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The Finance Doctor's Tips & Tricks: What You Don't Know Can Hurt You Kindle Edition
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Jhayne S. Santucci JD CPA CGMA
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LanguageEnglish
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Publication dateOctober 13, 2020
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File size8304 KB
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Editorial Reviews
Review
~ 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 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
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Best Sellers Rank:
#1,388,263 in Kindle Store (See Top 100 in Kindle Store)
- #146 in Teacher & Student Mentoring (Kindle Store)
- #157 in Child Discipline
- #179 in Financial Engineering (Kindle Store)
- Customer Reviews:
About the author

"If you fail to plan, you are planning to fail" - Benjamin Franklin. Jhayne Santucci educates her clients about Tax, Finance, and Investment strategies so they can make wise decisions and accomplish their life goals. She is a matchmaker for Buyers and Sellers of businesses with revenues of up to $10M. She takes a holistic approach when assisting clients because when you work with her, you're not only getting a 20+yr CPA/JD but you’re also getting someone who has licenses in Securities, Real Estate, and Health/Life Insurance. Every opportunity Jhayne gets, she shares with others the Vipassana meditation technique she diligently practices which helps her stay focus and maintain an equanimous mind. Jhayne is the author of "The Finance Doctor's Tips and Tricks. What You Don't Know Can Hurt You." She is also the Founder of Excelsure Consulting LLC which strategically targets small business owners since they are the ones who need help the most because 7 out 10 will not make it to their 10th year. When not working, you will find Jhayne volunteering at various nonprofit organizations or visiting luxury resorts around the world.
Customer reviews
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The first two chapters first demystifies and clarifies your own personal beliefs about finances and teaches you the importance of writing down your financial goals through the four stages of life. Chapter 3 dives into what I wished I had known- basic budgeting, debt management, and compounding interest before I had kids! Of course, this chapter also talks about the inevitable, TAXES, lots of different types of taxes! Very important to know so that you won’t get caught unaware.
In chapter 4 and 5, she talks about the various financial strategies to help you plan for you and your family’s future and sample goals and actions to take. I love that she delved into the power of the mind and self-empowerment to assist you in putting your plan into action in chapters 6 and 7. Invaluable, easy to understand information on insurance, annuities, general securities, are discussed in chapters 8 and 9. In case you may want to invest in real estate properties, chapter 10 is a must read to avoid potential headaches as a property owner and landlord.
My only recommendation would be for this to be available in an audiobook or in Audible so that I can listen to it or for those who are more audible learners than visual learners. Overall, this would make a great gift for fresh college graduates about to embark on their new careers, recent immigrants who want to learn the importance of the credit scoring system as a stepping stool in acquiring and investing in a property ie car, house, loans, etc., and as I mentioned just about anyone who wants the foundational road map to financial independence.
The book's beginning walks us through the writer's journey, how her interpretation of money and job kept her from finding her strength and building wealth. And how an intense dive into the spiritual world and meditation strength connects to your inner soul to discover 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 approach to educate the reader on the importance of financial education before introducing financial planning tools. This is a book that one can easily refer to for various financial decision-making scenarios. More can be expanded on each topic, but I felt the book's main goal was to open readers' eyes to the importance of personal finance education and introduces available tools. I can see the writer expanding more on each of the tools in further detail in an elaborated book. My foremost takeaways from this book.
• Think long term
• Live below your means
• Plan with a fully diversified portfolio
• Connect to your body and mind to find the true purpose of your life
• Turn your hobby and passion into money
This book will help you grow your wealth and uplift your spirit. Absolutely loved it.
The conversational tone is inviting. The Finance Doctor walks you through steps to gaining more insights about your mindset, your financial health, and the variety of ways towards wealth. There are even some sections of the book that you do not realize you are reading about technical terms. This would be a book I would share with loved ones to get started on creating a solid financial legacy for their families.
~ Riza YL, I/O Psychologist



