Money Mindset: Formulating a Wealth Strategy in the 21st Century - Hardcover

Gold, Jacob

Hardcover

ISBN 10: 1119136059 ISBN 13: 9781119136057

Publisher: Wiley, 2015

Synopsis

Harness the power of your money with a 21^st century mindset

The speed at which the world is evolving is compounding exponentially each day, leaving individual investors wondering how to appropriately plan for their financial future. The financial norms that helped prior generations retire with grace are quickly evaporating or have already been replaced with new difficult realities.

Money Mindset is an expert-led guide to growing your wealth, protecting your wealth, and transferring your wealth to future generations. Written by a third generation financial planner who is also an adjunct finance professor at the W.P. Carey School of Business at Arizona State University, Money Mindset helps readers understand important financial concepts and theories of the 21^st century.

• The science and psychology of money
• The 'WHY' of personal financial management
• The rule of 72, asset allocation, dollar cost averaging, and the erosive effects of inflation
• How to manage a diverse investment portfolio to minimize macroeconomic vulnerability
• How to create a legacy through proper estate planning

Money Mindset explores the idea that money can be looked at as an energy source. In order to truly harness its powers, one must acquire and maintain a certain money mindset.

Everyone wants financial independence―having enough money to consistently fuel their everyday life. Money Mindset clears a path through the increasingly convoluted and ever-changing world to show how to finally become financially secure.

About this title

About the Author

JACOB GOLD is the President of Jacob Gold & Associates, Inc., a private wealth management firm located in Scottsdale, Arizona. He and his team provide personalized, comprehensive financial guidance in the areas of retirement planning and wealth preservation.

As a third-generation wealth manager, CERTIFIED FINANCIAL PLANNER™ practitioner, and adjunct professor of finance at Arizona State University, his understanding of financial planning and investing seems to be embedded in his DNA. He was mentored by his father and grandfather at a young age and learned the fundamentals of the flow of money, the management of money, and the psychology of money that have helped him throughout his life and career.

Gold is also a trusted source for market-related commentary and shares his knowledge with some of the largest names in the media world. In addition to his regular personal finance articles for U.S. News & World Report and the Huffington Post, he regularly shares his financial philosophies with a number of media outlets, including the Wall Street Journal, USA Today, the New York Times, Newsweek,and CNBC.

From the Back Cover

Gen Xers and Millennials have come of age in time to see the dot-com boom and bust, the real estate bubble leading to the Great Recession, and a host of geopolitical upheavals that have marked the beginning of the 21st century as a time of economic volatility and unpredictability. It’s no wonder so many are on the sidelines of investing. Money Mindset is here to make sense of today’s financial landscape and give you a reliable plan for achieving financial independence and security for you and your family.

There are no slick investment strategies inside―just straightforward, trustworthy guidance for creating a plan to grow, protect, and transfer your wealth to future generations. Once you dive into Jacob’s conversational writing style, supported with easy-to-understand charts, tables, and examples, you will quickly begin to feel confident that you have the necessary tools to work towards becoming financially independent.

Money Mindset will make complex topics part of your financial knowledge base, including:

• The science and psychology of money
• Designing a personal financial management plan based on your unique situation
• Understanding the compounding rule of 72, asset allocation, dollar cost averaging, and the erosive effects of inflation
• Managing a diverse investment portfolio to minimize macroeconomic vulnerability
• Creating a legacy through proper estate planning

From the Inside Flap

Gen Xers and Millennials have come of age in time to see the dot-com boom and bust, the real estate bubble leading to the Great Recession, and a host of geopolitical upheavals that have marked the beginning of the 21st century as a time of economic volatility and unpredictability. It's no wonder so many are on the sidelines of investing. Money Mindset is here to make sense of today's financial landscape and give you a reliable plan for achieving financial independence and security for you and your family.

There are no slick investment strategies inside just straightforward, trustworthy guidance for creating a plan to grow, protect, and transfer your wealth to future generations. Once you dive into Jacob's conversational writing style, supported with easy-to-understand charts, tables, and examples, you will quickly begin to feel confident that you have the necessary tools to work towards becoming financially independent.

Money Mindset will make complex topics part of your financial knowledge base, including:

• The science and psychology of money
• Designing a personal financial management plan based on your unique situation
• Understanding the compounding rule of 72, asset allocation, dollar cost averaging, and the erosive effects of inflation
• Managing a diverse investment portfolio to minimize macroeconomic vulnerability
• Creating a legacy through proper estate planning

Edition details

• Publisher: Wiley
• Publication date: 2015
• Language: English
• ISBN 10: 1119136059
• ISBN 13: 9781119136057
• Binding: Hardcover
• Edition number: 1
• Number of pages: 176