The Six-Day Financial Makeover: Transform your Financial Life in Less Than a Week - Softcover

Pagliarini, Robert

Softcover

ISBN 10: 0312377746 ISBN 13: 9780312377748

Verlag: St. Martin's Griffin, 2007

Inhaltsangabe

A financial advisor offers a simple, affordable, and effective approach to financial planning designed to help readers transform their finances in order to organize, invest, save, and accomplish one's goals.

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Über die Autorin bzw. den Autor

Robert Pagliarini is the president of Pacifica Wealth Advisors, has earned a PhD in financial and retirement planning, is a certified financial planner, an enrolled agent with the IRS and the best-selling author of The Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week. He is a financial columnist for CBS MoneyWatch, The Huffington Post, Business Insider, AOL, Tribune Media Services and Forbes. As president of Pacifica Wealth Advisors, Pagliarini specializes in serving sudden money recipients and helping clients overcome sudden wealth syndrome. The boutique wealth management firm is located in Orange County, CA. Pagliarini has appeared as a financial advisor on 20/20, Good Morning America, Dr. Phil, ABC Morning News, NBC and NPR's Marketplace. In print, he has appeared in the Wall Street Journal, Newsweek, BusinessWeek and Money Magazine. In addition to his best-selling title, Pagliarini is also the author of Get Money Smart: Simple Lessons to Kickstart Your Financial Confidence and Grow Your Wealth, The Sudden Wealth Solution, The Other 8 Hours: Maximize Your Time to Create New Wealth and Purpose, and Plan Z: How to Survive the 2009 Financial Crisis (and even live a little better). Pagliarini has a PhD in financial and retirement planning from The American College. He graduated in 1995 from Washington State University, with a bachelor's degree (BA) in Psychology. In 1999, he graduated from University of California, Los Angeles (UCLA) with certification in Personal Financial Planning. In 2004, Pagliarini completed his education at The American College, PA with a master's degree (MA) in Financial Services. In 2012 he earned a second master's degree - an MS degree in psychology - and in 2019 he earned a PhD. Pagliarini currently resides in Mission Viejo, CA, with his wife and daughter.

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The Six-Day Financial Makeover

Transform Your Financial Life in Less Than a Week

By Robert Pagliarini

St. Martin's Press

Copyright © 2006 Robert Pagliarini
All rights reserved.

ISBN: 978-0-312-37774-8

Contents

A Note to the Reader, 
Acknowledgements, 
Introduction, 
Day 1: Get the Most from Life, 
1. Do You Need a Financial Makeover?, 
2. Design the Life of Your Dreams, 
Day 2: Transform Your Financial Life from the Inside Out, 
3. Eliminate Limiting Beliefs, 
Day 3: Discover and Maximize Hidden Wealth, 
4. Take Control of Your Finances, 
Day 4: Invest with a Purpose, 
5. Goal-Oriented Saving and Investing, 
6. Six Steps to Investment Success, 
Day 5: Survive ... When Disaster Strikes, 
7. Survive ... Accidents, Sickness, Disability, and Death (Insurance Essentials), 
8. Survive ... Old Age (Long-Term-Care Solutions), 
9. Survive ... The Death of a Loved One (Estate-Planning Solutions), 
Day 6: Protect What You've Earned, 
10. Protect Your Assets, 
11. Protect Your Identity, 
Day 7: Conclusion, 
About the Author, 

CHAPTER 1

Do You Need a Financial Makeover?

Do you want more from life? Are you working harder and putting in longer hours but don't feel financially secure or satisfied with your progress? Many of us are making more money but we still don't feel that we've made it What do you think about when you're alone? When the phones aren't ringing and the television is off, what occupies your thoughts? What questions or concerns do you have just before falling asleep at night? In those quiet moments when you are able to reflect, are you satisfied with your financial situation or do you yearn for more?

Regardless of your present situation, you can achieve the life you've always dreamed of. It doesn't matter who you are or where you live. It doesn't matter if you had a privileged childhood of abundance or one of hardship and scarcity. With this book, you can improve your life and chart your own destiny in six short days.

This chapter is your wake-up call. Do you feel that you are maximizing your potential? Do you feel that you are living the life that you've always wanted? If you are financially frustrated, insecure, or just plain scared, you can feel financially secure and realize all of your dreams with a financial makeover.

Should I read this chapter? TRUE FALSE

1. I thought I would have a more fulfilled life
than I do right now. [] []

2. I think making money is the most important
goal to have. [] []

3. I don't know what it would take to have a
balanced life. [] []

4. I don't know why financial independence is a
worthwhile goal. [] []

5. I'd like to learn about the incredible opportunity I
have to improve my finances and my life through a
financial makeover. [] []

If you answered any of these questions TRUE, you should read this chapter.

What Is a Financial Makeover?

Maybe you're not sure what to expect from a financial makeover. That's fair. It's good to be a little skeptical. If you're familiar with fashion makeover, you know the successful ones don't stop with a facial or a new wardrobe. Successful makeovers require a total transformation — from head to toe and inside and out. Likewise, your financial makeover won't stop with just a budget or an investment plan. Your financial transformation will include all of the critical areas of your financial life — creating a spending and savings plan, protecting assets, investing wisely, risk management, insurance, estate planning, and much, much more.

Over the next six days, your financial makeover will strip away everything that is not working — maybe you're spending too much, sabotaging your own success, taking too much risk, not investing wisely, or leaving yourself and your loved ones financially exposed — and replace it with a solid foundation from which you can immediately start to see success and feel a sense of confidence. Your financial makeover will also maximize what you're already doing well. If you have powerful and inspiring goals, are saving diligently, and investing well, your Six-Day Financial Makeover will help you maximize and optimize your strengths.

I will walk with you, step by step, throughout the six-day transformation. Together we will turn the complexities of budgeting, investing, insurance, and estate planning into something understandable and practical. We're going to take the 'pie-in-the-sky" theories and turn them into bite-sized pieces that you can implement in your life immediately.

Do You Need a Financial Makeover?

Maybe you're not convinced you need a financial makeover. Are you nervous, frustrated, unsure, concerned, or just plain scared of your financial situation? Are you tired of feeling sick every time you think about investing, retirement planning, life insurance, estate planning, and paying the bills? What if I said you don't have to feel that way anymore? No, you won't get rich or magically accomplish all of your goals in six days, but The Six-Day Financial Makeover will help you feel better and more confident about your financial situation and provide practical steps that are easy to understand and will make a dramatic and immediate impact on your life. If you're still not convinced you need a financial makeover, take the short quiz below or online at www.SixDayFinancialMakeover.com to quickly determine how well you're really doing.

Financial Satisfaction Quiz

Name ---------------------------------------- Date ------------------------------
Circle the number that corresponds to how you feel today.

I feel negative and pessimistic about my future. 1 2 3 4 5 I feel extremely positive and optimistic
about my future.

I am not sure what I want to achieve or 1 2 3 4 5 I know exactly what I want out of life.
obtain in life.

I have no idea what it would take to 1 2 3 4 5 I have made plans and have developed
become financially independent. strategies to become financially
independent.

I feel that no matter what I do I won't be 1 2 3 4 5 I feel completely in charge of my success
able to get ahead. and my destiny.

I do not have a system in place to 1 2 3 4 5 I have a system in place to consistently save
consistently save and invest money each and invest money each month.
month.

I have never invested before, or if I have, I 1 2 3 4 5 I know the subtleties of investing and have
make decisions without having an overall an overall strategy for all of my
investment strategy. investments.

I am not sure if I would lose all of my 1 2 3 4 5 I feel...

Details zur Ausgabe

• Verlag: St. Martin's Griffin
• Erscheinungsdatum: 2007
• Sprache: Englisch
• ISBN 10: 0312377746
• ISBN 13: 9780312377748
• Einband: Taschenbuch
• Anzahl der Seiten: 304
• Kontakt zum Hersteller: Nicht verfügbar
• Verantwortliche Person: KreGa Onlinehandel GmbH; 4950000000000; info@krega-onlinehandel.de; ; Birkenweg 31; Brakel; 33034; Deutschland