Building And Preserving Your Wealth: A Practical Guide To Financial Planning For Affluent Investors

Podnos, Steven

ISBN 10: 1886939675 / ISBN 13: 9781886939677

Published by Oakhill Press, 2010

About this Item

Seller Inventory # Abebooks491348

Bibliographic Details

• Title: Building And Preserving Your Wealth: A Practical Guide To Financial Planning For Affluent Investors
• Publisher: Oakhill Press
• Publication Date: 2010
• Language: English
• ISBN 10: 1886939675
• ISBN 13: 9781886939677
• Binding: Hardcover
• Condition: New

About this title

Synopsis

Who can you trust with your money? Affluent investors are in dire need of unbiased advice and straightforward information concerning their investments and finances. Unfortunately, this is often hard to come by.

"Building and Preserving Your Wealth" dares to tell you the truth and provides you with a sound, prudent and easy-to-follow financial strategy. It gives you a rock-solid foundation of information with which you can make intelligent choices about your money. In clear and concise language it answers the question, "How can I most safely and effectively grow the money that I've accumulated?"

This book offers plain talk about the stock market and mutual funds. It simplifies the considerations of tax, insurance and retirement planning, and helps you evaluate the best choices for your unique financial situation. It also addresses the crucial issue of choosing financial advisors to assist you in securing your financial future.

"Building and Preserving Your Wealth" shares a lifetime of investing education and experience. It will answer some questions, but also raise others that are important for you to consider. Just some of what you will learn includes:

- why you can't expect to beat the market, but you can take advantage of long term trends
- why risk may not be what it seems, and why "safe" investments actually lose you money
- what constitutes a diversified portfolio
- whether mutual funds are a good investment for you
- when collectibles can be good investments

If you would like to feel more confident about how your finances are being managed-whether by yourself or by others-then "Building and Preserving Your Wealth" will become one of your most valued resources.

About the Author

Steven Podnos, MD, MBA, CFP®, has enjoyed diverse careers over the span of his lifetime. While working as a successful specialist in Respiratory Medicine, he also invested successfully in stock and real estate markets over two decades. From this, he realized the importance of continuing to build and preserve the wealth that he was accumulating. In a quest to do this intelligently and wisely, he began to educate himself in more aspects of investing and financial planning. Finding this process fascinating, he made the leap from helping people with their physical health to assisting them with their fiscal health.

To enhance his knowledge and expertise, Dr. Podnos earned an MBA degree and went on to achieve Certified Financial Planner® certification. His prospering private practice in financial planning plus his own investment endeavors have created a wealth of experience in all aspects of investing for affluent individuals. He created Wealth Care, LLC to provide his clients with a method for building and preserving their own wealth. Dr. Podnos and his wife live in East Central Florida with their three teenage children.