Investments Don't Hug


Book Description

This IS NOT a boring discussion of life insurance written for actuaries, accountants and attorneys. Instead, it's a collection of love stories told through the words of husbands and wives, moms, dads, and their families of how each was forever impacted by an act of love demonstrated through the simple purchase of a life insurance policy. Important lessons are woven through these real stories, instead of imaginary accounts where everything goes right and there's always a happy ending. Sometimes life is difficult, but a disciplined thoughtful approach may prepare your family to preserve their respect and dignity even during the most challenging circumstances. These stories share the pain, anxiety and joy experienced by loved ones while illuminating the tools that you can use to take charge of your own financial life for the certainty and security for those you love. As you read "Investments Don't Hug," have a highlighter nearby to mark important passages, and a pen at hand to make notes within the margins of its pages. It's also wise to have a box of tissues close by, as you pause to take in the emotional significance of its message through the tears shed by the narrators and the author. An important virtue will come through loud and clear; expressing love for your spouse and love for your children by taking the important steps to insure that your love will continue on, by protecting and sheltering the lives of those you love from the financial losses that often occur by your own death. This journey takes you through the lives of couples and their families while providing gentle lessons on how life insurance actually works, how much you may want to own and what type you may wish to purchase. Mark Bertrang, CLU(R), ChFC(R) is the creator of the Financialoscopy(R). As a professional communicator, broadcasting was his first career, but for more than a generation Mark has communicated the message of financial security. Engaging audiences at financial conferences and industry meetings throughout the country provides an outlet to share his passionate message. His desire is for all advisors to serve their clients with the same passion, gentleness and care. Bertrang's practice centers on listening-believing that to truly understand a client takes more than a spreadsheet of numbers. Engaging a person's values, passions, and fears is often the most important part of achieving measurable success for families. It is Bertrang's belief that the life insurance contract is a 'love covenant' put into a written document that allows your love to act as the foundation to continue beyond death.




Invest Like You Give a Damn


Book Description

It's time to make money and give a damn You give a damn, right? You want your money to do good, but your pension is riddled with oil and defense companies. Besides, investing is a pain in the ass. It's tedious, and most sustainable and responsible investing books are as much fun as a root canal. You're fighting the urge to bury your head in the sand. What to do? There is a better way. Invest Like You Give a Damn is a different kind of investment book. It tells real life stories of people just like you. People who give a damn but who have stomped the devil of inertia and chosen to align their money with their values. Coverage includes: Why you need to give a damn about your investments Engaging investor stories to guide financial planning and investment decisions A ground-breaking financial and socially responsible investing asset allocation tool for profit and sustainability impact maximization Money makeover profiles How-to investing from one-click to deep-dive portfolio building Authored by a leading socially responsible investing expert and replete with humor and irreverence, Invest Like You Give a Damn is for everyone from college graduates waiting tables, to mid-life generation Xers, to baby boomers who want to live their ideals. Get it, read it, give a damn! Marc de Sousa-Shields is co-founder of the Social Investment Organization (SIO), a UN and World Bank advisor, and contributor to online corporate sustainability magazines including Triple Pundit and Sustainable Brands . He's worked in eighty countries, blogs at The Sustainable Century, and when not on the road, he lives in Mexico.




Ki$$


Book Description

THEY SAY THAT LOVE IS MORE IMPORTANT THAN MONEY, BUT HAVE YOU EVER TRIED TO PAY YOUR RENT WITH A HUG? In today's changing environment, it is critical to build a second source of income. This if you work in the gig economy or even in a traditional corporate job. There are, of course, plenty of books, tutorials, calculators, and tools on personal financial planning. This may equally be a problem. The key investment concepts are very simple, but get lost in a world of twenty-four hour global financial news coverage. This book embodies independence, thrift, and self-reliance. My emphasis is on providing an understanding of foundational investment concepts necessary to help you plan, save and invest to reach your financial goals. The emphasis is not on math and formulas but basic concepts. Under thirties, start early to allow full advantage of time and compound interest.




Trading Beyond the Matrix


Book Description

How to transform your trading results by transforming yourself In the unique arena of professional trading coaches and consultants, Van K. Tharp is an internationally recognized expert at helping others become the best traders they can be. In Trading Beyond the Matrix: The Red Pill for Traders and Investors, Tharp leads readers to dramatically improve their trading results and financial life by looking within. He takes the reader by the hand through the steps of self-transformation, from incorporating "Tharp Think"—ideas drawn from his modeling work with great traders—making changes in yourself so that you can adopt the beliefs and attitudes necessary to win when you stop making mistakes and avoid methods that don't work. You'll change your level of consciousness so that you can avoiding trading out of fear and greed and move toward higher levels such as acceptance or joy. A leading trader offers unique learning strategies for turning yourself into a great trader Goes beyond trading systems to help readers develop more effective trading psychology Trains the reader to overcome self-sabotage that obstructs trading success Presented through real transformations made by other traders Advocating an unconventional approach to evaluating trading systems and beliefs, trading expert Van K. Tharp has produced a powerful manual every trader can use to make the best trades and optimize their success.




Combat Finance


Book Description

In this book, Kurt Neddenriep, a Senior Vice President at a major investment firm who also served a tour in Afghanistan, develops a set of leadership and service values to help individuals and families to consistently achieve financial success. A comprehensive guide to personal finance, this book is informed by the author’s expertise in the financial industry and framed within the lessons, clear thinking and organization he learned over the course of a parallel 23-year career in the Army National Guard of Nevada. The book will tell the stories of those who serve our country and how their values, discipline, and morals can teach us financial lessons in our personal lives, taking military principles and tactics and using them to explain finances for the mainstream American. The book covers: Mortgages Savings Insurance Portfolio diversity




Coached to Lead


Book Description

Coached to Lead is the first consumer’s guide to executive coaching. Drawing on her twenty years of experience and direct research with an elite international clientele, renowned CEO coach Susan Battley offers step-by-step advice for achieving the same extraordinary results that top leaders get from executive coaching. Filled with insider tips, engaging real-life cases, and handy checklists and sample documents, Coached to Lead will help anyone who considers working with a professional coach to make smart decisions that maximize valuable resources. Battley reveals all the insider secrets about coaching—how to determine your coaching readiness, how to choose the right coach, and how to use a winning five-step coaching model. She covers all the issues commonly raised as well as not-so-obvious situations and troubleshooting.




Lessons from Private Equity Any Company Can Use


Book Description

Private equity firms are snapping up brand-name companies and assembling portfolios that make them immense global conglomerates. They're often able to maximize investor value far more successfully than traditional public companies. How do PE firms become such powerhouses? Learn how, in Lessons from Private Equity Any Company Can Use. Bain chairman Orit Gadiesh and partner Hugh MacArthur use the concise, actionable format of a memo to lay out the five disciplines that PE firms use to attain their edge: · Invest with a thesis using a specific, appropriate 3-5-year goal · Create a blueprint for change--a road map for initiatives that will generate the most value for your company within that time frame · Measure only what matters--such as cash, key market intelligence, and critical operating data · Hire, motivate, and retain hungry managers--people who think like owners · Make equity sweat--by making cash scarce, and forcing managers to redeploy underperforming capital in productive directions This is the PE formulate for unleashing a company's true potential.




Women, Take Charge of Your Money


Book Description

Create, Consider, Invest It’s a financial wake-up call. God is the One calling you—and He’s calling collect. The good thing is, He provides the ideal model for you to follow on your way to reaping monetary rewards and gaining even more of your greatest asset on this earth: time. Carolyn Castleberry leads women through the process of creating, considering, and investing. Creating involves planning for your new life—you’ll learn to take responsibility and identify a mission statement. Considering means you’ll evaluate your investment options and trust the Holy Spirit. By the time you’re ready to invest, you’ll create a realistic budget, understand the credit game, and create an action plan for conquering debt. This book is your ticket to a new life grounded in financial freedom! A Proven Plan for Financial Success Meet your problem: • Today’s volatile job market is about to take you hostage (or already has). • You suddenly have huge financial responsibilities you never had before. • Retirement looms, begging you for a plan. • Thinking about, dealing with, or strategizing anything “money” bores you, freaks you out, or makes you feel stupid. “My own financial journey began the day I realized that I didn’t know anything about money. Never mind that I had a business degree and hosted a national radio show for women. ” —Carolyn Castleberry “A must-read for anyone who desires to find significance in life.” -Kelly Wright, National network correspondent “God has always had His love and favor on women, and when we understand our role from God’s perspective, we become liberated to fulfill our purpose.” -Anne Beiler, Founder of Auntie Anne’s, Inc. “God never said for you to be either passive or in the dark about money. Read this and get busy. You will be glad you did.” -Dr. Henry Cloud, Bestselling author of the Gold Medallion Award-winning Boundaries Story Behind the Book “The day I realized I didn’t know anything about money—even though I have a business degree and experience hosting a national business radio show for women—was the day I held my baby girl in my arms for the first time. I did not have a choice about whether to work or stay at home; we simply didn’t have enough money. After applying this financial model, I was able to walk away from a job in television news that I had held for fourteen years. God means it when He offers us abundant life, here and eternally. This book reveals a realistic example for today’s women who long to be free and have meaningful, prosperous lives.” —Carolyn Castleberry




Live It Up! But Don't Outlive Your Income


Book Description

Are you worried about saving for retirement? Do believe your savings won't allow you to scale back from the 9 to 5 and focus on fulfilling your dreams? Whether you're just beginning to chart your career or you're a baby boomer making plans to retire, a fulfilled and fun retirement is within reach if you use author Scott Harstad's three-legged stool approach. The key is to do your homework and make informed decisions. Harstad, a certified retirement planning consultant, uses more than 25 years experience in banking, insurance and real estate to show how anyone---especially baby boomers---can boost retirement income and savings. With careful planning and a diversified portfolio, you can enjoy your retirement without worrying how to fund it.




Raising Financially Fit Kids, Revised


Book Description

This combination parenting and personal finance book helps parents teach their children key money skills--such as saving, spending, budgeting, investing, building credit, and donating--that they'll need to become financially secure adults. In this updated edition of Raising Financially Fit Kids, Joline Godfrey shares knowledge gleaned from two decades of preparing children and families for financial independence and stewardship, philanthropic effectiveness, and meaningful economic lives. At the heart of the book are three big ideas: • Financial education is not just about the money; it’s about building great families and raising self-confident kids who have the tools to realize their dreams. • Financial sustainability means living within one’s means and acquiring skills to create and manage human and financial capital. • Giving wisely is a global citizen’s responsibility. Designed for parents, grandparents, mentors, advisors, and educators, Raising Financially Fit Kids uses ten core money skills applied across five developmental life stages: children, tweens, middle schoolers, high schoolers, and twenty-somethings. Each stage includes age-appropriate activities that make financial fitness fun, from mall scavenger hunts to financial film festivals. In this global economic landscape, we all need financial fluency. Whether your child is five, fifteen, or twenty-five years old, it’s never too late to teach financial literacy. Raising Financially Fit Kids prepares your children for the complexities of living in a global economy and helps your family up your game from good to great.