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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.
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.
€12.99
Table of Content
Preface.Acknowledgments.
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 & Discipline.
Chapter Eight: The Plan.
Chapter Nine: A Financial Planning Model.
Epilogue.
About the Author.
About the Company.
About the author
Barry Bridger is a nationally recognized motivational speaker, Vietnam veteran, and former prisoner of war. Bridger now serves as First Command Financial Planning’s ‘Ambassador at Large, ‘ making presentations to many groups around the country.
Language English ● Format EPUB ● Pages 176 ● ISBN 9780470494936 ● File size 1.0 MB ● Publisher John Wiley & Sons ● Published 2009 ● Edition 1 ● Downloadable 24 months ● Currency EUR ● ID 2318498 ● Copy protection Adobe DRM
Requires a DRM capable ebook reader
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