Wealth Management Unwrapped, Revised and Expanded by Charlotte B. Beyer audiobook

Wealth Management Unwrapped, Revised and Expanded: Unwrap What You Need to Know and Enjoy the Present

By Charlotte B. Beyer
Read by Marguerite Gavin

Gildan Media
3.27 Hours 1
Format : CD (In Stock)
  • Regular Price: $25.99

    Special Price $16.89

    ISBN: 9798200593866

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    In Stock ● Ships in 1-2 days

  • Regular Price: $39.99

    Special Price $25.99

    ISBN: 9798200593873

    Free shipping on orders over $35

    In Stock ● Ships in 1-2 days

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 challenges. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.

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Summary

Summary

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 challenges.

Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.

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Author

Author Bio: Charlotte B. Beyer

Author Bio: Charlotte B. Beyer

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Details

Details

Available Formats : CD, MP3 CD
Category: Nonfiction/Business & Economics
Runtime: 3.27
Audience: Adult
Language: English