Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever - Hardcover

Lazaroff, Peter

Hardcover

ISBN 10: 1119537878 ISBN 13: 9781119537878

Publisher: Wiley, 2019

Synopsis

Simplify your financial life and ensure financial success into the future

Feeling paralyzed by the overwhelming number of complex decisions you need to make with your money?

You don’t need to be an expert to achieve financial freedom. You just need a framework that makes the right choices simple and easy to make. Making Money Simple provides that much-needed process so you can get on the right track to long-term financial security.

This valuable resource provides a solid foundation for all the nuanced personal finance decisions you need to make as you go through your career, hit major life milestones, and look to grow wealth. It’s a blueprint for financial achievement―even through tough-to-navigate situations where there are no clear-cut rules.

After you read Making Money Simple, you’ll be able to create your personal plan for success using proven wealth management methods and real-world financial strategies. From basic financial principles to advanced investing techniques, you’ll get comprehensive coverage of fundamental financial topics with easy-to-follow advice from author Peter Lazaroff, who draws from his expertise as the Chief Investment Officer of a multi-billion-dollar wealth management firm to give you the tools you need to simplify your financial situation and make the right moves at every opportunity.

Getting your finances in order doesn’t have to be hard. It doesn’t require fancy, convoluted investment strategies. Nor does it require keeping track of detailed spreadsheets. You just need this step-by-step process to get your financial house in order and keep it that way forever.

It doesn’t matter what your specific situation is. We all need to understand our money―and what to do with it. Making Money Simple shows you how to:

• Develop clear financial goals and plan for your future
• Understand the three crucial elements of building a strong financial house
• Implement effective investment strategies to grow your wealth and avoid costly mistakes
• Learn ten smart questions to ask when hiring financial professionals

For those seeking to secure a solid financial future, Making Money Simple: A Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever is the roadmap to get you there. 

About this title

About the Author

PETER LAZAROFF, CFA, CFP, is the Chief Investment Officer at Plancorp, a multi-billion-dollar wealth management firm serving clients across the country. He also serves as the Chief Investment Officer for BrightPlan, a digital advisor that builds customized financial plans and goals-based investment portfolios. Peter is a nationally recognized speaker and a regular contributor to The Wall Street Journal and Forbes. Visit peterlazaroff.com to learn more and take a free Financial Wellness Assessment.

From the Back Cover

Praise for making MONEY simple

"Making Money Simple gives you everything you need to turn career success into financial success. Peter's ability to distill complex ideas into easily digestible lessons makes this book an invaluable read particularly for those asking, 'What should I do with my money?'"
SAM ALTMAN, President, Y-Combinator; Chairman, OpenAI

"One of the major challenges for investors today is understanding how to meet their current financial goals while also planning for their financial future. In Making Money Simple, Peter Lazaroff provides an easy-to-understand framework to help investors meet their short-term and long-term goals."
DAVID BOOTH, Founder and Executive Chairman, Dimensional Fund Advisors

"The key to financial success is building an efficient savings and investment program that lets the magic of compounding work for you. Peter provides all the details in his wonderful book and puts you on the road to automating your financial well-being so you can enjoy the fruits of your labor today and forevermore."
RICK FERRI, Author of All About Asset Allocation and The ETF Book: All You Need to Know About Exchange-Traded Funds

"If you're poring over the jumble of 401(k) choices you've just been handed, or simply figuring how to climb out from under your credit card and student debt, look no further: Making Money Simple will supply you with just the road map to point the way out for you. Read, enjoy, learn, and prosper."
WILLIAM BERNSTEIN, Author of The Four Pillars of Investing and The Investor's Manifesto: Preparing for Prosperity, Armageddon, and Everything in Between

"Making Money Simple is like getting financial advice from a money-savvy friend who just wants to see you succeed. It doesn't try to impress you with investment jargon or try to show off with complicated concepts that you'll probably never need. Instead, it tells you what you need to know to reach your financial goals so that you can enjoy the rest of your life."
CHRISTINE BENZ, Director of Personal Finance, Morningstar

From the Inside Flap

"What should I do with my money?" As the Chief Investment Officer of a multi- billion-dollar wealth management firm, Peter Lazaroff is no stranger to this question. The answer is surprisingly simple: create a plan and stick to it.

You don't have to be an expert to achieve financial freedom. You just need a framework for making good money decisions with minimal ongoing effort. Making Money Simple outlines that process in jargon-free terms, so you can get on the right track to long-term financial security. You'll learn how to:

• Develop clear financial goals and a plan for your future
• Understand the three crucial techniques for building a strong financial house
• Implement effective investment strategies to grow your wealth and avoid costly mistakes
• Learn ten smart questions to ask when hiring financial professionals

This book is designed to make holistic financial advice available to everyone, regardless of net worth. No matter your financial situation, Making Money Simple will give you the tools and knowledge you need to write your own financial success story.

Edition details

• Publisher: Wiley
• Publication date: 2019
• Language: English
• ISBN 10: 1119537878
• ISBN 13: 9781119537878
• Binding: Hardcover
• Edition number: 1
• Number of pages: 176