Description
Book SynopsisYou are the CEO of My Wealth, Inc. so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challen
Table of ContentsForeword xiii
Introduction xv
Acknowledgments xvii
About the Author xix
Prologue xxi
Chapter 1: Who’s in Charge of My Wealth, Inc.? 1
Chapter 2: My Money, Myself 9
Chapter 3: Are You a Do-It-Yourselfer? 17
Chapter 4: If You Don’t Know Where You’re Going, Any Investment Will Get You There 27
Chapter 5: If You Don’t Know Who the Sucker Is at the Table, It Might Be You! 37
Chapter 6: Resist the Razzle Dazzle: How to Judge the Beauty Contest 45
Chapter 7: Transparency, or How I Learned to Love Conflicts of Interest 53
Chapter 8: Courtship Is Usually More Fun Than Marriage 63
Chapter 9: Can This Marriage Be Saved? When to Fire Your Advisor 73
Chapter 10: Aging—Grave Concerns 83
Chapter 11: Born Rich—A Curse or a Blessing? 93
Chapter 12: I’m a Robot, and I’m Here to Help 105
Chapter 13: Women with Wallets 117
Chapter 14: The 10 Principles of Principal 131
Appendix 135
Endnotes 149
Index 169
