Driven by Purpose (eBook)

32 Remarkable Stories about Growing Your Wealth and Leaving a Transformational Legacy

Ryan Fraser (Autor)

eBook Download: EPUB

2020
198 Seiten
Distributed By Ingram Spark (Verlag)
978-1-988344-23-2 (ISBN)

Infos

What do camping trips, meteorites, museums, and "Jurassic Park" all have in common? Surprisingly, stories on these topics and many more are light and accessible entrees into the more serious subjects of estate planning and financial planning.In thirty-two short chapters—each one based on a client's personal story or an anecdote from the author himself— "Driven by Purpose" shows you the possibilities for growing your wealth and making a real impact through the legacy you plan to leave.--Helps align your financial and estate planning with your personal values.--Features dozens of strategies for leaving a lasting legacy and using charitable giving to make a transformational impact on the causes and organizations you support.--Guides you towards finding financial solutions that fit your specific needs.--Covers a wide range of topics to help you minimize tax while accomplishing your financial and charitable goals.--Filled with real, personal stories that will inspire you to get your affairs in order and incorporate philanthropy into your financial and estate planning.Estate planning can be a challenging process, but this book brings some fun to this complex topic, simplifying it and empowering you to make decisions and plans that are right for you.And if stories about pirates and ghosts, bird sanctuaries, and the Great Pumpkin aren't intriguing enough, "Driven by Purpose" reveals five easy ways to destroy your wealth, what to do when your brain won't let you retire, and asks the provocative question, just how long is forever?Discover how easy it can be to incorporate philanthropy into your financial and estate planning—and take control of your wealth, your life, and your legacy.

Inhalt

Preface

Part 1: Owning Your Legacy with Style

1. The Man Who Won It All, and Then Gave It All Away


2. Anna, the Ultimate Secret Santa


3. The Wisdom of Stella


4. Keeping the Lights on, Instead of Putting Your Name in Lights


5. The Bonds of Family


6. Two Veterans Who Gave Birth to a Museum

Part 2: Protecting Your Legacy

1. How the Queen and Prince Left Their Kingdoms in Shambles


2. Pirates, Ghosts, and Life Insurance


3. Would You Let a Brain Surgeon Fix Your Car?


4. What Happens If Your Kid Gets Struck by a Meteorite?


5. The Greatest Gift You Can Give Is Being Prepared


6. How to Avoid a Family War


7. Harry the Waiter


8. How to Delicately Cover Your Assets with a POA

Part 3: Building Wealth to Create Your Legacy

1. Grow Your Wealth by Giving It Away


2. The Baker and the Roller Coaster


3. I Can See the Future from Here!


4. Jim’s Pension and Jurassic Park


5. A Hard Lesson


6. A Values-driven Approach to Growing Wealth


7. Five Easy Ways to Destroy Your Wealth


8. When Your Brain Won’t Let You Retire

Part 4: Creating a Legacy of Philanthropy

1. Birds of a Feather: Supporting the Right Kind of Charitable Organization for You


2. Holy Expenses, Batman!


3. Just How Long Is Forever?


4. The Most Fun I Have Ever Had Building a Financial Plan

Part 5: My Own Life and Legacy

1. My Two Grannies


2. The Great Pumpkin: A Story About Mental Health


3. How My Mom’s Death Made Me a Better Financial Planner


4. Life Goes On


5. Back-Country Camping, Procrastination, and Planning


6. The Charitable Gifts in My Own Estate

Epilogue: Our Most Important Legacy

Produkt-Details

• Erscheint lt. Verlag: 2.1.2020
• Sprache: englisch
• Themenwelt: Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse
• Themenwelt: Sachbuch/Ratgeber ► Gesundheit / Leben / Psychologie ► Lebenshilfe / Lebensführung
• Themenwelt: Wirtschaft ► Allgemeines / Lexika
• Schlagworte: Charitable Giving • Estate Planning • Financial Planning • philanthropy • retirement planning • Wealth Management
• ISBN-10: 1-988344-23-9 / 1988344239
• ISBN-13: 978-1-988344-23-2 / 9781988344232