- File Size: 608 KB
- Print Length: 45 pages
- Publisher: Inkandescent Publishing, The Inkandescent Group LLC; 1 edition (February 28, 2014)
- Publication Date: February 28, 2014
- Sold by: Amazon Digital Services LLC
- Language: English
- ASIN: B00IQCBW6U
- Text-to-Speech: Enabled
- Word Wise: Enabled
- Lending: Enabled
- Amazon Best Sellers Rank: #1,396,817 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
Wealth Management Rules: 12 Tips to Help You Harness Your Financial Know-How (Inkandescent Rulebooks: Best Practices in Small Business) Kindle Edition
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|Length: 45 pages||Word Wise: Enabled||Enhanced Typesetting: Enabled|
|Page Flip: Enabled||
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Written in a very clear style, Wealth Management Rules provides a slew of examples and associations that anyone can relate to and fully appreciate. Moreover, this book is short & concise, and at the same time impressively comprehensive. Just as interesting is how Ms. Cheng integrated providing best practices to financial planners/advisors along with guidelines for clients. I must admit, I wondered, at first, if the two approaches (planner/advisor vs. client) should have been separate books, but it quickly became clear that it was a benefit for each party to learn more about and gain a better understanding of the other - it was actually quite brilliant.
Ms. Cheng offered plenty of great examples of the correct approach to working with clients, and even provided an enlightening story of how she turned the challenge of being a woman in a historically male-dominated industry into an opportunity. It’s pretty impressive, and when you get to this chapter you may think, at first, that she’s trying to market her own services, but you’ll quickly realize that she’s totally giving away her secret sauce to her success for everyone else to learn from and benefit, so I personally found it quite generous.
In addition, I loved the integration of psychology. I’ve read plenty of self-help books that broach the subject of how your parents and your childhood could affect your beliefs surrounding money, but this is the first time I found any of it integrated into a wealth management-related book. She also goes even further to include fantastic information for couples, making sure they understand each other’s philosophies, and includes helpful guidelines for various scenarios in order to make it work.
I absolutely loved this book. It was a joy to read, and full of significantly valuable information from start to finish.
The 12 “Tips” presented are worth knowing and understanding. The book brings together concepts, facts, and life long expertise and experiences into an easy to understand list of tips with explanation guidance. The book does go into some detailed discussion on financial planning concepts but states it in relatively easy to understand words for someone not in the financial business like myself. Some of the discussion points out times when it may be best to seek the assistance of a professional and explains what a Certified Financial Planner (CFP) can do to help you. The author also provides you advice on how a good financial planner should be working with you and how you should view it yourself to maximize your benefits from a well working relationship.
Some sections of the book does seem specifically geared for women and their particular needs in which it discusses both the negatives and positives that women may sometimes experience and how their financial needs and views may potentially be different than their spouses or men in general. So this book is definitely a must read for women. But also, the author does point out in the introduction that she is really targeting women, minorities, and immigrant families like herself.
I’m going to apply a lot of this advice to my family and to myself to help benefit and strengthen my family’s financial health. This is also a good advice book of “Tips” to help you teach your kids good financial practices and for me to prepare for my kid’s college years. The book provides advice on how to better achieve financial control and stability to help you enjoy life better and to be happier.
For those of you who might be intimidated by the complexity and vastness of the financial markets, this is a great book to increase your knowledge and gain comfort about the investment process. We all have financial goals, and Wealth Management Rules lays out a concise 12 step strategy to help you meet those goals. Each step in the strategy is demonstrated with examples and bullet points that make it easy to digest and understand.
The author touches on behavioral finance as well, a subject often neglected in textbooks. Only after identifying and understanding your biases can you find ways to mitigate the effects and reach your financial potential. I would highly recommend this book to anyone thinking about entering the market or saving for retirement.
More importantly, Rita truly relates to the struggles we all face. She truly cares about her clients, and her passion for helping others is evident in her book.
Whether you are nearing retirement, beginning your career, or about to start a family, this book is a must read!