Table of Contents
Acknowledgments ix
Introduction xi
Part I: All About the Wealth Gap and Your Relationship to Money 1
Chapter 1: The Wealth Gap 3
Chapter 2: What Is Your Relationship with Money? 13
Part II: Financial Boot Camp 19
Chapter 3: Starting Today 21
Chapter 4: Managing Your Financial Life in a Dashboard 29
Chapter 5: Improving Your Financial Dashboard 41
Chapter 6: Building Your Financial Roadmap 63
Part III: How to Match Your Investments To Your Needs 73
Chapter 7: Managing Your Financial Buckets 75
Chapter 8: Minimizing Taxes 105
Chapter 9: Buying or Avoiding Life Insurance and Annuities 121
Chapter 10: Developing a Wealth- Maximizing Mindset 133
Part IV: a Financial Case Study 149
Chapter 11: Building Your Own Action Plan 151
Chapter 12: Start Young: What to Do Ages 0–18 159
Chapter 13: Welcome to Adulthood: What to Do Ages 18–24 163
Chapter 14: The Ramp- Up Years: What to Do Ages 24–30 169
Chapter 15: Learn and Earn: What to Do Ages 30–40 177
Chapter 16: Full Speed Ahead: What to Do Ages 40–50 189
Chapter 17: Catch Up and Assess: What to Do Ages 50–60 203
Chapter 18: The Work- Optional Years: What to Do Ages 60+ 217
Chapter 19: Case Study Executive Summary 227
Epilogue 235
Appendix A: Resources 239
Appendix B: Glossary of Financial Terms 245
About the Author 251
Index 253
