“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” - Robert Kiyosaki
In Financial Tales, author and 30-year veteran financial advisor Carlos Sera provides you with the same life-changing financial planning advice, portfolio management techniques and investing strategies that he has offered to his own family and clients. Unlike most other boring, numbers-driven personal finance and retirement planning books, Financial Tales provides real-world examples of how people’s lives were improved by implementing Sera’s valuable fiscal guidance.
You will be provided with easy and painless weekly, monthly and annual budget tricks that anybody can do to start on the road toward financial literacy, financial freedom, becoming deft-free, building wealth and investing college funds for your children.
In this proven and powerful personal and family budgeting and investing guide, you will learn:
- How develop a sustainable relationship with money
- How to start common sense investing with very little spare money
- Vital retirement planning tools that you must have to enjoy retirement and not run out of money
- Understanding financial markets, the stock market, portfolio management and other investment options.
- Financial planning for kids and investing for teens – how to teach your kids how to multiply their income and start saving for the future
- How to use the extraordinary power of stocks and compounding interest rates to help build wealth, increase retirement savings and start college funds
- How to teach stock investing to your kids, financial literacy to your teens and set them on the path toward financial freedom
- How to construct a worry-free investment portfolio that lets you sleep well at night
- How to work productively with your financial advisor or financial team
While you enjoy the life lessons and experiences used as the backdrop for your financial education in this valuable personal finance guide, you will feel empowered and more self-confident to design your own financial plan, or you will know exactly how to have your financial advisor set up a pain-free financial plan for your family.
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Carlos Sera grew up outside Baltimore, Maryland. He graduated from Johns Hopkins University then earned his MBA in Finance and Applied Economics from the Simon School of Business. He is a Registered Investment Advisor, trader and author of the financialtales.com blog where he explains the world of money and behavior through storytelling. Carlos has worked with hundreds of clients over three decades and shares his experiences. He is a first generation Cuban-American and resides in Maryland.
