Cover 1
Title Page 3
Copyright Page 4
Endorsements 5
Dedication 7
START HERE 11
Part 1: Planning for Life 17
1. Enough: Redeeming Wealth 19
2. Values: Three Questions to Guide You 31
3. Riding the Elephant: Unconventional Goal Setting 40
4. Calling: Finding Life-Giving Work 57
5. Time: Investing Your Most Precious Commodity 66
Part 2: Planning for Today 75
6. Perspective: Where Do You Stand? 77
7. Essentials: Straight Talk on Savings and Debt 90
8. Financial Statements: Introducing Your New CFO 108
Part 3: Planning for the Inevitable 125
9. Investing: A Simple Portfolio That’s Beaten the Pros 127
10. Education: Getting Schooled 144
11. Retirement: The Wobbly Three-Legged Stool 157
12. Financial Independence: The New Retirement 175
13. Estate and Legacy: Cheating Death 192
Part 4: Planning for the Unexpected 207
14. Insurance: WARNING! 209
15. Life: Harder Than It Needs to Be 214
16. Disability Income: Protecting Your Largest Asset 229
17. Long-Term Care: When I’m Sixty-Four 237
18. Home and Auto: Don’t Overpay to Be Underinsured 247
Part 5: Planning for Action 255
19. The Top 10: Your Next Dollar’s Home 257
20. Behavior Management: Working with an Advisor 263
21. Simplicity: The One-Page Financial Plan 270
Acknowledgments 275
Notes 277
About the Author 283
Back Ads 285
Back Cover 287