Wealth Planning

A real-world guide to taking control of your money and building the life you want True investing success is not found by following someone else's path. It's only when you chart your own way forward that you can really begin to accelerate your wealth. Invest Your Way: How to Grow Your Wealth on...

As a longtime financial writer and nationally acclaimed investment advisor, Alexander Green understands the importance of money. But in this insightful and inspiring new audiobook, he looks beyond traditional measures of wealth to explore how a rich life is one of significance, not just financial success. As Green observes, money creates wealth, but so do character, conscience, attitude, and wisdom.

What comes after success? For high-net-worth business owners, transitioning from the day-to-day grind to long-term wealth optimization is a whole new challenge—and one you don’t have to face alone. In Navigating the Wealth Transition Maze, advisors Paul McCormack and John Bartels guide you through the critical decisions that will define your next chapter. This isn’t about theories—it’s about actionable strategies for protecting, growing, and enjoying the wealth you’ve worked so hard to build.

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.

What if the biggest threat to your retirement isn't the stock market? What if it is the plan, you haven't made yet?" Solving for X: The Retirement Equation Nobody Taught You" is the book for anyone who knows they should be planning but keeps putting it off, anyone who's afraid the number isn't going to be enough, and anyone who's spent years listening to financial advisors who made them feel judged, confused, or simply ignored. Bruce M. Weinstein has spent more than forty years sitting across from people at every financial starting point imaginable.

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...

Master your investment mindset with the behavioural finance rules that separate successful investors from the rest. From Dr. Daniel Crosby, psychologist, behavioural finance expert and New York Times bestselling author of The Soul of Wealth. With a foreword by Morgan Housel, bestselling author...

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.

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.

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.

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.

Secure your financial independence and build tax-free wealth with this stress-free retirement planning guide. Perfect for your daily commute, this empowering roadmap transforms money anxiety into calm, practical confidence. Whether you are in your twenties or starting late in your forties, you...

Escape the exhausting rat race and build lasting financial freedom with a proven, step-by-step personal finance system. Perfect for your morning commute, this empowering audio journey speaks directly to hardworking professionals tired of endlessly trading time for a paycheck. Transition from...

Conquer financial anxiety and build lasting wealth with a shame-free personal finance strategy. Whether you are navigating a major career transition or simply trying to organize daily cash flow, this encouraging guide replaces money stress with grounded confidence. Stop second-guessing your...

Turn your daily income into a lasting family legacy with proven personal finance strategies and asset protection. Whether you are a working professional commuting to the office or a late-starting entrepreneur, you can break the cycle of financial anxiety. Secure a prosperous future by mastering...

Stop Managing Wealth. Start Designing It. You spent decades building it. So why does it still feel like something is missing? Most successful families don't have an investment problem. They have a structure problem, and no one ever told them the difference. Right now, a silent partner is taking...

Transform your financial legacy and build generational wealth that protects your children from economic uncertainty. Whether you are a parent seeking financial stability or a grandparent wanting to leave a lasting impact, this empowering guide provides the roadmap to enduring prosperity. Take...

Break the paycheck-to-paycheck cycle and achieve financial freedom with a calm, proven roadmap to smart investing. Whether you are listening on your morning commute or unwinding after a long shift, this empowering audio experience turns financial anxiety into quiet confidence. Stop working...

Winner of the Axiom Business Book Awards 2025 Discover why true wealth extends far beyond your bank balance – and how to achieve it. We find ourselves at a crossroads. We all know that true wealth is about far more than money. Wealth is friends, family, health, a vocation, command of your time...

Passive Income Strategies to Build Your Wealth will offer you all of the insight you could want on this lucrative subject, shining a light on the different strategies you have available to make more money than you may have not even realize existed! Setting up passive income streams is one of the least talked ahbout phenomena of our modern society, and yet, it is one of the best ways to increase your income every month while putting in minimal effort.