Does money make you uneasy?
Does the fear of losing money keep you awake?
Would you like to be smarter about your money?
Money questions plague all of us at one time or another and penetrate every aspect of our lives. It doesn't matter how old you are or how much money you have.
Money questions like: Do I have enough? Will I have enough? What is enough?
Kim Curtis' Money Secrets: Keys to Smart Investing has the answers you are looking for. You will get solid, realistic, and action-oriented guidance from one of the top wealth management advisors in the country. It is a common-sense approach to planning and investing wisely.
Think of Money Secrets as your protective armor, delivering critical questions to ask any prospective advisor, questions few think to ask.
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Roadmap to fitness for your retirement plan
The author does a terrific job narrating, and it is great to hear it in her own "voice". As I am blind, I am forced to listen to books. I believe that having the book in hand would be easier as the author has "assignments" at the end of each chapter, and it makes it easier to refer back to specific questions to ask, and things to do. If nothing else, listen to it in your car, and then get the print copy too! This book would be a great gift for your family.
Her casual, non threatening delivery makes the complex issue of deciding on an advisor a simple checklist to follow.
Find a FIDUCIARY that is fee based, that has only YOUR interest at heart, and not commissions, kickbacks and salary from their employer and companies they represent. Prepare a COMPREHENSIVE vision of your plan, not just an investment strategy.
The author does a TERRIFIC job of giving us a straightforward process for selecting an advisor (and evaluating our current one), She also helps us see the importance of having the right relationship with our advisor, and makes a simple but clear case of how to "fire" your current advisor if she/he is not meeting your new point of view.
Read this twice, sleep on it, give it to your significant other, have them do the same, and sit down to have a frank talk about goals, vision and begin the process of evaluating whether you are currently comfortable with your plan.
As I outlined in the title above, this is a roadmap to making your plan fit your needs. It will require hard work, soul searching and determination on your part to implement it. But the author has given you an indispensable tool to work from. So...
are you going to read the book and follow through like a fitness new year's resolution, or are you going to follow through with her carefully laid out plan and work at it every day? The answer is only in you, Ms Curtis laid the roadmap, now you need to follow it through!
- Andrevan Hall
Empowering and Easy to Understand Financial Advice
Yes! Money Secrets is easy to follow and explains the financial industry with actionable advice and engaging narratives. In under three hours, I walked away with a wealth of knowledge (no pun intended!) about finance that I didn't know before.
Learning the differences between 'so-called' financial advisors in Chapter 3 was eye-opening! I now understand the differences between compensation types and feel well-armed to move forward more educated and empowered.
It's easy to feel overwhelmed about money-- when, where, how, what, ah! Kim Curtis is able to break down who to trust, how to invest, and what you need to do for a financial plan in a straightforward and understandable way.