Wealth Planning

You've worked hard to build your wealth. Now it's time to make it last. In this comprehensive guide, financial professional Alano D. Massi reveals the essential strategies and techniques that can help maximize your retirement savings and create lasting wealth. Drawing on years of experience as a CERTIFIED FINANCIAL PLANNER™ practitioner, Massi breaks down complex financial and retirement planning concepts into easy-to-understand language, strengthening your knowledge and providing a reliable resource throughout your retirement journey.

The rules for investing have changed. Don’t get left behind. Reboot your approach with this timely guide from a wealth management powerhouse. It’s not hard to grasp why we need to change the way we think about investing. Over the past twenty-five years, new developments in world affairs...

Are you ready to find your freedom? Everybody has money memories. How do yours shape the way you feel about, think about, and interact with money? In Find Your Freedom, personal finance and retirement planning expert Jamie P. Hopkins, Esq., CFP(R), gives you the tools to explore your past...

How to build - and keep - generational wealth! How can a family build "safe and sure" wealth...that lasts for generations? That's the question answered by Perpetual Wealth. You'll discover how families can create wealth together to serve the good of all. The authors call it "family financing", and it's about much more than money! Among the many fascinating and insightful points, you'll learn: Why "typical" financial advice sabotages long-term wealth, the "four cornerstones of generational wealth" that ensure an inheritance will be wisely used, not wasted, and more.

When it comes to investing, you might have a few assumptions (you have to be rich to invest, it's too risky, you need to be a 'professional'), are bombarded with financial jargon (index, funds, stocks, shares) or are not sure where to start. Kalpana Fitzpatrick, financial journalist and money expert, will help you take control of your finances with this easy-to-understand guide to investing.

What are the secrets to a healthy, happy, and wealthy retirement? To answer that question, longtime Morningstar columnist and podcaster Christine Benz asked 20 retirement thought leaders to go deep on a single lesson that they believe contributes to success in retirement. These lessons range...

From Zillennial Finance Expert Mrs. Dow Jones comes a groundbreaking, judgment-free personal finance guidebook about how to grow wealth on your own terms. You’re not bad with money. It’s just no one ever taught you how to win a game rigged against you. Recessions. Crushing student debt...

With more than 1 million copies in circulation, it remains the best-selling family business book of all time. Much of its success is owed to the deeply original message about the dangers of gifting an operating business to family. It offers business owners and their family a proven process for building wealth and protecting family relationships by exploring whether the business should be sold inside or outside the family. Every Family's Business includes 12 questions to help guide this emotional transition.

The Beginner’s Guide to Financial Freedom is a calm, practical introduction to managing money for anyone who wants less stress and more confidence in their financial life. This audiobook focuses on clarity, consistency, and realistic progress, helping beginners build stability without pressure or overwhelm. Inside, you’ll learn what financial freedom truly means beyond common myths of wealth or early retirement. The audiobook guides you through developing the right money mindset, understanding your financial starting point, and creating goals that support long-term stability.

Are your family business and wealth prepared for major transition? Everything is in transition. Look around.... Business is in transition. Family is in transition. And the thing that no one wants to truly admit.... Wealth is in transition. You will be faced with some very difficult choices in the months and years to come. Now is not the time to bury your head in the sand and pray that challenges in your family business will magically work themselves out. You must be strategic.

Do you have dreams of becoming an entrepreneur? Are you tired of working for the big man and want to become your own boss? Are you afraid to invest in a business and then fail? If you relate to any of these questions, then this audiobook can help guide you and make you feel at ease about everything you will need to know and change to help you become a successful entrepreneur. I can’t assure you that you won’t be faced with failures during your journey of entrepreneurship, but I can teach you all the tools and skills you need to prevent as many failures as you can.

In today's world of increasingly complex financial markets and investment options, it is all too common for investors to lose their way and fall prey to unscrupulous players in the financial world. In The Wealth Blueprint, CPA father-son duo Selwyn and Jonathan Gerber take on the many misconceptions that lead investors astray and lay out the proper science-based approach to wealth building.

The Wealth Creation Myth is the third audiobook from author and wealth management veteran Ed Moldaver. This guide explores the wealth creation and preservation landscape in a way that no other audiobook has. Ed's multi decade career provides the foundation to understand the three basic pillars of the wealth management industry, what works, what doesn't, and why.

As Warren Buffett, one of the wealthiest men in America, once said, “If you don't find a way to make money while you sleep, you will work until you die.” It’s not your fault if you’re not well-informed about making passive income, but it will be if you choose to stay ignorant. You need to equip yourself with the knowledge, practices, and strategies that will help you manage and multiply what you currently have so you can build a future free of money worries.

Unlock Your Hidden Paycheck offers innovative strategies for enhancing financial well-being through smart tax planning and turning hobbies into profitable businesses. It demystifies complex tax concepts, empowering listeners to discover "phantom income" and leverage tax benefits for wealth generation.

Brenda, Kevin, and the kids were stuck...Brenda had taken a 20 percent pay cut and was told by her boss she should feel "lucky to still have a job". But they were already living paycheck to paycheck. How were they going to get by with 20 percent less income? Move. Brenda was offered a great job six states away. They'd have to sell the house, though. But they didn't have much equity. The few offers they received were lower than what they owed. Can't sell a house if you can't pay off your loan.

You’ve got the idea. You crave freedom, flexibility, and fulfillment. But then reality hits - legal forms, business plans, taxes, operations. Where do you even start? Most businesses don’t fail because the idea is bad, but because the execution is flawed. Entrepreneurs get stuck in confusion, skip key steps, or burn out trying to do everything alone.

For decades, typical financial planning has sold itself on perpetuating a fundamental lie—that you can reach prosperity through its methods. But truly prosperous individuals don’t follow typical financial planning. They know that most mainstream money advice is not intended to make you wealthy; it is intended to keep you from being poor. Big difference. And like any advice for the masses, it is geared toward the lowest common denominator.

What if financial success wasn’t the finish line—but the starting point for something greater? In Beyond Wealth, seasoned advisor Rick Hadrava pulls back the curtain on what it truly takes to live a life of freedom, purpose, and lasting impact. With over 30 years of experience guiding high-achieving individuals through the complexities of wealth, Rick delivers a refreshingly personal and actionable blueprint for designing a life that goes far beyond numbers on a balance sheet. This isn’t a book about chasing market returns or maximizing portfolio performance. It’s a book about clarity.

Platform for Wealth is a valuable guide for energy professionals in search of essential information about protecting and building wealth through portfolio and cash management strategies. Listeners will gain insight into the complex benefit options available to energy professionals, as well as different disbursement strategies to generate income for retirees.