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Fire the Fees: Be Your Own Financial Advisor Build a Professional Investment Plan with AI - the DIY Guide for Everyday Investors - Softcover

Quesada, Dr Jose

 
9798187708512: Fire the Fees: Be Your Own Financial Advisor Build a Professional Investment Plan with AI - the DIY Guide for Everyday Investors
Softcover
ISBN 13: 9798187708512
Verlag: Independently published, 2026

Inhaltsangabe

THE DIY INVESTOR'S GUIDE
Why pay 1% a year for a template?
A good Investment Policy Statement is the plan professionals use to invest, withdraw,
and manage money for life. You don't need to hand over a slice of your savings every
year to get one. With today's Al tools and this book, you can build a professional-grade
plan yourself - in a weekend.

INSIDE THIS BOOK
• Copy-paste prompts to build every section with ChatGPT or Claude
• The exact inputs to gather - and how to organize them with Al
• How to make Al do the math - allocations, withdrawals, projections - and check it
• All fourteen sections a complete IPS should contain
• Complete example plans for every stage of life

"Keep the plan. Keep the fee."

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Verlag
Independently published
Erscheinungsdatum
2026
Sprache
Englisch
ISBN 13 
9798187708512
Einband
Taschenbuch
Anzahl der Seiten
82
Kontakt zum Hersteller
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