The Elephant in the Room E-Book

Barry Bridger

• Herausgeber: John Wiley & Sons
• Kategorie: Fachliteratur
• Sprache: Englisch

Seitenzahl: 97

Veröffentlichungsjahr: 2009

Beschreibung

The Elephant In The Room A financial fable filled with lessons for building long-term wealth "What most people don't understand, and what usually turns out to be the elephant in the room, is their behavior. It affects everything in your life, including the way you earn, spend, and save." --Aunt Katherine Michael Davidson and his wife, Jennifer, knew what they wanted from life and had some pretty good financial habits, but they were far from prepared for the future. Despite a healthy income and successful career, Michael--who's facing down thirty, with a wife who also works, and two kids--can't seem to accumulate any savings, and the family continues to live from paycheck to paycheck. Frustrated by his situation, Michael seeks the advice of a person who, in his eyes, has found a way to overcome this challenge--his now comfortably retired Aunt Katherine. What follows is a series of conversations in which Michael discovers that some fundamental concepts, all under his control, can put his family in a better financial position. Engaging and informative, The Elephant in the Room follows the fictional weekly meetings--based on the real-world experiences of financial advisors and employees from First Command Financial Planning--between Michael and Aunt Katherine as they discuss the elements that guide their financial behavior and prepare a plan to achieve his family's financial objectives. A refreshing look at what it really takes to secure your financial future, The Elephant in the Room contains insights and advice that will put you on the path to prosperity.

Leseprobe

Table of Contents

Title Page

Copyright Page

Praise

PREFACE

Acknowledgements

Introduction

Chapter One - The First Meeting

Chapter Two - Attitude

Chapter Three - Knowledge

Chapter Four - Financial Beliefs

Chapter Five - Values

Chapter Six - Goals

Chapter Seven - Patience and Discipline

Chapter Eight - The Plan

Chapter Nine - A Financial Planning Model

EPILOGUE

ABOUT THE AUTHOR

ABOUT THE COMPANY

Copyright © 2009 by First Command. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

Photo credits: PhotoDisc/Getty Images.

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This novel is a work of fiction. Any references to real people, events, establishments, organizations, or locales are intended only to give the fiction a sense of reality and authenticity. Other names, characters, places, and incidents portrayed herein are either the product of the author’s imagination or are used fictitiously.

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Library of Congress Cataloging-in-Publication Data:

Bridger, Barry.

The elephant in the room : sharing the secrets for pursuing real financial success / Barry Bridger.

p. cm.

Includes index.

eISBN : 978-0-470-49493-6

1. Success in business. 2. Success—Psychological aspects. 3. Finance. I. Title. HF5386.B834 2009

650.1’2—dc22

2009001911

It was six men of Indostan,To learning much inclined,Who went to see the Elephant(Though all of them were blind),That each by observationMight satisfy his mind.

—John Godfrey Saxe

PREFACE

If you’ve ever heard me speak, you know that I’m a pretty regular guy. I don’t use fancy words or tell people how to keep up with the Joneses. But I do believe that most people can achieve more than they think they can. Whether you want to improve yourself financially or get an education well beyond that of your parents or start a business or rise up the corporate ladder, anything is possible—provided you set goals for yourself and continue to work toward those objectives.