{"product_id":"the-wealth-code-2-0-9781119087014","title":"The Wealth Code 2.0","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cp\u003e\u003cb\u003eA thoroughly revised and expanded update to the book that critics are calling the first true investing book for the new normal\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eYou entrusted your financial security to the experts, and now you're wondering what it'll take to recover from the economic crisis and get back on your feet. In this updated and expanded edition of his critically-acclaimed guide to staying rich in good times and bad, financial planner and investment strategist Jason Vanclef delivers more straight answers and solid solutionsand he takes a well-earned poke or two at Wall Street in the process. According to Vanclef, True Asset Class Diversification is the best way to build the solid financial foundation you need for a secure future. And he puts his money where his mouth is with a comprehensive, easy-to-understand and use plan for maximizing your investmentsnot just cutting your losses.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eLearn the unvarnished truth about tried and true Wall Street practices and why stocks and bonds are \u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003cp\u003ePreface xi\u003c\/p\u003e \u003cp\u003eAcknowledgments xiii\u003c\/p\u003e \u003cp\u003eIntroduction xvii\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1 Freeing Your Estate from Conventional Thinking 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eAn Unconventional Approach 2\u003c\/p\u003e \u003cp\u003eIn Summary 3\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2 The Best Portfolios Are Mixtures of Many Different Asset Classes 5\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Real Meaning of Portfolio Diversification 6\u003c\/p\u003e \u003cp\u003eIn Summary 9\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3 The Key to Protecting and Building Wealth in Good Times and Bad 11\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eGeneral Practitioner versus Specialist 11\u003c\/p\u003e \u003cp\u003eIn Summary 15\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4 The Process of Wealth 17\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWealth Bucket 101 19\u003c\/p\u003e \u003cp\u003eBuy Assets to Pay For Liabilities! 21\u003c\/p\u003e \u003cp\u003eFortune 400 Secret 23\u003c\/p\u003e \u003cp\u003eBrokerisms 25\u003c\/p\u003e \u003cp\u003eIn Summary 27\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5 Leaks in the Bucket 29\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eNot Following Common Sense 30\u003c\/p\u003e \u003cp\u003eLimited Investment Diversification 31\u003c\/p\u003e \u003cp\u003eInflation 35\u003c\/p\u003e \u003cp\u003eInvestment Fees 42\u003c\/p\u003e \u003cp\u003eIncome, Income, Income 49\u003c\/p\u003e \u003cp\u003eTaxes 51\u003c\/p\u003e \u003cp\u003ePoor Estate Planning 55\u003c\/p\u003e \u003cp\u003ePoor Asset Protection 57\u003c\/p\u003e \u003cp\u003eLiquidity 59\u003c\/p\u003e \u003cp\u003eSummary: Leaks in the Bucket 61\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6 True Asset Class Diversification 63\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe General Asset Classes 63\u003c\/p\u003e \u003cp\u003e20,000 Foot Viewpoint on Money 72\u003c\/p\u003e \u003cp\u003eLiquidity Leak Reexamined 87\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7 Foundations for Your Financial Table 91\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMatching Beliefs to Your Asset Choices 91\u003c\/p\u003e \u003cp\u003eTime and Real Assets 93\u003c\/p\u003e \u003cp\u003eDirect Participation Programs 94\u003c\/p\u003e \u003cp\u003eAccreditation of Investors 96\u003c\/p\u003e \u003cp\u003eCommissions and Fees 99\u003c\/p\u003e \u003cp\u003ePrioritization and Placement of Portfolio Investments 101\u003c\/p\u003e \u003cp\u003eIn Summary 103\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8 Building a Strong Financial Table 105\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eStep One: Know Yourself 106\u003c\/p\u003e \u003cp\u003eStep Two: Liquidity Time Lines 108\u003c\/p\u003e \u003cp\u003eStep Three: Income Needs 113\u003c\/p\u003e \u003cp\u003eStep Four: Growth Needs 120\u003c\/p\u003e \u003cp\u003eStep Five: Beneficiary Needs 125\u003c\/p\u003e \u003cp\u003ePutting Together a Financial Plan 127\u003c\/p\u003e \u003cp\u003eIn Summary 142\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 9 Life Insurance, Annuities, and How They Relate to Your Wealth Code 143\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eGeneral Need for Life Insurance—Family Liabilities 144\u003c\/p\u003e \u003cp\u003eFederal Estate Taxes 146\u003c\/p\u003e \u003cp\u003eAnnuities 149\u003c\/p\u003e \u003cp\u003eIndex Universal Life and Index Fixed Annuities 150\u003c\/p\u003e \u003cp\u003eMVA versus Non-MVA Annuities and Why You Need to Know This 152\u003c\/p\u003e \u003cp\u003eIn Summary 153\u003c\/p\u003e \u003cp\u003eConclusion: Time to Take Action! 155\u003c\/p\u003e \u003cp\u003eAppendix A: Case Studies 159\u003c\/p\u003e \u003cp\u003eAppendix B: Different Investment Asset Classes 185\u003c\/p\u003e \u003cp\u003eAppendix C: Discounted Roth Conversions 243\u003c\/p\u003e \u003cp\u003eAppendix D: 1031 Real Estate Exchanges 265\u003c\/p\u003e \u003cp\u003eAbout the Author 275\u003c\/p\u003e \u003cp\u003eIndex 277\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49406982324567,"sku":"9781119087014","price":24.79,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781119087014.jpg?v=1730497782","url":"https:\/\/bookcurl.com\/products\/the-wealth-code-2-0-9781119087014","provider":"Book Curl","version":"1.0","type":"link"}