The Wealth Code 2.0
John Wiley & Sons Inc (Verlag)
9781118483367 (ISBN)
- Titel ist leider vergriffen;
keine Neuauflage - Artikel merken
A thoroughly revised and expanded update to the book that critics are calling the first true investing book for the "new normal" You entrusted your financial security to the "experts," and now you're wondering what it'll take to recover from the economic crisis and get back on your feet. In this updated and expanded edition of his critically-acclaimed guide to staying rich in good times and bad, financial planner and investment strategist Jason Vanclef delivers more straight answers and solid solutions--and he takes a well-earned poke or two at Wall Street in the process. According to Vanclef, True Asset Class Diversification is the best way to build the solid financial foundation you need for a secure future. And he puts his money where his mouth is with a comprehensive, easy-to-understand and use plan for maximizing your investments--not just cutting your losses.
Learn the unvarnished truth about "tried and true" Wall Street practices and why stocks and bonds are not the answer--and which investment vehicles are Find out how to diversify into oil/gas, equipment, ,notes, real estate, bullion and rare coins the way the super-rich do--information that Wall Street doesn't want you to have Get priceless advice on whether or not to pay off your home or pay cash for a car and how to build your wealth more efficiently Discover the pitfalls of insurance and Variable/Fixed/Index Fixed annuities that agents will never tell you about Get the lowdown on advanced income tax reduction strategies, discounted Roth IRA conversions, and asset protection techniques that will help protect your hard earned wealth.
Jason Vanclef is a financial planner and strategist and the mastermind behind the unique Wealth Code Asset Class Diversification model used by his firm to help their clients better defend against the economic storm of 2007--2008 and potentially provide more "peace of mind" for future tough economic conditions that consistently ravage retirement goals. As a national mentor and speaker to successful financial advisors around the country, Vanclef trains finance professionals in his strategies for building worst-case-scenario portfolio's for their clients and in taking a more commonsense approach to the economy and what lies ahead. Education is the core of his diversification model and he spends the majority of his time teaching current clients about the various investment ideas and how they relate to each other. The Wealth Code 2.0: How the Rich Stay Rich in Good Times and Bad is the culmination of his years spent teaching his clients through stories to simplify very complex investment strategies and concepts that have allowed the informed rich to stay rich in these tumultuous times.
Preface xi Acknowledgments xiii Introduction xvii Chapter 1 Freeing Your Estate from Conventional Thinking 1 An Unconventional Approach 2 In Summary 3 Chapter 2 The Best Portfolios Are Mixtures of Many Different Asset Classes 5 The Real Meaning of Portfolio Diversifi cation 6 In Summary 9 Chapter 3 The Key to Protecting and Building Wealth in Good Times and Bad 11 General Practitioner versus Specialist 11 In Summary 15 Chapter 4 The Process of Wealth 17 Wealth Bucket 101 19 Buy Assets to Pay For Liabilities! 21 Fortune 400 Secret 23 Brokerisms 25 In Summary 27 Chapter 5 Leaks in the Bucket 29 Not Following Common Sense 30 Limited Investment Diversifi cation 31 Infl ation 35 Investment Fees 42 Income, Income, Income 49 Taxes 51 Poor Estate Planning 55 Poor Asset Protection 57 Liquidity 59 Summary: Leaks in the Bucket 61 Chapter 6 True Asset Class Diversification 63 The General Asset Classes 63 20,000 Foot Viewpoint on Money 72 Liquidity Leak Reexamined 87 Chapter 7 Foundations for Your Financial Table 91 Matching Beliefs to Your Asset Choices 91 Time and Real Assets 93 Direct Participation Programs 94 Accreditation of Investors 96 Commissions and Fees 99 Prioritization and Placement of Portfolio Investments 101 In Summary 103 Chapter 8 Building a Strong Financial Table 105 Step One: Know Yourself 106 Step Two: Liquidity Time Lines 108 Step Three: Income Needs 113 Step Four: Growth Needs 120 Step Five: Benefi ciary Needs 125 Putting Together a Financial Plan 127 In Summary 142 Chapter 9 Life Insurance, Annuities, and How They Relate to Your Wealth Code 143 General Need for Life Insurance--Family Liabilities 144 Federal Estate Taxes 146 Annuities 149 Index Universal Life and Index Fixed Annuities 150 MVA versus Non-MVA Annuities and Why You Need to Know This 152 In Summary 153 Conclusion: Time to Take Action! 155 Appendix A: Case Studies 159 Appendix B: Different Investment Asset Classes 185 Appendix C: Discounted Roth Conversions 243 Appendix D: 1031 Real Estate Exchanges 265 About the Author 275 Index 277
| Zusatzinfo | Illustrations |
|---|---|
| Verlagsort | New York |
| Sprache | englisch |
| Maße | 150 x 250 mm |
| Gewicht | 1780 g |
| Einbandart | gebunden |
| Themenwelt | Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse |
| Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung | |
| ISBN-13 | 9781118483367 / 9781118483367 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
| Haben Sie eine Frage zum Produkt? |
aus dem Bereich
