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Wealth and Happiness [Kindle Edition]

David Geller , Elizabeth Dworschak , Jeffrey Fong
4.5 out of 5 stars  See all reviews (10 customer reviews)

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Book Description

It’s a classic tale with a modern, monetary twist: Guy loses the love of his life, half his fortune and almost everything he thought mattered, only to find happiness in the depth of despair when he realizes money can’t buy happiness—but it can help create it.

In his new book Wealth & Happiness: Using Your Wealth to Create a Better Life, David Geller puts his 25 years in wealth management—and lessons from his own life and loss story—to work for those struggling with stressful jobs, life-altering events and the burden of managing their financial futures. Through his fable, turned self-help storytelling, Geller delves deeply into the confounding relationship between wealth and happiness. He confirms and advances the renowned philosopher Aristotle’s theory that “Happiness is the meaning and purpose of life, the whole aim of human existence.”

Editorial Reviews

About the Author

David Geller is CEO and co-founder of Atlanta-based GV Financial Advisors, Inc., and co-creator of Guided Wealth Transformation®, a proprietary program which represents a paradigm shift in how each of us can think about and better use all aspects of our wealth, not just our money. Guided Wealth Transformation® is the culmination of David’s 25 years of experience serving as one of the most trusted advisor to many of Atlanta’s successful families. It was developed to help successful families better use their wealth to create the life they desire, enhance the lives of the people they care about, and establish a living legacy that represents their passions and values. David will share a short sample of this life-changing, non-technical wealth transformation philosophy, giving you an opportunity to think about your money in a completely different way. David is an inspiring and lively speaker who loves sharing his infectious passion with others. David Geller, CFP®, is a Phi Beta Kappa graduate of Emory University, where he earned both his B.A. and his M.A. David earned his law degree from the University of Michigan Law School and worked as an associate attorney for the Atlanta law firm of Powell, Goldstein, Frazer & Murphy, LLP, before entering the financial planning field in 1986 and starting his own successful and highly regarded financial planning firm in 1991. Over the years, David and GV Financial Advisors have received numerous awards and accolades. David received the prestigious 2009 Turknett Leadership Character Award and has been named one of Barron’s top financial advisors for the past three years. The Atlanta Business Chronicle named GV Financial Advisors one of Atlanta’s top wealth managers for 2011. With over $800 million in assets under management, GV Financial Advisors is one of the leading wealth management firms in Atlanta helping successful families and small business owners who seek to experience their wealth in a completely different way.

Product Details

  • File Size: 537 KB
  • Print Length: 226 pages
  • Simultaneous Device Usage: Unlimited
  • Publisher: GV Atlanta; 1 edition (January 29, 2012)
  • Sold by: Amazon Digital Services, Inc.
  • Language: English
  • ASIN: B0073I4IOG
  • Text-to-Speech: Enabled
  • X-Ray:
  • Lending: Enabled
  • Amazon Best Sellers Rank: #942,099 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
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Customer Reviews

4.5 out of 5 stars
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Most Helpful Customer Reviews
4 of 4 people found the following review helpful
4.0 out of 5 stars The intersection of wealth and happiness March 13, 2012
By emilyh
Format:Kindle Edition|Verified Purchase
I really enjoyed reading this book, and I learned much from it, as well. The author, rather than teaching principles in a direct non-fiction format, employs the use of storytelling; he tells a fictional yet highly relatable story of a man (whose marriage is failing and who is under extreme pressure to produce more at work) who learns a series of life lessons from regular meetings with his financial advisor. Through reading the discussions between the two characters, I learned important principles, as well: that as we become anxious about various aspects our lives, we physiologically become less capable of making good decisions; that wealth consists of much more than money (in fact, that there are SIX components of wealth, and money is only one of them); that money is both the most and the least powerful of those six components; that the goal of human life is to achieve happiness, and that there are three elements to lasting happiness; that there are straightforward exercises each of us can do to move towards achieving real happiness in our lives; and that as our happiness increases, our wealth increases (and vice versa).

This book is not about investment strategies, saving for retirement, or other such wealth-management topics, and it is not a literary masterpiece. But this book is MEATY, with great advice for those of us who have financial security, and yet who are still searching for happiness. I continue to find more and more to highlight and to think about, long after I've put it away for the night. Great, great read.
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4 of 4 people found the following review helpful
5.0 out of 5 stars They say, "You can't take it with you!" Read this book. February 20, 2012
Format:Kindle Edition
Keeping up with the Joneses may start in middle school, but it clearly does not stop with adulthood.
In our country, people with money feel that they SHOULD be HAPPIER/EST, but that's not the case.
David Geller's book, Wealth & Happiness weaves a tale many of us can relate to AND offers real exercises we can do to better understand our true wealth.
They say, "You can't take it with you." This book will help you understand what to do with money to enrich your life. Hint: it's doesn't involve shopping!
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6 of 7 people found the following review helpful
5.0 out of 5 stars Pause and Perspective June 6, 2012
Format:Kindle Edition
I don't know about you but my life seems to be an endless streak on an out of control treadmill. The ups and downs fly at me while most of the time I'm simply trying to zigzag the pace. But every once and a while "the universe" drops a crucial "pause" button in your lap and at least for a few moments I can stop to catch my breath. That's what David did for me with this book.

It screams - wait - stop - hold on for a second - rest - think - pause.

This book is brilliantly structured. Flip to the end and you get David's Model. Punchy jabs of solid logic that made me flip back to the start and lead me into the story. That's the true magic of this read. His characterizations are spot on and relatable. He obviously knows the types of issues, feelings, and problems I'm trying to solve every day and like a fable I read to my children the smart help is wrapped up like the tasty cheese you hide your dogs medication in. Finally flip again to the back and there are practical, real world exercises that you can use to impact your life right away. Bottom line - this book is valuable time investment. OK - back to the treadmill.
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3 of 3 people found the following review helpful
5.0 out of 5 stars A marvelous read April 15, 2012
By M Sachs
Format:Kindle Edition|Verified Purchase
David Geller has written a must read book for everyone who seeks financial happiness. Every financial advisor should embrace David's vision, for if they were to do so, we could surely change the world.
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2 of 2 people found the following review helpful
5.0 out of 5 stars Great lessons in life March 12, 2012
Format:Kindle Edition|Verified Purchase
The book is a great reminder that we all have priorities and most of us are not focusing on the important ones in our life. Wealth and Happiness could be read in one or two sessions but, in my opinion, is best served in a more contemplated manner. Geller's book is an interesting read with a great message.
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