WAYNE VON BORSTEL, CFP® ChFC, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts. 
 Von Borstel then continues the educational voyage, guiding us through the accumulation, transition and retirement phases of our financial life, explaining how core truths clarify and keep us aligned with our financial objectives. The principles outlined in the Estate Planning chapter can serve as a road map for avoiding the common mistakes that foster everything from family disputes to more tragic consequences. 
 The book is resplendent with case studies based on the author s real-life experiences, both rewarding and disappointing. While some readers may find the author's candor discomforting, von Borstel states, "I have never attended a funeral where people talked about the investment returns of the deceased. However, I have heard many funeral conversations asking why the deceased didn't have a will, life insurance, proper documents, or why they didn't put more aside for the family left behind. Planning is about people, pure and simple." 
Finally, von Borstel gives us a rare glimpse into the mind and heart of a financial professional dedicated to helping clients find serenity and purpose in life while creating a memorable legacy.

The Truth Project: Finding the Courage to Ignore Wall Street

Business & Money

Wayne von Borstel

Personal Finance

High 5 Communications

WAYNE VON BORSTEL, CFP® ChFC, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts.  Von Borstel then continues the educational voyage, guiding us through the accumulation, transition and retirement phases of our financial life, explaining how core truths clarify and keep us aligned with our financial objectives. The principles outlined in the Estate Planning chapter can serve as a road map for avoiding the common mistakes that foster everything from family disputes to more tragic consequences.  The book is resplendent with case studies based on the author s real-life experiences, both rewarding and disappointing. While some readers may find the author s candor discomforting, von Borstel states, I have never attended a funeral where people talked about the investment returns of the deceased. However, I have heard many funeral conversations asking why the deceased didn t have a will, life insurance, proper documents, or why they didn t put more aside for the family left behind. Planning is about people, pure and simple.  Finally, von Borstel gives us a rare glimpse into the mind and heart of a financial professional dedicated to helping clients find serenity and purpose in life while creating a memorable legacy.

Reference

Inside the Minds: The Invincibility Shield for Investors is the most authorative book ever written on the basics of prudent investing and portfolio management. This title features some of the country's most trusted financial advisors, who have each contributed chapters akin to objective, experience-related white papers or essays on the core issues surrounding investing. In an over-arching as well as in-depth presentation of the fundamentals, authors articulate the unspoken rules and the important issues governing investing now, and what will hold true into the future. From applicable strategies to building a sound portfolio, this book pulls readers through all facets of investing from beginning to end. The different niches represented and the varied perspectives presented enable readers to really get inside the great minds of financial advising and benefit from practical advice, as the experts go back to basics in a must-read for every individual investor.

The Invincibility Shield for Investors: Minimizing Losses, Maximizing Gains and Drafting a More Secure Financial Plan (Inside the Minds)

Inside the Minds Staff

Glenn G. Kautt

Job Hunting & Careers

Aspatore Books

See the best price to sell, buy, or rent books by Wayne von Borstel. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Wayne von Borstel