- 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: #935,071 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
|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.
Mark my words, Rita Cheng's book is the first out of 20+ books on the matter that truly gets it. It is a short, concise, and yet incredibly thoughtful set of tips and guidelines that not only cover tactical and strategic matters but also far deeper and more impactful mindset issues. You simply won't find many books out there that do that.
This is a book that, especially given it's clarity, I'll refer back to and to use as my guide as I wade through my own financial matters. It's that good.
Most recent customer reviews
This book shows these principals can and should be used by the masses.Read more