman struggling to get it right. This book cuts to the chase: A company is a product to be sold. Build it right, and you will sell it. Build it wrong, and you won’t. Most small business owners won’t. This book was written to fix that."
Cryptocurrency Investing Bible: The Ultimate Guide About Blockchain, Mining, Trading, ICO, Ethereum Platform, Exchanges, Top Cryptocurrencies for Investing and Perfect Strategies to Make Money
Alan T. Norman - 2017
When hearing those words just a couple of years back, people used to say: It’s a scam, financial bubble IThere is no point in investing, the price is too low INo country will ever recognize cryptocurrency IIt’s an obvious pyramid scheme IIt’s a sort of amusement for nerds IIt's not serious, it will collapse in a couple of years. Until recently, cryptocurrency had been viewed as a sort of amusement for a handful of the chosen who bought and sold something and believed that a new currency would make a hit one day! You surely were also among those people who did not take Bitcoin and cryptocurrency seriously, but the current events gag even the biggest skeptics. Current Bitcoin price is 6,644$* The price of the most popular cryptocurrency repeatedly breaks all the unthinkable records. Capitalization is about $120 billion World recognition The world's largest economies – India and Japan – recognized Bitcoin as the official currency. The US authorities recognized cryptocurrency as the asset. And this is just the beginning. Mining on an industrial scale The cryptocurrency market is extremely fast-changing, and it is almost impossible to monitor the situation and make the right decisions on your own. Most people have no proper experience, time and money for that. My book gives basic yet quite extensive information for those people who do not chase a rainbow but want to build a long-term profitable business in one of the cryptocurrency areas: from mining to investing. So, this book is not about: Illegal ways of making money Praising cryptocurrency and urging you to invest in it to the last penny Fraud techniques and making a fast buck Boring and pointless theory Ways to earn millions without investments and risks This book will help you get to learn the following: Which way of making money in cryptocurrency market suits you best. Where should you start if you have just $500. What information about cryptocurrency the experts withhold (Take the rose-colored glasses off!). How to elaborate a personal strategy, set up your own cryptocurrency business and earn your first $3,000-10,000 as early as 2018. I can also guarantee that you: Puzzle out the main present-day currency trend even if you are clueless about economics, finance and technology. Understand whether you really want to invest in cryptocurrency (perhaps, this type of business doesn’t suit you at all and you will save your time) Get to learn how to check the risks and not to invest in the first available currency Having considered my experience, protect yourself from possible failures and pouring money down the drain which will inevitably happen if you go it blind.
The Money Code: Improve Your Entire Financial Life Right Now
Joe John Duran - 2013
Unfortunately, most of us were never taught how to think and communicate about money. The Money Code is a modern tale of one person's journey to uncover the five secrets to living his one best financial life. Through his voyage, you will learn how to:- Prevent bad decisions about money- Identify your Money Mind‚ Fear, Happiness, or Commitment and how it affects every financial decision you make- Use a custom checklist to improve your entire financial life- Clearly discuss decisions about money with the ones you love- Finally take control of your financial life
The Leader Assistant: Four Pillars of a Confident, Game-Changing Assistant
Jeremy Burrows - 2020
Whether it's a job change, shifting deadlines, a micromanaging executive, a toxic co-worker, a high-pressure project, or an intense negotiation with a vendor, the administrative profession is not for the faint of heart.If you're looking to maintain the status quo and be "just an assistant," this book is not for you. But, if you want the confidence and ability to conquer the challenges that most try to avoid, then you're in the right place.The Leader Assistant outlines four pillars—embody the characteristics, employ the tactics, engage in relationships, and exercise self-care—that will help you rediscover your passion for the profession and become a confident, future-proof, game-changing Leader Assistant. If you neglect even one pillar, you'll head for burnout, stagnation, and anonymity. You are meant for so much more. Are you ready to be the Leader Assistant the world needs?