FREE BOOK: 'Wealth Hacking Secrets – Money Freedom’ offers a simple, step-by-step guide on how to build your own financial plan in 7 steps. Each step is spelled out in plain english and designed to build on the step before it, which makes building a financial plan simple and fun. Master the game of money, learn to take action, put a system in place to reach your financial goals and achieve financial success. Get a FREE copy of ‘Wealth Hacking Secrets – Money Freedom’ and start Building Your Own Financial Plan TODAY!
Author Andy Rodgers is a CERTIFIED FINANCIAL PLANNER™ with almost 20 year of experience helping families and small businesses with their finances. Andy is a Fiduciary Financial Advisor that still works directly with families and businesses today. He is one of only 86,000 CFP® Certified Financial Planning Professionals here in the U.S. and he enjoys teaching and practicing financial planning with individual and groups of young adults, families, coaches, consultants, engineers, employees, entrepreneurs, retirees, divorcees and surviving spouses. Based on the 7-step financial planning process laid out by the CFP® Board, Wealth Hacking Secrets covers the 7 primary topics of modern financial planning which include:
1) Body and Mindset – Wealth & Wellness isn't just about money. Maintaining a Healthy, Vibrant Lifestyle is the key to maintaining a Wealthy Abundant Mindset.
2) Creating Financial Statements and Tracking your Net-Worth– Like any successful business, you need to actively manage your household's income/expenses and be able to track your assets/liabilities in order to increase your Net-Worth. Your family deserves a Chief Financial Officer that has the systems and processes in place to navigate these difficult economic times.
3) Understanding Insurance & Risk Management Techniques
Most successful plans start by addressing any risks that might cause the plan to fail. Making sure that you have your assets covered when an emergency pops up is essential.
4) How to Reduce Taxes
- The #1 drag on Multi-Generational Wealth Creation is overpaying on your Taxes. Learn how take advantage of current tax laws to keep more of your hard earned money.
5) Investing – How to Accumulate, Grow, Protect, and Diversify your investments- including stocks, bonds, mutual funds, ETFs, 401k, real estate, digital assets, cash value life insurance, and much more...
6) Retire in Style- On Your Terms- Understanding Social Security planning, Medicare, Pension Maximization, Healthcare supplements and other Retirement Income Planning techniques.
7) What it means to Leave a Legacy – What is Estate Planning and How can you Create Impact for generations to come!