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The Finance Doctor's Tips & Tricks: What You Don't Know Can Hurt You by [Jhayne S.  Santucci JD CPA CGMA]

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The Finance Doctor's Tips & Tricks: What You Don't Know Can Hurt You Kindle Edition

4.5 out of 5 stars 21 ratings

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Editorial Reviews

Review

"The author, Jhayne Santucci does a great job in beingrelatable to the reader in all walks of life to help them understand and attainfinancial security. She humanizes the fact that even though we may have someups and downs in our finances we can set goals and strategize to accumulatewealth with a basic understanding from tips the author shares throughout the book.Knowledge is powerful and you will be rewarded with every nugget of informationthe author shares. Ms. Santucci has a vast knowledge of experience from herCPA, legal background, life and annuity insurance employment and businessconsulting that she does, to give the reader the total package to view from awide lens of seeing deeply the full potential of financial security."
~ Mia A. Thomas, CPA CGMA, Senior Director of Learning -Florida Institute of Certified Public Accountants


"If you want to learn how to control money instead of beingcontrolled by it, this book is for you! Jhayne shares key concepts andstrategies that not only address building wealth, but also help you enhanceyour knowledge and awareness of realizing your financial goals. Make sure tocheck out her sections on becoming the "Master of Your Life" and the "Visualizeand Feel". You may find yourself living a more abundant life!"
~ Deborah Adkins, MSA CPA CFF CGMA


"Hands down one of the best personal finance books I haveever read. If I could gift a copy to every school student, I would. To me thiswas not only a finance book but also a motivational book full of inspiration toachieve one's financial freedom by finding your true passion for making money.I like how the writer started with her own journey of finding the truth of herown passion and the meaning of being successful.  Many similar books explain what to do invarious financial decision scenarios but I've never read one wherethe writer speaks about their own journey that brought them to the pointin life where they are today.  It is abook anyone can relate to as we all have our own version of the story thatbrings us to the realization of how to make money and invest it to buildwealth.
The book's beginning walks us through the writer's journey,how her interpretation of money and job kept her from finding her strength andbuilding wealth.  And how an intense diveinto the spiritual world and meditation strength connects to your inner soul todiscover what is important in your life.
The second half of the book discusses financial strategies,and each one of those tools' pros and cons. The book has an excellent approachto educate the reader on the importance of financial education beforeintroducing financial planning tools. This is a book that one can easily referto for various financial decision-making scenarios. More can be expanded oneach topic, but I felt the book's main goal was to open readers' eyes to theimportance of personal finance education and introduces available tools. I cansee the writer expanding more on each of the tools in further detail in anelaborated book. My foremost take-aways from this book."
·       Think long term
·       Live below your means
·       Plan with a fullydiversified portfolio
·       Connect to your bodyand mind to find the true purpose of your life
·       Turn your hobby andpassion into money~ Raisul Howlader, CPA MBA Real Estate Investor  "The author was able to capture everything you wanted toknow about finance by making it simple to understand. The book has full ofinformation to guide on how to plan and execute smart decisions. It covers whatto do about your finances by adjusting to current situation and forecast. Thetips about investment and retirement will help any generation to make the rightchoice." ~ Bonita Balingit, New York State Tax Auditor,  CPA (Philippines)  "I personally think that the book is fantastic, a veryprecise way to resume the different aspects anybody must know or at least havein mind to embark  on their business journey. 
In this awesome book you can surf in almost all the"must know" topics to make your financial decisions, to grow smartlyeven in your personal and family finances. If you want a fast track where tostart, this book is interesting to begin with and to keep learning about thedifferent aspects to make smart decisions during every important level ofgrowth. Now, if you really have the energy to start a business or follow yourpersonal dreams, just reading "The Finance Doctor" will give you aclear view of which path you must follow, and primarily because the author is askilled professional that shares her valuable knowledge in every page."
~ Alberto Monroy, Business Development Director at Monradeza Capital Group

About the Author

Jhayne S. Santucci, is the Founder of Excelsure Consulting LLC whose mission is to provide expertise in business, tax, financial management, operational excellence, marketing, and technology. Excelsureprovides C-Suite expertise as a business traverses from one million to the twenty-million-dollar revenue threshold.
 
Jhayne received her Bachelor of Science in Accounting in 1992 and started her career in Tax with the Big 4 CPA firms,PricewaterhouseCoopers LLP and Arthur Andersen LLP in Chicago. In 2001, she joined a startup healthcare service company while managing her tax preparation business. In 2006, she relocated to Central Florida with her young son to join a regional accounting firm that specialized in International Tax. In 2008, she started law school part-time and received her Juris doctorate three years later. In 2009, she joined the largest reseller and distributor of plastic resin, where she held various roles in Tax, Corporate Accounting, Internal Audit, and Regulatory Compliance departments. Jhayne's passion for helping others led her to recognize the need to promote financial education so she directed her focus from Tax and Accounting to Finance. In 2018, she received her Life & Health Insurance license. In 2019, she received her Series 7 license to become FINRA Registered Representative. In early 2020, she received her Real Estate license to be a Business Intermediary and assists clients with the acquisition process.

Product details

  • ASIN ‏ : ‎ B08KYSJFLP
  • Publisher ‏ : ‎ Excelsure Consulting LLC (October 13, 2020)
  • Publication date ‏ : ‎ October 13, 2020
  • Language ‏ : ‎ English
  • File size ‏ : ‎ 8304 KB
  • Text-to-Speech ‏ : ‎ Enabled
  • Enhanced typesetting ‏ : ‎ Enabled
  • X-Ray ‏ : ‎ Not Enabled
  • Word Wise ‏ : ‎ Enabled
  • Print length ‏ : ‎ 231 pages
  • Lending ‏ : ‎ Enabled
  • Customer Reviews:
    4.5 out of 5 stars 21 ratings

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4.5 out of 5 stars
4.5 out of 5
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Reviewed in the United States on October 13, 2020
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Reviewed in the United States on October 13, 2020

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Marison Mendoza
5.0 out of 5 stars Le cose che non sappia che potevi a farmi male di non sapere
Reviewed in Italy on March 16, 2021
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