Showing results by narrator "CFP®" in All Categories

In a world obsessed with flashy lifestyles, Midwestern Millionaires embody a different kind of financial success: one built on making smart choices over their working years. Now, they require more advanced and specific planning because of the wealth they have created. This audiobook reveals their traits and why Peak Retirement Planning, Inc. was founded to help serve them.

Were you raised with an understanding about money? Not many of us were. Do you feel that whatever you seem to do, you can't get ahead? Or that all you do is work, work, work without having a clear goal? In Attitude, Abundance & Action, well-loved and highly experienced financial planner Kath Orman exposes the secret: it's not all about the money! Kath offers strategies, exercises and a wealth of information to put you more in charge of your financial situation—and your life.

Everyone despises taxes for a reason: they drain your income and limit your financial freedom. Discover the solution in I Hate Taxes and keep more cash in your pocket. You should pay your fair share in taxes—but not a penny more. It’s time to end excessive tax payments and say hello to financial freedom. Within this book, you’ll learn: Proven tax-saving strategies that put money back in your hands. How to legally navigate the tax code to your advantage. The tax-planning secrets financial planners won’t share. The power of paying your fair share while maximizing your savings.

Only 2% of Americans have both pensions and $1 million or more saved for retirement. If that is you, welcome to the 2% Club! This book was written for you. It's dedicated to all the American heroes who've lived a life of service, and the blue-collar professionals who've worked hard and saved diligently for decades.

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of their most valuable...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial...

Those are certainly key components, but in Financial Planning Made Personal, Larry Sprung stresses the importance of focusing on joy first, money second. He explains the benefits of focusing first on whatever brings you joy in life, and then on using your money and other assets to manifest that joy.

The subject of converting your IRA savings into Roth IRAs seems to be very controversial—and it shouldn't be. The established paradigms about when to convert and how much to convert are almost as useless as the popular opinions about which tax bracket one should convert into. And these false beliefs lead to several mistakes when doing Roth conversions.

As a busy professional working in a high-demand career, it’s easy to put your work and clients first and ignore your own needs. Becoming physically run-down, emotionally burned-out, and spiritually depleted can result in frustration, anxiety, and even disillusionment. Beyond Balancing the Books is a practical guide that will help you find your authentic heart-centered focus. Using powerful everyday exercises and intentional questions, Marino’s grounding meditations will instill a reinvigorated sense of purpose.

How should I invest? What should I invest in? What is safe, and what is too risky? If these questions keep you awake at night, you're not the only one. Many investors struggle to find the "right" way to build their investment portfolios safely and profitably. The truth is that there is no single right way to invest. However, there is a right way to invest for you.

The Disciplined Investor focuses on demystifying the often-complex world of investment planning. With proven strategies and easy-to-follow instructions, it is the only guide you will need for investment success.

When we began our journey as an adult, there are a few life lessons that we all wish we had known. In this genre-bending fictional story, a grandfather and his 18-year-old grandson hold a series of conversations about family, life, and the foundation for building a financial legacy. Joe refined the concept of the Retirement Runway during his thirty-five years as a certified financial planner, including his appearances on CNBC and Fox Business. He has dedicated his life to serving families and currently manages over $700M in assets through the registered investment advisor firm he co-founded.

Learn insider strategies that Robert Pagliarini, Ph.D, CFP has used for almost three decades to help thousands of clients grow their wealth and live their best lives in retirement.