Own Your Future
Advantage Media Group (Verlag)
978-1-64225-088-6 (ISBN)
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You don’t have to be wealthy to start managing wealth; you can start growing it now from right where you stand. Too many people don’t understand the roles and responsibilities of financial advisors or financial planners and therefore fail to take advantage of opportunities to grow their wealth.
Some financial advice books are too complicated, and others are a little too basic, but this book aims to give you the tools and education to think properly about your money, to identify who should be on your financial team, and to offer insights into what each of them should deliver.
Wealth management can be complicated, but it doesn’t have to be. Echo Huang is a rare find when it comes to wealth management. She advocates for more women to get into the wealth management industry as well as for people to start financial planning at much younger ages. In her book, you’ll discover: · How to simplify financial planning · How to create your financial independence day · 5 Steps to bullet proof your investment portfolio · How to create a money management dream team · Tax strategies, estate planning, long term care and charitable giving strategies that generate more wealth for you · What things to think about if you are an immigrant managing your portfolio in the U.S.
Own Your Future is the story of how a poor immigrant came to live the American dream and how you can too. It’s a story of dreams manifested as a result of the guidance offered by the author’s seven core principles: daring to dream, being adaptable, respecting education, setting goals, utilizing smart and deliberate planning to achieve success, seizing opportunities when they arise, and benefiting from the wisdom of others.
Based on the author’s twenty-five years of experience in the trenches, not just of investment management but also of private and public accounting, this book educates the reader about wealth management and offers useful tools that can be used to make our financial lives more organized.
Echo Huang pulls back the curtain on the wealth management profession as a whole and shows you how to make it work for you, as well as whom and what to trust, who should be on your team, and how they should be working together in a holistic way to help you reach your financial independence day.
ECHO HUANG, President and founder of Echo Wealth Management, left China at age twenty to cross the ocean with just $800 in her pocket and a yearning for adventure in her mind. Her courage and positive attitude fueled her journey through the business world over the next twenty years. She gained experience working in financial planning at firms both large and small in Minnesota for about fifteen years before launching Echo Wealth Management in 2015. Her passion now is helping people build the financial confidence to pursue their passions and dreams. Echo competes in pro-am ballroom dancing at the silver level, plays piano, practices yoga, and is a voracious reader. She also enjoys traveling around the world with her daughter, Nina. They live in Plymouth with their petite goldendoodle, Luna.
FOREWORD INTRODUCTION Echoes of China Adapting in America Wealth Management Can Be Complicated (But Doesn’t Have to Be) Overcoming Behavioral Biases Financial Independence Day Five Steps to a Solid Investment Plan Your Dream Team Tax Strategies Estate Planning Long-Term Care Charitable Giving Final Thoughts ACKNOWLEDGMENTS ABOUT THE AUTHOR CONNECT WITH ECHO
| Erscheinungsdatum | 19.03.2020 |
|---|---|
| Verlagsort | Charleston |
| Sprache | englisch |
| Maße | 160 x 236 mm |
| Themenwelt | Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse |
| Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung | |
| Wirtschaft ► Volkswirtschaftslehre ► Finanzwissenschaft | |
| ISBN-10 | 1-64225-088-0 / 1642250880 |
| ISBN-13 | 978-1-64225-088-6 / 9781642250886 |
| Zustand | Neuware |
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