Psychology of Financial Planning
The Practitioner's Guide to Money and Behavior
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Psychology of Financial Planning
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Narrado por:
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Jamie Renell
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In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client.
Designed for both professional and academic audiences, Psychology of Financial Planning is written for those with thirty years in practice as well as those just beginning their journey.
With a focus on how psychology can be applied to real-world financial planning scenarios, Psychology of Financial Planning provides a much-needed toolbox for practicing financial planners who know that understanding their client's psychology is critical to their ability to be effective.
The Psychology of Financial Planning is also a much-needed resource for academic institutions who now need to educate their students in the CFP Board's newest category of learning objectives: psychology of financial planning.
©2023 Brad Klontz, Charles R. Chaffin, and Ted Klontz (P)2022 Ascent AudioLos oyentes también disfrutaron...
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General4.5 out of 5 stars 62
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Narración:4.5 out of 5 stars 47
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Historia4.5 out of 5 stars 46
How many times have you thought that everyone is crushing it except you? How often have you looked at one of your accomplishments and attributed it to luck or the help of others? It can be difficult to acknowledge our own successes and skills and overcome the feeling of being an impostor. But moving past that feeling is crucial to continuing down the path to even greater success and happiness.
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5 out of 5 stars
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A must read to transform and thrive
- De D.D. en 05-31-20
De: Dr. Lisa Orbé-Austin, y otros
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The Values Factor
- The Secret to Creating an Inspired and Fulfilling Life
- De: Dr. John DeMartini
- Narrado por: Erik Synnestvedt
- Duración: 12 h y 8 m
- Versión completa
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General5 out of 5 stars 386
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Narración:4.5 out of 5 stars 340
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Historia5 out of 5 stars 336
The Values Factor shows you how to create a life in which every minute can be inspiring and fulfilling. The first step is to identify what you find most meaningful - the values in life that are most important to you. Once you understand your own unique values and align your life accordingly, you can achieve fulfillment in every aspect of your life: deepening your loving relationships, creating an inspiring career, establishing financial freedom, and tapping into a rich spiritual life.
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4 out of 5 stars
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Makes you really think about your values
- De Saad en 12-07-16
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Mastering the Art of Quitting
- Why It Matters in Life, Love, and Work
- De: Peg Streep, Alan B. Bernstein
- Narrado por: Grover Gardner
- Duración: 7 h y 37 m
- Versión completa
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General4 out of 5 stars 51
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Narración:4 out of 5 stars 40
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Historia4 out of 5 stars 39
In Mastering the Art of Quitting, the authors show us how to let go when we need to and how to start over. A guide to increasing our emotional and mental flexibility, assessing our goals, and knowing when to hang in or bail out, it tackles our tendencies to overanalyze, ruminate, and put a positive spin on situations we actually need to avoid. In a culture which perceives quitting as a last resort, Alan Bernstein and Peg Streep show that it’s an essential tool for a happy and successful life. They reveal simple truths which apply to goals in all areas of life including love, relationships, and work.
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4 out of 5 stars
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Good book but not in audio format.
- De Viktar en 11-25-15
De: Peg Streep, y otros
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Mastering Fear: Harness Emotion to Achieve Excellence in Work, Health, and Relationships
- De: Robert Maurer PhD, Michelle Gifford
- Narrado por: Sean Runnette
- Duración: 5 h y 52 m
- Versión completa
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General4.5 out of 5 stars 54
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Narración:4.5 out of 5 stars 41
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Historia4.5 out of 5 stars 41
Achieving and sustaining success is difficult. Why do some people struggle to get started or stay the course? Why do others seem to sabotage their hard-earned victories? What makes some people stumble and fall when they seem to possess the requisite skills to soar? Most importantly, what can be done to change these patterns and their outcomes? Based on years of research, Mastering Fear answers these questions and many more with its surprising perspectives on stress, fear, and the single most important skill necessary to achieve maximum results.
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5 out of 5 stars
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Not exactly what you expect
- De HonestBuyer en 12-28-22
De: Robert Maurer PhD, y otros
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Commit to Win
- How to Harness the Four Elements of Commitment to Reach Your Goals
- De: Heidi Reeder PhD
- Narrado por: Heidi Reeder PhD
- Duración: 5 h y 55 m
- Versión completa
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General4.5 out of 5 stars 32
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Narración:4.5 out of 5 stars 25
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Historia4.5 out of 5 stars 25
What do you need besides motivation and willpower? In Commit to Win, Heidi Reeder, PhD, unpacks over forty years of research by psychologists and economists to show that the key to reaching any goal, whether it’s to hit the gym more often or to finally quit that dead-end job, isn’t motivation, willpower, or determination. It’s commitment. Busting the myths most of us believe about commitment, Reeder shows that it all comes down to four variables.
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4 out of 5 stars
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Practical, but misses passion
- De ANDRÉ en 11-07-14
De: Heidi Reeder PhD
Las personas que vieron esto también vieron...
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Mind over Money
- Overcoming the Money Disorders That Threaten Our Financial Health
- De: Brad Klontz, Ted Klontz
- Narrado por: Brad Klontz
- Duración: 8 h y 41 m
- Versión completa
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General4.5 out of 5 stars 139
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Narración:4.5 out of 5 stars 110
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Historia4.5 out of 5 stars 109
Do you overspend? Undersave? Keep secrets about money from a spouse or family member? Are you anxious about dealing with your finances? If so, you are not alone. Let's face itjust about all of have complicated, if not downright dysfunctional, relationships with money.
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4 out of 5 stars
-
A Good Read
- De Debbi en 04-23-12
De: Brad Klontz, y otros
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Start Thinking Rich
- 21 Harsh Truths to Take You from Broke to Financial Freedom
- De: Dr. Brad Klontz, Adrian Brambila
- Narrado por: Greg D. Barnett
- Duración: 8 h y 8 m
- Versión completa
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General4.5 out of 5 stars 35
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Narración:4.5 out of 5 stars 35
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Historia5 out of 5 stars 34
Start Thinking Rich delivers an inspirational, tough-love, and step-by-step guide for listeners to finally start building their own legacy of wealth no matter where they're starting from. Filled with proven money-making, saving, and investment strategies, this book helps listeners take an honest look at their spending habits, unconscious biases about money, and self-sabotaging money behaviors in order to start living their best lives.
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2 out of 5 stars
-
Fair criticisms but weak on solutions
- De glennbg en 01-15-25
De: Dr. Brad Klontz, y otros
-
Wired for Wealth
- Change the Mindsets That Keep You Trapped and Unleash Your Wealth Potential
- De: Brad Klontz, Ted Klontz
- Narrado por: Jonathan Walker
- Duración: 6 h y 11 m
- Versión completa
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General4.5 out of 5 stars 51
-
Narración:4.5 out of 5 stars 39
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Historia4.5 out of 5 stars 39
As financial stress mounts and an economic crash looms, Wired for Wealth shows you that the biggest threat to your financial health is not a recession; it's your brain. Markets go up and markets go down, but one fact holds true: Your money scripts - the unconscious core beliefs you hold about money - will determine whether you win or lose in the long run. But there is hope.
-
5 out of 5 stars
-
Get this audiobook today!
- De Sebastien en 08-02-12
De: Brad Klontz, y otros
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Money Mammoth
- Harness the Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals
- De: Brad Klontz, Edward Horwitz, Ted Klontz
- Narrado por: Graham Rowat
- Duración: 8 h y 21 m
- Versión completa
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General5 out of 5 stars 29
-
Narración:4.5 out of 5 stars 27
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Historia4.5 out of 5 stars 27
Do you struggle with your personal finances? Do you spend (or save) too much? Do you struggle with your money relationships and communicating about money issues with your children, parents, or spouse? Money Mammoth offers you a fresh and effective approach to managing your money. Incorporating lessons from psychology, behavioral economics, and financial planning, the distinguished authors lay out a step-by-step plan to understanding your financial behaviors and changing them for the better.
-
5 out of 5 stars
-
Get a better understanding of your behavioral money mindset.
- De Anonymous User en 05-09-21
De: Brad Klontz, y otros
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The Only Guide You'll Ever Need for the Right Financial Plan
- Managing Your Wealth, Risk, and Investments
- De: Larry E. Swedroe, Kevin Grogan, Tiya Lim
- Narrado por: Melissa Frank
- Duración: 5 h y 28 m
- Versión completa
-
General4.5 out of 5 stars 11
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Narración:4.5 out of 5 stars 11
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Historia4.5 out of 5 stars 11
From Larry Swedroe, the author of the best-selling series of The Only Guide investment books, with Kevin Grogan and Tiya Lim, comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the "art" of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation.
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5 out of 5 stars
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Detailed and methodical
- De Cyrus Samii en 10-18-24
De: Larry E. Swedroe, y otros
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The One-Page Financial Plan
- A Simple Way to Be Smart About Your Money
- De: Carl Richards
- Narrado por: Carl Richards
- Duración: 4 h y 3 m
- Versión completa
-
General4.5 out of 5 stars 262
-
Narración:4.5 out of 5 stars 229
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Historia4.5 out of 5 stars 228
Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once they've begged, "Just tell me what to do." It's no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don't have time to make sense of all the information available.
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4 out of 5 stars
-
A Good and Simple Financial Book
- De Kindle Customer en 02-27-20
De: Carl Richards
-
Mind over Money
- Overcoming the Money Disorders That Threaten Our Financial Health
- De: Brad Klontz, Ted Klontz
- Narrado por: Brad Klontz
- Duración: 8 h y 41 m
- Versión completa
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General4.5 out of 5 stars 139
-
Narración:4.5 out of 5 stars 110
-
Historia4.5 out of 5 stars 109
Do you overspend? Undersave? Keep secrets about money from a spouse or family member? Are you anxious about dealing with your finances? If so, you are not alone. Let's face itjust about all of have complicated, if not downright dysfunctional, relationships with money.
-
4 out of 5 stars
-
A Good Read
- De Debbi en 04-23-12
De: Brad Klontz, y otros
-
Start Thinking Rich
- 21 Harsh Truths to Take You from Broke to Financial Freedom
- De: Dr. Brad Klontz, Adrian Brambila
- Narrado por: Greg D. Barnett
- Duración: 8 h y 8 m
- Versión completa
-
General4.5 out of 5 stars 35
-
Narración:4.5 out of 5 stars 35
-
Historia5 out of 5 stars 34
Start Thinking Rich delivers an inspirational, tough-love, and step-by-step guide for listeners to finally start building their own legacy of wealth no matter where they're starting from. Filled with proven money-making, saving, and investment strategies, this book helps listeners take an honest look at their spending habits, unconscious biases about money, and self-sabotaging money behaviors in order to start living their best lives.
-
2 out of 5 stars
-
Fair criticisms but weak on solutions
- De glennbg en 01-15-25
De: Dr. Brad Klontz, y otros
-
Wired for Wealth
- Change the Mindsets That Keep You Trapped and Unleash Your Wealth Potential
- De: Brad Klontz, Ted Klontz
- Narrado por: Jonathan Walker
- Duración: 6 h y 11 m
- Versión completa
-
General4.5 out of 5 stars 51
-
Narración:4.5 out of 5 stars 39
-
Historia4.5 out of 5 stars 39
As financial stress mounts and an economic crash looms, Wired for Wealth shows you that the biggest threat to your financial health is not a recession; it's your brain. Markets go up and markets go down, but one fact holds true: Your money scripts - the unconscious core beliefs you hold about money - will determine whether you win or lose in the long run. But there is hope.
-
5 out of 5 stars
-
Get this audiobook today!
- De Sebastien en 08-02-12
De: Brad Klontz, y otros
-
Money Mammoth
- Harness the Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals
- De: Brad Klontz, Edward Horwitz, Ted Klontz
- Narrado por: Graham Rowat
- Duración: 8 h y 21 m
- Versión completa
-
General5 out of 5 stars 29
-
Narración:4.5 out of 5 stars 27
-
Historia4.5 out of 5 stars 27
Do you struggle with your personal finances? Do you spend (or save) too much? Do you struggle with your money relationships and communicating about money issues with your children, parents, or spouse? Money Mammoth offers you a fresh and effective approach to managing your money. Incorporating lessons from psychology, behavioral economics, and financial planning, the distinguished authors lay out a step-by-step plan to understanding your financial behaviors and changing them for the better.
-
5 out of 5 stars
-
Get a better understanding of your behavioral money mindset.
- De Anonymous User en 05-09-21
De: Brad Klontz, y otros
-
The Only Guide You'll Ever Need for the Right Financial Plan
- Managing Your Wealth, Risk, and Investments
- De: Larry E. Swedroe, Kevin Grogan, Tiya Lim
- Narrado por: Melissa Frank
- Duración: 5 h y 28 m
- Versión completa
-
General4.5 out of 5 stars 11
-
Narración:4.5 out of 5 stars 11
-
Historia4.5 out of 5 stars 11
From Larry Swedroe, the author of the best-selling series of The Only Guide investment books, with Kevin Grogan and Tiya Lim, comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the "art" of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation.
-
5 out of 5 stars
-
Detailed and methodical
- De Cyrus Samii en 10-18-24
De: Larry E. Swedroe, y otros
-
The One-Page Financial Plan
- A Simple Way to Be Smart About Your Money
- De: Carl Richards
- Narrado por: Carl Richards
- Duración: 4 h y 3 m
- Versión completa
-
General4.5 out of 5 stars 262
-
Narración:4.5 out of 5 stars 229
-
Historia4.5 out of 5 stars 228
Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once they've begged, "Just tell me what to do." It's no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don't have time to make sense of all the information available.
-
4 out of 5 stars
-
A Good and Simple Financial Book
- De Kindle Customer en 02-27-20
De: Carl Richards
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The Financial Wisdom of Ebenezer Scrooge
- 5 Principles to Transform Your Relationship with Money
- De: Brad Klontz, Ted Klontz, Rick Kahler
- Narrado por: Jim Curtis Lushbaugh
- Duración: 3 h y 28 m
- Versión completa
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General4.5 out of 5 stars 31
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Narración:4.5 out of 5 stars 23
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Historia4.5 out of 5 stars 24
Ebenezer Scrooge would seem an unlikely source from which to glean financial wisdom. However, Dickens' classic tale of how Scrooge left behind his miserly ways and transformed into a joyful, compassionate and generous man is a powerful model we all can benefit from today. Written for the layperson, this book provides advice that is simple, transformational, and timeless.
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1 out of 5 stars
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pop psychology applied to financial therapy
- De Ben Wheeler en 12-09-19
De: Brad Klontz, y otros
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Early Retirement Extreme
- A Philosophical and Practical Guide to Financial Independence
- De: Jacob Lund Fisker
- Narrado por: Douglas Martin
- Duración: 9 h y 23 m
- Versión completa
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General4.5 out of 5 stars 209
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Narración:4.5 out of 5 stars 171
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Historia4 out of 5 stars 167
More than just a book on how to retire extremely early by spending less and earning more while investing in a few funds and hoping they go up in the long run. Written for those wanting a deep and detailed understanding of the strategies and building blocks required to design and live an interesting life independent of the winds of the economy. An information-dense study of economic resilience and how to thrive in an increasingly fragile job- and consumer-oriented world hitting its limits.
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2 out of 5 stars
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Terrible advice, had a few good laughs though
- De spin en 03-24-21
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The Behavior Gap
- Simple Ways to Stop Doing Dumb Things with Money
- De: Carl Richards
- Narrado por: Carl Richards
- Duración: 3 h y 32 m
- Versión completa
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General4.5 out of 5 stars 210
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Narración:4.5 out of 5 stars 179
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Historia4.5 out of 5 stars 177
Why do we lose money? It's easy to blame the economy or the financial markets - but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon - the distance between what we should do and what we actually do - "the behavior gap". He found that once people understood it, they started doing much better.
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3 out of 5 stars
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Average across the board
- De michael en 01-23-18
De: Carl Richards
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Complete Family Wealth (2nd Edition)
- Wealth as Well-Being, Bloomberg Series
- De: James E. Hughes Jr., Keith Whitaker, Susan E. Massenzio
- Narrado por: Jamie Renell
- Duración: 6 h y 45 m
- Versión completa
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General4.5 out of 5 stars 12
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Narración:4.5 out of 5 stars 11
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Historia4.5 out of 5 stars 11
Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what" - what is meant by family, wealth, and enterprise; the "who" - the persons crucial to family enterprise flourishing; and the "how" - specific practices families can use to enhance and grow family wealth.
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5 out of 5 stars
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James Hughes rocks it
- De Edward W. Cotney en 03-20-24
De: James E. Hughes Jr., y otros
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The Four Pillars of Investing
- Lessons for Building a Winning Portfolio
- De: William J. Bernstein
- Narrado por: Scott Pollak
- Duración: 12 h y 16 m
- Versión completa
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General4.5 out of 5 stars 70
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Narración:4.5 out of 5 stars 62
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Historia4.5 out of 5 stars 62
William Bernstein's commonsense approach to portfolio construction has served investors well during the past turbulent decade - and it's what made The Four Pillars of Investing an instant classic when it was first published nearly a decade ago. This down-to-earth book lays out in easy-to-understand prose the four essential topics that every investor must master: the relationship of risk and reward, the history of the market, the psychology of the investor and the market, and the folly of taking financial advice from investment salespeople.
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2 out of 5 stars
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out of date
- De ubuntu_bear en 10-03-24
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Finding Your Path
- The Roadmap from Student to Successful Financial Planner
- De: Caleb Brown
- Narrado por: Sheeda Fleming
- Duración: 5 h y 35 m
- Versión completa
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General0 out of 5 stars 0
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Narración:0 out of 5 stars 0
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Historia0 out of 5 stars 0
Finding your Path will teach you everything you need to know to transition from financial planning student to professional so you can become the financial planner you were destined to be. From understanding the various channels of entry, different firm structures, and career paths available to how to properly vet hiring firms, negotiate compensation, pass your licensing exams, and develop the skills you need to excel, Finding your Path: The Roadmap from Student to Successful Financial Planner is a practical guide packed with resources, examples, ready to use scripts, and tips.
De: Caleb Brown
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The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- De: David J. Mullen Jr.
- Narrado por: Allan Robertson
- Duración: 8 h y 24 m
- Versión completa
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General4.5 out of 5 stars 513
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Narración:4.5 out of 5 stars 430
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Historia4.5 out of 5 stars 425
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike.
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5 out of 5 stars
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Fantastic tips and practices
- De SS MacIntyre en 03-10-15
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The Behavioral Investor
- De: Daniel Crosby
- Narrado por: Matthew R. Doyle
- Duración: 8 h y 23 m
- Versión completa
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General4.5 out of 5 stars 183
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Narración:4.5 out of 5 stars 152
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Historia4.5 out of 5 stars 152
In The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological, and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Listeners will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness, and constraining the fatal flaws to which most investors are prone.
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5 out of 5 stars
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Great listen
- De Michael Bigi en 05-28-21
De: Daniel Crosby
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How to Retire
- 20 Lessons for a Happy, Successful, and Wealthy Retirement
- De: Christine Benz
- Narrado por: Laurel Lefkow, Rachel Handshaw, Nezar Alderazi
- Duración: 10 h y 43 m
- Versión completa
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General4.5 out of 5 stars 64
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Narración:4 out of 5 stars 60
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Historia4.5 out of 5 stars 60
What are the secrets to a healthy, happy, and wealthy retirement? To answer that question, longtime Morningstar columnist and podcaster Christine Benz asked 20 retirement thought leaders to go deep on a single lesson that they believe contributes to success in retirement. These lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.
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4 out of 5 stars
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Had to return the audiobook
- De Kavita B en 09-29-24
De: Christine Benz
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Influence
- Science and Practice, ePub, 5th Edition
- De: Robert B. Cialdini
- Narrado por: Lloyd James
- Duración: 12 h y 25 m
- Versión completa
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General4.5 out of 5 stars 4,426
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Narración:4.5 out of 5 stars 3,740
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Historia4.5 out of 5 stars 3,705
Widely used in classes, as well as sold to people operating successfully in the business world, the eagerly awaited revision of Influence reminds the listener of the power of persuasion. Cialdini organizes compliance techniques into six categories based on psychological principles that direct human behavior: reciprocation, consistency, social proof, liking, authority, and scarcity.
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5 out of 5 stars
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Great content silly audio book errors
- De Woodgies en 04-30-15
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I Will Teach You to Be Rich
- No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works (Second Edition)
- De: Ramit Sethi
- Narrado por: Ramit Sethi
- Duración: 12 h y 8 m
- Versión completa
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General4.5 out of 5 stars 9,874
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Narración:5 out of 5 stars 8,320
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Historia4.5 out of 5 stars 8,235
Buy as many lattes as you want. Spend extravagantly on the things you love. Live your rich life instead of tracking every last expense with Ramit Sethi’s simple, powerful, and effective six-week program for gaining control over your finances. This isn’t typical advice from a money expert. In this completely updated second edition, Ramit teaches you how to choose long-term investments and the right bank accounts. With his characteristic no-BS perspective, he shows how to squeeze every hidden benefit out of your credit cards.
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3 out of 5 stars
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Repetitive - should be retitled.
- De Truth en 06-20-19
De: Ramit Sethi
-
The Psychology of Money
- Timeless Lessons on Wealth, Greed, and Happiness
- De: Morgan Housel
- Narrado por: Chris Hill
- Duración: 5 h y 54 m
- Versión completa
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General5 out of 5 stars 22,869
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Narración:5 out of 5 stars 19,047
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Historia4.5 out of 5 stars 18,957
Money - investing, personal finance, and business decisions - is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together. In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money.
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3 out of 5 stars
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Could be summarized in one sentence
- De Alex en 05-30-21
De: Morgan Housel
Lo que los oyentes dicen sobre Psychology of Financial Planning
Calificaciones medias de los clientesReseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Joseph
- 08-20-24
Outstanding
As a behavioral financial advisor, this book is amazing to me. These financial psychologists are improving the financial planning field a great deal. ❤️🔥🙏🏿
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Roland McIntyre
- 06-15-23
This upgrades my practice!
Easy to follow along. Great examples used throughout the book. Financial plans are useful but if people are not following through with plan you need to take a step back and find out why. This book will help on that journey.
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Total2 out of 5 stars
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Ejecución2 out of 5 stars
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Historia1 out of 5 stars
- Mathieu
- 03-31-23
Audio textbook
Better read as an actual book. Very formulaic and straightforward. Lot of it feels like common sense.
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