Wealth Planning

Today's workers have more opportunities and mobility than any generation before. They also face unprecedented challenges, including inflation, labor and housing shortages, and climate volatility. Even the notion of retirement is undergoing a profound rethink, as our life spans extend and our relationship with work evolves. In this environment, the tried-and-true financial advice our parents followed no longer applies. It's time for a new playbook. In The Algebra of Wealth, Galloway lays bare the rules of financial success in today's economy.

This book grew out of a series of letters to my daughter concerning various things - mostly about money and investing - she was not yet quite ready to hear. Since money is the single most powerful tool we have for navigating this complex world we've created, understanding it is critical.

Regardless of your stage of life and your current financial picture, the quest for financial freedom can indeed be conquered. The journey will demand the right tools and strategies along with the mindset of money mastery. With decades of collective wisdom and hands-on experience, your guides for this expedition are Peter Mallouk, the only man in history to be ranked the number one financial advisor in the US for three consecutive years by Barron's (2013, 2014, 2015), and Tony Robbins, the world-renowned life and business strategist.

This book explains how to implement The Infinite Banking Concept® as described by the late R. Nelson Nash, who pioneered the concept. No matter how successful you are, your family’s wealth will always be limited if you rely on mass-market retail banking to finance your future. Instead, take control over the banking function as it relates to your personal economy. Finally, a simple way that you can be in the driver's seat of your money for generations.

The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime is written for every investor with taxable wealth and every advisor who serves them. The Taxable Investor's Manifesto guides listeners through a series of related topics, bringing clarity to complexity with an economy of words, while providing valuable and actionable advice at every turn.

Most people know Dave Ramsey as the guy who did stupid with a lot of zeros on the end. He made his first million in his twenties—the wrong way—and then went bankrupt. That’s when he set out to learn what God had to say about managing money and building wealth. As a result, Dave developed the Ramsey Baby Steps and became a millionaire again—this time the right way. After three decades of guiding millions of others through the plan, the evidence is undeniable: the Baby Steps not only work for everyone, but they’re proven to work fast.

America's elite have been using cash value life insurance to stockpile wealth for centuries. Used correctly, it is better described as a personal bank on steroids, and a financial bunker for tough times. To be clear, this audiobook is not about the typical garbage peddled by most insurance agents. Rather, an alternative to the risky investment strategies taught by Wall Street. It details a highly efficient form of cash value life insurance designed to supercharge your savings and stockpile wealth.

While most business thinkers focus on the endgame, Snider demonstrates that your successful exit is based on what you do now to unlock the value trapped in your business. His value acceleration methodology will give you the steps to accomplish the exit planning necessary to make you five to ten times wealthier.

In The Rule, legendary trader and hedge fund pioneer Larry Hite recounts his working-class upbringing in Brooklyn as a dyslexic, partially blind kid who was anything but a model student - and how he went on to found and run Mint Investment Management Company, one of the most profitable and largest quantitative hedge funds in the world.

Are you tired of spinning your wheels following financial advice that leaves you feeling broker than before? Are you pulling your hair out trying to follow the complicated instructions offered by the gurus? In The Black Girl's Guide to Financial Freedom, Paris Woods takes the guesswork out of wealth-building and presents a plan that anyone can follow. This audiobook is perfect for Black women of any age, including young professionals just starting to set financial goals and mid-career women who are tired of following the same old rules.

Plant Your Money Tree offers listeners a strategic and actionable way to look at their financial life with a completely new attitude of confidence, empowering them to make smart decisions regarding: what to do with their money; how to grow their money; when to make smart personal choices such as changing careers, guiding their kid's education, expanding their business, buying a house, putting money in a savings account, capitalizing on social trends, and investing in the future; and how to manage their existing portfolios and 401Ks.

Sam Dogen, creator of the Financial Samurai blog, knows that you need to spend money to make money. He’s taught over 90 million followers how to invest wisely in all facets of life, from education to parenting to relationships to side hustles, even choosing where to work and play.

Brian Preston, host of The Money Guy Show podcast and co-founder of Abound Wealth Management, lays out a nine-step system for building wealth with the money you already have. Millionaire Mission helps you account for your financial blind spots, overcome the fear of making wrong decisions, and take the guesswork out of what to do with your next dollar.

Learn what end of life can teach us about the secret to financial independence and making every moment count with this life-altering collection of tips from Dr. Jordan Grumet, host of the award-winning Earn & Invest podcast, featuring a foreword written by Vicki Robin, coauthor of Your Money or Your Life. 

The New York Times best-selling author of It's Called Work for a Reason! and star of the A&E's reality show Big Spender cleans up America's personal-finance crisis with a butt-kicking, straight-talking, proven approach to prosperity.

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.

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.

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.

This book contains strategies to save money, invest, and reduce taxes. Such strategies include opening a SEP IRA, contributing to your 401K, maximizing life insurance, and many more. It is intended to help all incomes levels, but in particular, people of high net-worth such as business owners, doctors, and lawyers, etc. The book contains strategies that could help your overall financial plan after consulting with a fiduciary professional.

Have you ever asked yourself “What if I’m a tightwad and my significant other is a spendthrift?” or vice versa? Scott Rick, a behavioral scientist at the University of Michigan’s Ross School of Business, knows that many people do. He also knows that the financial aspects of an intimate relationship can become a money minefield if couples try to navigate it without first discussing all of the financial issues between them, especially if those two people have different approaches to spending.