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The One-Page Financial Plan: A Simple Way to Be Smart About Your Money

Carl Richards




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 | #70841 in eBooks |  2015-03-31 |  2015-03-31 | File type: PDF

||6 of 6 people found the following review helpful.| Silver lining of making financial mistakes|By T. Pryor|I'll keep this book. I underlined a lot and made copious notes.

3-key takeaways:
1. Defining WHY money is important to you is the single biggest factor in a financial plan.
2. Having a written plan, even if it's on a napkin, makes a huge difference in achieving success. If not written down, you'll forge| |“In a world where financial advice is (often purposely) complicated and filled with jargon, Carl distills what matters most into something that is easy and fun to read. The true measure of a brilliant book is whether the material is as relevant to an ind

Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once, they’ve begged, “Just tell me what to do.”

It’s no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don’t have time to make sense of all the information available. They don&rsqu...

You can specify the type of files you want, for your device.The One-Page Financial Plan: A Simple Way to Be Smart About Your Money   |  Carl Richards.Not only was the story interesting, engaging and relatable, it also teaches lessons.

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