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The One-Page Financial Plan: A Simple Way to Be Smart About Your Money Hardcover – March 31, 2015
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“In a world where financial advice is (often purposely) complicated and filled with jargon, Carl distills what matters most into something that is easy and fun to read. The true measure of a brilliant book is whether the material is as relevant to an industry expert as it is to a layperson. The One-Page Financial Plan unquestionably is. Buy two copies—one for yourself and one to hand to the nearest pundit.”
—Morgan Housel, columnist, The Wall Street Journal
“There are very few financial writers who have been more influential for me than Carl Richards. Carl has done more to simplify the investing process than anyone else in America. His trademark combination of wit and illumination make The One-Page Financial Plan an instant classic in the genre. Don't invest another cent before you've digested this highly readable lesson.”
—Joshua M. Brown, CEO of Ritholtz Wealth Management and author of Backstage Wall Street
“No one in the financial industry communicates like Carl Richards. And this is a skill especially evident in The One-Page Financial Plan. If you’re skeptical that an effective plan for your life and your money can be limited to a single page, I encourage you to put Carl’s process to the test. I’m confident that, like mine, your time and effort will be well rewarded.”
—Tim Maurer, wealth advisor for Buckingham Asset Management and Forbes contributor
“Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two.”
—Manisha Thakor, Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE
About the Author
CARL RICHARDS is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the Director of Investor Education for the BAM ALLIANCE. You can find his work and sign up for his newsletter at behaviorgap.com. Richards lives with his family in Park City, Utah.
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1. Defining WHY money is important to you is the single biggest factor in a financial plan.
2. Having a written plan, even if it's on a napkin, makes a huge difference in achieving success. If not written down, you'll forget the plan and prevent people from asking you meaningful questions about the plan.
3. The silver lining to our financial mistakes ... which we ALL make ... is to leave a trail. A written timeline of what we did right and what we did wrong.
If you had told me I would benefit from a financial planning book written by a man who went bankrupt, I would have laughed in your face. But I did, and I'm grinning with enjoyment, not laughing at him.
Your financial health is not determined by buying the cheapest index fund (although it might help)! It is determined by avoiding bad investment behaviour that leads the average global investor to under-perform the historical return we read about in the papers by 1.5% a year. A One-Page Financial Plan is the solution to avoid this underperformance.
Read this book, make your One-Page Financial Plan and behave for a long time to achieve financial peace of mind and a hopefully a worry free (ok, worry little) retirement.
You will do well to follow the principles in this book.
I really like the simplicity of the authors approach to the whole picture of financial planning. Define clearly what is important to you and those you love. Write it down. Adjust your investments to match those values/goals. Get help with doing it. For the majority of us, myself included, we need help making the decision on how best to diversify and help with sticking to the plan when the going gets tough. Some will disagree with this and say to "just do it yourself".
Overall, this is a quick read, with sound financial advice that will help build the basic framework for the new investor.