Your Wealth System Matters: Make Better Financial Decisions with the ABC Wealth System (THE ABC WEALTH SYSTEM SERIES) - Softcover

Book 1 of 2: THE ABC WEALTH SYSTEM SERIES

CHEN, DENNIS A

9798997865207: Your Wealth System Matters: Make Better Financial Decisions with the ABC Wealth System (THE ABC WEALTH SYSTEM SERIES)

Softcover

ISBN 13: 9798997865207

Publisher: Goldman & Blair, LLC, 2026

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Building wealth is only half the challenge. The other half is knowing how to make that wealth work for your life.

A portfolio tells you what you own. A wealth system tells you how your money is supposed to work.

Most financial advice focuses on what to buy, when to invest, or how much to save. Far less attention is given to how cash reserves, investments, retirement income, spending needs, and life goals should work together.

Your Wealth System Matters introduces the ABC Wealth System—a practical framework for organizing your finances and making clearer decisions through changing markets and every stage of life.

At its center are two portfolios with different jobs:

• The Reserve Portfolio provides liquidity and stability, helping protect your long-term investments when markets decline or unexpected expenses arise.
• The Compounding Portfolio gives productive assets the time they need to create long-term wealth.

You will also learn how to use:

• The Withdrawal Gap to connect your portfolio with future spending needs
• The ABC Wealth Dashboard to see whether the major parts of your financial life are working together
• The ABC Annual Reset to review your system and make deliberate adjustments as circumstances change

Together, these tools can help you separate short-term security from long-term investing, respond more thoughtfully to volatile markets, and coordinate your investments, liquidity, spending, and goals.

Dennis A. Chen, CFA, draws on his experience as an investor, financial educator, former hedge fund manager, former Bain & Company consultant, and Wharton MBA to make sophisticated financial concepts practical and understandable.

This is not a book about predicting the market, chasing the next winner, or finding a shortcut to wealth. It is about answering the questions most of us face:

How much cash is enough?
Am I taking the right amount of risk?
Can I afford to retire?
Should I spend more, save more, or leave things alone?
What should I do when markets fall?
How should my wealth work for the life I want?

And beneath all of them is the most important question:

“Am I making the right decision with my money?”

The ABC Wealth System gives you a practical framework for answering that question deliberately, consistently, and with greater confidence.

Because the goal is not simply to accumulate more. It is to make what you have work together—so you can protect your future, support what matters to you, and use your wealth to live the life you want.

Your portfolio matters.

Your Wealth System Matters.

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