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Residents of Oklahoma plan for tornadoes. Just living there carries a risk of their home being swept away by a violent cyclone, so they prepare for the worst. As a business owner or soon-to-be retiree, you also must plan for the worst. Markets will fluctuate and investments will falter, but with a plan, you can endure the trying times.
David Stone has been helping individuals and business owners plan their financial matters since 1992, and in The Power of a Plan, he shares strategies you can use to improve your financial situation now and plan for the future.
Inside, you’ll learn how to:
Manage and understand your cash flow
Handle your insurance needs
Manage the risk of your investments
Oversee real estate investments
Prepare for retirement
Implement tax-planning strategies
Leave an inheritance to future generations
Identify business succession opportunities
You may not be in danger of tornadoes, but everyone is susceptible to financial ruin. With a plan, you can be more prepared to beat the odds.
PLEASE NOTE: When you purchase this title, the accompanying reference material will be available in your My Library section along with the audio.
Customer ReviewsMost Helpful
By Tweed on 01-20-18
Not a personal finance book, It's a sales book.
What could have made this a 4 or 5-star listening experience for you?
Contents that was meaningful and helpful
What do you think your next listen will be?
Something in the personal finance and investment area.
Who would you have cast as narrator instead of David E. Stone?
What reaction did this book spark in you? Anger, sadness, disappointment?
I was disappointed. I continued to listen to this book hoping to glean helpful/purposeful information about financial planning. What this book is about is very basic information and the author pitching an idea that you should have a personal CFO layered on top of your attorney, financial planner and accountant. Some may find this interesting but I really wasn't looking for a sales pitch on a personal CFO, I was looking for planning/financial information.