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Who Can you Trust with Your Money? Paperback – February 18, 2010
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About the Author
Bonnie Kirchner, a CERTIFIED FINANCIAL PLANNER™ professional, holds a B.S. degree in Financial Counseling and Planning from Purdue University and a Master’s degree in Taxation from Bentley University. For several years, she was a fixture on the Boston radio and television scene, providing financial information to millions of people. She was also married to Brad Bleidt–a charming, clever financial advisor who ran one of the country’s largest Ponzi investment scams before Madoff–and gives her extraordinary personal insight into both scammers and their unwitting victims. For more information, go to $ea Change Financial Education, LLC at www.seachangefinancial.com.
Top Customer Reviews
Bonnie Kirchner tells us who when it regards our money in Who Can You Trust With Your Money?; an important, necessary, and timely book. Just as only Nixon could open relations with China, only Bonnie Kirchner could write this book. Kirchner is a Certified Financial Planner practitioner, was one of New England's leading TV personal finance reporters... and was a casualty of her ex-husband's (Brad Bleidt) notorious Ponzi scheme.
On November 10, 2004, I was on top of the world. My husband and I were commemorating a major milestone for the radio station we worked so hard to build. Finally we were taking programming twenty four hours, seven days a week. I couldn't have been more satisfied with my career, despite the grueling hours and the toll it was taking on my personal life. The morning after the celebration, our company's receptionist came to my office door with a package. It had my husband's writing on it, and I think we both drew the conclusion that it was an attempt by Brad to be romantic. "Too little, too late" was what I was thinking. Our marriage had been deteriorating since its inception five years prior... I opened the package and found a small recording device with a sticker pointing to the play button, which said "Press here" on it, once again in Brad's handwriting. I hit play. "Hello, Bonnie, it's me. Straight to the chase here. Tragic, tragic news..."
(From the book's Introduction.Read more ›
She uses her ex-husband as an example of what to avoid in investment advisors, and adds in data from the Madoff scandal. She then moves on to be more generic in what investors have to look for in order to avoid being cheated.
The book moves on to explain financial planning, and understand:
Compensation and Fee Structures
All the parties that affect pooled investments
How to choose an advisor
How to employ an advisor
How to maintain the relationship
How to deal with minor and major failure in the advisor relationship.
She covers all of it. It is very basic, and not flashy. The juiciest part of the book is the troubles she had with her ex-husband. The rest is all business, which isn't bad, but it could have benefited from counterexamples to explain why this is the right way to do things.
The book has an exciting start, and it is all business after that. That is not horrible, but could have been more done to motivate the important aspects of protecting investments through citing more case examples.
Who would benefit from this book
Most average investors could benefit from the book.
Most Recent Customer Reviews
only book I have ever found which give approximate numbers for how financial advisors are paid, has a list of various titles of financial advisors and what education or... Read morePublished on November 2, 2013 by Jet
This book deals with investing. I remember when Brad would show up on the show. It gave a sense of quality investing info. What a shame. Read morePublished on August 8, 2011 by Robert Brouillet
You can't trust anybody. There, now you don't have to read this book.
Seriously, Kirchner does tell you how to spot a cheating financial advisor. Read more