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Author: Krista McBeath
Publisher: McBeath Financial Group
ISBN: 0578256894
Category : Business & Economics
Languages : en
Pages : 199
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Book Description
2022 New Release in Wealth Management, Retirement Planning, Estates & Trusts, Personal Taxation, Money Management CREATE A MEANINGFUL LEGACY WITHOUT SACRIFICING YOUR LIFESTYLE IN RETIREMENT! Shouldn’t we expect more from our life’s work and savings than just a secure retirement? Is traditional retirement planning failing families with short-sighted financial advice? Is this tunnel vision actually leaving your retirement and your family at risk? Avoid the retirement planning trap with this estate & financial planning strategy guide. The Retirement Planning Trap: A retirement plan should consist of a mix of investments or financial products selected to merely not outlive your money.(FALSE!) The Financial Planning Escape: A holistic approach to wealth management is a path towards protection from taxes, long-term healthcare costs, inflation, market fluctuations, and probate. Beyond income distribution, a holistic plan should provide for a surviving spouse, include wealth transfer strategies, and much more.(YES!) Highly acclaimed Financial Planner Krista McBeath has developed a clear and systematic approach towards generational wealth. Based upon a nautical ship’s wheel, The Generational Wealth Wheel illustrates the steps towards accumulating, protecting, and transferring wealth. Together with the central hub, each of the six spokes of the captain’s wheel represents critical steps for financial stability leading to generational wealth. Wealth Anchors: These basic financial principles are the foundation for creating and preserving wealth from generation to generation. Income Streams: A sustainable cash flow plan is essential towards maintaining a lifestyle and providing for family. Safety Nets: Protect your retirement and legacy by learning how to identify and neutralize lurking threats to assets. Bold Growth: Learn the keys successful investors use to invest for growth without fear. Celebrate Abundance: How to enjoy the life you deserve while benefiting from ‘Giving while Living.’ Charted Legacy: Award-winning estate planning attorney shares the basics for sealing wishes and legally transferring assets. Tax Strategy: A tax strategy incorporating the three major tax stages is the ‘hub’ for a systematic wealth management plan. Krista McBeath developed this simple, systematic approach to financial stewardship out of love for her own family. With a passion for helping others, she shares the keys for living a life of abundance while protecting what’s most important to us. “As I reflect on the journey to bringing this book public, I hope people see the passion behind it, especially with my personal stories. I know most wouldn’t read a book on money, but you’ll quickly find, at the heart of this book is love for family.” The Generational Wealth System is not just about the size of the bank account and what to do with it. At the core, it’s for those concerned about the well-being of their spouse, children, and future generations. It’s for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically. This book is for the legacy makers. It is for those who have family or causes dear to their heart and wish to make a difference. Don’t place your estate in jeopardy by waiting. It’s time to start planning—after all, 2020 and 2021 have taught us that anything can happen. For the sake of what’s most precious to you, stabilize your retirement while securing your legacy. Get this book for your family, today!
Author: Krista McBeath
Publisher: McBeath Financial Group
ISBN: 0578256894
Category : Business & Economics
Languages : en
Pages : 199
Get Book Here
Book Description
2022 New Release in Wealth Management, Retirement Planning, Estates & Trusts, Personal Taxation, Money Management CREATE A MEANINGFUL LEGACY WITHOUT SACRIFICING YOUR LIFESTYLE IN RETIREMENT! Shouldn’t we expect more from our life’s work and savings than just a secure retirement? Is traditional retirement planning failing families with short-sighted financial advice? Is this tunnel vision actually leaving your retirement and your family at risk? Avoid the retirement planning trap with this estate & financial planning strategy guide. The Retirement Planning Trap: A retirement plan should consist of a mix of investments or financial products selected to merely not outlive your money.(FALSE!) The Financial Planning Escape: A holistic approach to wealth management is a path towards protection from taxes, long-term healthcare costs, inflation, market fluctuations, and probate. Beyond income distribution, a holistic plan should provide for a surviving spouse, include wealth transfer strategies, and much more.(YES!) Highly acclaimed Financial Planner Krista McBeath has developed a clear and systematic approach towards generational wealth. Based upon a nautical ship’s wheel, The Generational Wealth Wheel illustrates the steps towards accumulating, protecting, and transferring wealth. Together with the central hub, each of the six spokes of the captain’s wheel represents critical steps for financial stability leading to generational wealth. Wealth Anchors: These basic financial principles are the foundation for creating and preserving wealth from generation to generation. Income Streams: A sustainable cash flow plan is essential towards maintaining a lifestyle and providing for family. Safety Nets: Protect your retirement and legacy by learning how to identify and neutralize lurking threats to assets. Bold Growth: Learn the keys successful investors use to invest for growth without fear. Celebrate Abundance: How to enjoy the life you deserve while benefiting from ‘Giving while Living.’ Charted Legacy: Award-winning estate planning attorney shares the basics for sealing wishes and legally transferring assets. Tax Strategy: A tax strategy incorporating the three major tax stages is the ‘hub’ for a systematic wealth management plan. Krista McBeath developed this simple, systematic approach to financial stewardship out of love for her own family. With a passion for helping others, she shares the keys for living a life of abundance while protecting what’s most important to us. “As I reflect on the journey to bringing this book public, I hope people see the passion behind it, especially with my personal stories. I know most wouldn’t read a book on money, but you’ll quickly find, at the heart of this book is love for family.” The Generational Wealth System is not just about the size of the bank account and what to do with it. At the core, it’s for those concerned about the well-being of their spouse, children, and future generations. It’s for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically. This book is for the legacy makers. It is for those who have family or causes dear to their heart and wish to make a difference. Don’t place your estate in jeopardy by waiting. It’s time to start planning—after all, 2020 and 2021 have taught us that anything can happen. For the sake of what’s most precious to you, stabilize your retirement while securing your legacy. Get this book for your family, today!
Author: Krista McBeath
Publisher: McBeath Financial Group
ISBN: 9780578256566
Category : Business & Economics
Languages : en
Pages : 258
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Book Description
A wealth management strategy book for those wishing to break free of the pitfalls and shortcomings of the retirement planning trap. This systematic approach to wealth transfer covers a holistic overview for accumulating, protecting and transferring wealth to the next generations. It's for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically. It's also for those who have causes dear to their heart and wish to make a difference. This book is for those legacy makers that are looking beyond retirement. The answers to questions regarding protection from taxes, long-term healthcare costs, inflation, market fluctuations, probate, security of a surviving spouse, wealth transfer strategies, and more become clearer when you effectively plan for a legacy. The Generational Wealth System described in this book is the systematic approach to preserving your wealth, lifestyle, and legacy.
Author: Lisa Gray
Publisher: Euromoney Institutional Investor Plc
ISBN: 9781843742807
Category : Conflict of generations
Languages : en
Pages : 342
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Book Description
It is a guidebook for families and advisors alike, healing broken family relationships around the wealth and illuminating gaps in the family client-advisory relationship which threaten the achievement of family wealth management goals.
Author: Garrett Gunderson
Publisher: Createspace Independent Publishing Platform
ISBN: 9781717167163
Category :
Languages : en
Pages : 184
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Book Description
Would you rather earn interest than pay it, and eliminate the necessity of paying fees to banks and jumping through hoops to get loans? Are you frustrated with being over-taxed and/or being dependent on a volatile stock market? Do you suspect that the ultra-wealthy play by a different set of rules than you do, and that their secrets have been kept just out of your reach? What would it mean to you and your family if you knew these rules to play by them too?
Author: John Jamieson
Publisher: Morgan James Publishing
ISBN: 1614485054
Category : Business & Economics
Languages : en
Pages : 143
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Book Description
Are You Sick and Tired of Losing Money Every Time the Stock Market Drops? The personal finance model we all have been taught of putting money into 401k plans and borrowing from banks is officially broke. Today 95 percent of Americans die without any real wealth because along the way banks, Wall Street, Uncle Sam, and asset depreciation take almost all of our money. The Perpetual Wealth System will show you how to reverse all of those and create guaranteed, systematic, tax-free, and generational wealth. Discover how to never lose a dime of your money in the stock market again, stop turning your money over to Uncle Sam’s control with your 401k and other qualified plans, make sure your money grows every year guaranteed, use “reverse money flow” to retire years earlier with a pile of tax-free cash, create a passive cash flow machine by leveraging the current real estate downturn, start your own family and small business financing company and never need a bank again, and recapture lost depreciation on cars, boats, motorcycles, and other items to create wealth. It’s time for you to take control of your own money and learn the long-hidden secrets of banks, major corporations, and wealthy family dynasties. Find out how to make long-term wealth your future reality!
Author: La'Foy Orlando Thomas
Publisher: Createspace Independent Publishing Platform
ISBN: 9781494981716
Category : Accounting
Languages : en
Pages : 0
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Book Description
Updated with additional chapters, the third edition of Generational Wealth: Beginner's Business & Investing Guide is one of the most exciting and comprehensive business and investing guides ever published. Full of practical examples for gaining wealth, it is definitely a required reading for all aspiring investors and entrepreneurs. In an easy-to-read format, the book successfully covers economics, real estate investing, stock market investing, bonds, entrepreneurship, mergers & acquisitions, contracts, and more. True to its title, Generational Wealth is a business and investing guide for beginners and also includes a plethora of content for the professional investor and business executive. The third edition is a definite upgrade to the already-fantastic second edition, which was titled Generational Wealth: Business & Investing Guide to Building an Empire. Read the only book that is comparable to getting an MBA from Harvard and Wharton business schools. "This is a great investor guide by LaFoy Orlando Thomas III, Esq. The book goes over LaFoy's investment philosophy, which is very similar to my own, and I think it was a great read." - Retireby40.org "Whether you are an aspiring investor, executive, or entrepreneur you will find the information essential to success. Using this book as a guide, even a novice should be successful at business or investing. So much additional useful information is included in the pages that readers will have plenty of guidance in all areas related to investing and establishing and running a business." - AccumulatingMoney.com
Author: Adrian Adrian Cronje, PhD
Publisher: LINX Corporation
ISBN: 9781936961139
Category :
Languages : en
Pages : 192
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Book Description
Three Principles for Long-Lasting Wealth and Enduring Family Legacy First-generation wealth creators have a priceless opportunity to lay the groundwork for lasting family wealth and avoiding what is known in the field as the Shirtsleeves to Shirtsleeves phenomenon. In this book, preeminent wealth management experts and seasoned entrepreneurs Robert Balentine and Adrian Cronje of the storied wealth management firm Balentine LLC help readers think through in a very personal way what it takes to build a meaningful legacy and best support future generations. They offer their first-hand perspective on not only the financial, but also the emotional and psychological challenges that entrepreneurs commonly face and share their Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy: - Don't Mistake Wealth For Legacy - Distinguish between Your Business and The Business of Your Family - See The World Through The Next Generation's Eyes First-Generation Wealth shares stories that illuminate these guiding principles and also provide tactical steps entrepreneurs at any stage of their wealth and life journey can take to incorporate them into their long-term strategies.
Author: Lauren Greenfield
Publisher: Phaidon Press
ISBN: 9780714872124
Category : Photography
Languages : en
Pages : 504
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Book Description
A highly anticipated monograph from the internationally acclaimed documentary photographer and filmmaker Lauren Greenfield: Generation Wealth is both a retrospective and an investigation into the subject of wealth over the last twenty-five years. Greenfield has traveled the world - from Los Angeles to Moscow, Dubai to China - bearing witness to the global boom-and-bust economy and documenting its complicated consequences. Provoking serious reflection, this book is not about the rich, but about the desire to be wealthy, at any cost.
Author: Garrett B. Gunderson
Publisher: Greenleaf Book Group
ISBN: 1929774516
Category : Business & Economics
Languages : en
Pages : 250
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Book Description
Our culture is riddled with destructive myths about money and prosperity that are severely limiting our power, creativity, and financial potential. In "Killing Sacred Cows", Garrett B Gunderson boldly exposes ingrained fallacies and misguided traditions in the world of per-sonal finance. He presents a revolutionary perspective that can create unprecedented opportu-nity and wealth for individuals. Our financial lives are intimately connected to our societal contributions, and we must be financially free in order to achieve our fullest potential. Yet most people are held captive in their financial lives by misinformation, propaganda, and lack of knowledge. Through well-reasoned arguments and pitiless logic, Gunderson attacks these sacred cows with revelatory insights, such as: High returns without high risk; "Security" without a corporate job; Debt that increases your financial productivity; Enjoying your money instead of waiting for retirement. "Killing Sacred Cows" is a must-read for brave individuals willing to question common assumptions and teachings, overcome the herd mentality, break through financial myths, and live a purpose-ful, passionate, and prosperous life. Investors seeking financial advice in The Little Book That Makes You Rich will find this to be a must-read for anyone who wants to achieve their financial potential today.
Author: Dr. Jean Lee
Publisher: World Scientific
ISBN: 9812797513
Category : Business & Economics
Languages : en
Pages : 385
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Book Description
With 175 family businesses on the Fortune 500 list, from DuPont and Motorola to IBM, there is no doubt that family-run enterprises play an important role in global economic development. Their role is no less significant in China where, in keeping with the country's rapid economic growth, family businesses are emerging in increasing numbers.Unique characteristics, such as succession, management, staffing, family affairs, strategy planning and governance structure, set family businesses apart from other business types. As a result, they face particular challenges in survival and sustainability.In this book, three modern Chinese family businesses, including food and beverage company Yeo Hiap Seng, are studied to analyze the problems that family enterprises face. Other case studies include long-standing family businesses in Europe, America and Asia, such as Ford, Kikkoman and Samsung. This book also discusses the changing characteristics of Chinese family businesses, the pitfalls that such enterprises are likely to face, and how they can overcome these pitfalls and achieve sustainable development.
