Am I Going to Be Okay?: Money: Timely Intelligence, Actionable Ideas, Answers to the Questions that Really Matter

by Patti Brennan

Overview

In Am I Going to be Okay?(And is Okay enough?) CERTIFIED FINANCIAL PLANNER™ Patti Brennan reveals her time-tested approach to answering these questions. Drawing on over three decades of experience, Patti tackles the most common worries, mistakes, and challenges facing many Americans irrespective of their age and number of zeros in their net worth. The book introduces a comprehensive process for creating a system that is tailored to your unique goals, resources and challenges. Readers will also learn powerful strategies that can accelerate progress.

With wisdom, empathy and humor, Patti offers practical strategies and tools for taking control of your financial life so you can focus on what matters most. You’ll discover how to maximize your resources, minimize your taxes, and make confident decisions that are right for you and the people you love.

Product Details

ISBN-13:	9798887500133
Publisher:	Forbes Books
Publication date:	11/26/2024
Sold by:	Barnes & Noble
Format:	eBook
Pages:	296
File size:	3 MB

About the Author

PATTI BRENNAN, CFP®, CFS, and CEO of Key Financial, Inc., is a globally recognized financial advisor known for her comprehensive services and unwavering commitment to her clients and community. In 1990, she founded Key Financial, growing the firm to manage over $2 billion in assets.

With a background in nursing from Georgetown University, Patti brings compassion to her work and strives to help clients feel secure and cared for like family. Patti's ability to communicate complex financial concepts in understandable terms has earned her recognition from Forbes, The Financial Times, and Barron's as one of the Top Advisors in America for nearly two decades. She serves on the boards of various institutions and nonprofits, and is a sought-after speaker at conferences throughout America and abroad.

Table of Contents

Introduction

Part 1. Strategies: Preparing for Takeoff
Chapter 1. The Four Keys for Life Financial Planning System, and the Secret Sauce
Chapter 2. The Six Key Force Multipliers: Riding the Tailwinds

Part 2. Tactics: Buckling Up, Dealing with Turbulence
Chapter 3. The Realities of Risk, Obvious and Obscure
Chapter 4. Leveraging Tactics for a Measure of Safety
Chapter 5. Taxes: Pain Is Inevitable, Suffering Is Optional
Chapter 6. The Unexpected and the Inevitable: Transferring Risks and Assuring a Seamless Inheritance for the People You Love

Part 3. Hijacks: Fifteen Mistakes People Make Over and Over Again
Chapter 7. 15 Mistakes People Make Over and Over Again

Conclusion

What People are Saying About This

From the Publisher

"Patti Brennan’s Am I Going to Be Okay? is the book I’ve been waiting for my entire adult life. She leads the reader effortlessly through the maze that is personal finance, one in which many of us, myself included, had long felt hopelessly lost. And, along with a treasure trove of crucial information, she gives us her own remarkable life story. She understands that the facts of a life, anyone’s life, are intricately interwoven with the facts about money, and how to manage it. It’s a book I’d never expected to read—a page-turner about personal finance. It’s a significant accomplishment."
— Michael Cunningham
Pulitzer Prize winning author of The Hours, Day, and others

"Money matters can be hard to grasp, especially when trying to plan a future that can, itself, be hard to grasp. One’s eyes cross. Patti Brennan’s clear and carefully considered guidelines provide a way to see and plan with calming foresight. She marshals her thirty years of experience to tell entertaining hands-on stories to make finance personal, meaningful, and fun."
— Ken Corbett, Ph.D.
Clinical Assistant Professor, New York University; author, Boyhoods: Rethinking Masculinities and A Murder Over a Girl: Gender, Justice, Junior High.

"Patti Brennan knows people and she knows money. This book is for every person who has ever worried about money. Written with compassion, common sense and humor, this book is the financial advisor everyone needs and it gives every reader the chance to understand the world of money and to do well in it."
— Amy Bloom
NY Times best-selling author, In Love, White Houses, Lucky Us, Away, and others

"Patti Brennan has written an extraordinary book: lively, practical, clear, and enormously helpful for anyone who has the need for financial planning. Her approach is client centered and outcome oriented. She focuses on client needs, and is able to quickly separate what is important from all the noise and jargon that surrounds most discussions of investing and financial planning. Whether you're a professional yourself, or simply someone who wants to know whether they'll 'be okay,' this book is for you."
— John Emerson
Vice Chairman, Capital International, Inc.

"In Am I Going to Be Okay? Patti Brennan guides readers through the complex world of personal finance with warmth, wisdom, and actionable advice. Drawing on her decades as one of Barron's top-ranked U.S. advisors, she goes beyond numbers to show how money is inextricably linked with our fears as well as our values, goals, and dreams. Whether you're just starting out or nearing retirement, Patti provides the tools and insights to navigate life's challenges with clarity and confidence. Her passion shines through as she empowers readers to make smart choices, build wealth, and create meaningful legacies. In a world where finances are a source of anxiety for nearly everyone, this book gives the reader reassurance and hope, proving that with the right plan, you will be more than okay."
— Susan Theder
Chief Marketing and Experience Officer, FMG Suite