The Ultimate Financial Plan

  • by Jim Stovall, Tim Maurer
  • Narrated by Basil Sands
  • 10 hrs and 33 mins
  • Unabridged Audiobook

Publisher's Summary

How to build a financial plan that really blends into your life.
The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals.

An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all
A critical examination of the role of various financial sales people, advisors, planners, and consultants
A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make
The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.


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Customer Reviews

Most Helpful

Life changing

This may not be the best review about the content itself, but I listened to this over a year ago establishing a financial plan, and this book gave me some of the best most applicable advice I've ever received.

Make decisions according to what you value,

it's that simple. Write down what you actually value before you do anything financially. It sounds profoundly simple, but that day I wrote down the top 10 things I valued, and I sort of realized who I really was as a person. Now, whenever I make a decision, I ask myself. Which decision aligns most with my values? Then I act, and I have to say I am now living my destiny, and this book was part of that.

Thanks for the wisdom book, when before I thought I was a hungry entrepreneur... When I really sat down... And really really gave it deep thought, I value Tranquility and Security! (Top2) I actually learned that day that I didn't value a risky life path, so from that point on life got that much easier, knowing who I am, and what I value.
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- Jeremy Hollner

Book Details

  • Release Date: 02-11-2014
  • Publisher: Audible Studios