Smart Money Strategy
Autor Luke Smithen Limba Engleză Paperback – 20 mar 2023
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Specificații
ISBN-13: 9781394176946
ISBN-10: 1394176945
Pagini: 400
Dimensiuni: 152 x 226 x 30 mm
Greutate: 0.36 kg
Editura: Wiley
Locul publicării:Melbourne, Australia
ISBN-10: 1394176945
Pagini: 400
Dimensiuni: 152 x 226 x 30 mm
Greutate: 0.36 kg
Editura: Wiley
Locul publicării:Melbourne, Australia
Notă biografică
LUKE SMITH is a licensed financial planner and the founder of an award-winning financial planning business based in Canberra. He hosts a weekly program on 2CC Talking Canberra and is host of The Strategy Stacker, a personal finance podcast.
Cuprins
Acknowledgements ix
About the Author xi
How to Use This Book xiii
Introduction ix
Part I: The Foundations 1
1 Five Truths about Money 3
2 Your Adult Financial Life Starts and Ends with 'Why?' 13
3 Setting Strong Foundations 19
Part II: Strategy Stacking 35
4 Understanding the Strategy Stacking Philosophy 37
5 Strategy Stacking around Significant Life Events 53
6 Getting Started: Assessing Your Starting Position 61
7 Making a Plan: The Strategy Stacking Calendar 81
8 Strategy Stacking Scenarios 85
Part III: The Strategies 119
9 The Framing Strategies 121
10 The Investment Strategies 143
11 The Superannuation Strategies 191
12 The Retirement Strategies 245
13 The Wealth Protection Strategies 291
14 The Estate Planning Strategies 321
Part IV: Putting Your Financial Plan into Action 339
15 Why Seek Personal Financial Advice? 341
16 What to Expect from the Financial Planning Process 349
Endings and New Beginnings 359
Index 363
About the Author xi
How to Use This Book xiii
Introduction ix
Part I: The Foundations 1
1 Five Truths about Money 3
2 Your Adult Financial Life Starts and Ends with 'Why?' 13
3 Setting Strong Foundations 19
Part II: Strategy Stacking 35
4 Understanding the Strategy Stacking Philosophy 37
5 Strategy Stacking around Significant Life Events 53
6 Getting Started: Assessing Your Starting Position 61
7 Making a Plan: The Strategy Stacking Calendar 81
8 Strategy Stacking Scenarios 85
Part III: The Strategies 119
9 The Framing Strategies 121
10 The Investment Strategies 143
11 The Superannuation Strategies 191
12 The Retirement Strategies 245
13 The Wealth Protection Strategies 291
14 The Estate Planning Strategies 321
Part IV: Putting Your Financial Plan into Action 339
15 Why Seek Personal Financial Advice? 341
16 What to Expect from the Financial Planning Process 349
Endings and New Beginnings 359
Index 363