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The Wealth Code 2.0: How the Rich Stay Rich in Good Times and Bad
book

The Wealth Code 2.0: How the Rich Stay Rich in Good Times and Bad

by Jason Vanclef
January 2013
Beginner to intermediate
282 pages
7h 17m
English
Wiley
Content preview from The Wealth Code 2.0: How the Rich Stay Rich in Good Times and Bad

Contents

Preface

Acknowledgments

Introduction

Chapter 1: Freeing Your Estate from Conventional Thinking

An Unconventional Approach

In Summary

Chapter 2: The Best Portfolios Are Mixtures of Many Different Asset Classes

The Real Meaning of Portfolio Diversification

In Summary

Chapter 3: The Key to Protecting and Building Wealth in Good Times and Bad

General Practitioner versus Specialist

In Summary

Chapter 4: The Process of Wealth

Wealth Bucket 101

Buy Assets to Pay for Liabilities!

Fortune 400 Secret

Brokerisms

In Summary

Chapter 5: Leaks in the Bucket

Not Following Common Sense

Limited Investment Diversification

Inflation

Investment Fees

Income, Income, Income

Taxes

Poor Estate Planning

Poor Asset Protection

Liquidity

Summary: Leaks in the Bucket

Chapter 6: True Asset Class Diversification

The General Asset Classes

20,000-Foot Viewpoint on Money

Liquidity Leak Reexamined

Chapter 7: Foundations for Your Financial Table

Matching Beliefs to Your Asset Choices

Time and Real Assets

Direct Participation Programs

Accreditation of Investors

Commissions and Fees

Prioritization and Placement of Portfolio Investments

In Summary

Chapter 8: Building a Strong Financial Table

Step One: Know Yourself

Step Two: Liquidity Time Lines

Step Three: Income Needs

Step Four: Growth Needs

Step Five: Beneficiary Needs

Putting Together a Financial Plan

In Summary

Chapter 9: Life Insurance, Annuities, and How They Relate to Your Wealth Code

General Need for Life Insurance—Family Liabilities

Federal Estate ...

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Publisher Resources

ISBN: 9781118483817Purchase book