Why Smart People Do Stupid Things with Money

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Overview

Featuring Bert Whitehead, M.B.A., J.D., Why Smart People Do Stupid Things with Money is a holistic approach to financial planning. In it, Whitehead addresses common mistakes people make prohibiting them from achieving financial freedom. The DVD provides over 40 tips to assist consumers in their decision making relating to saving, investing, and spending their money. Learn the four main causes of financial dysfunction and how personality influences financial decisions. Why Smart People Do Stupid Things with Money ...
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More About This Product

Overview

Featuring Bert Whitehead, M.B.A., J.D., Why Smart People Do Stupid Things with Money is a holistic approach to financial planning. In it, Whitehead addresses common mistakes people make prohibiting them from achieving financial freedom. The DVD provides over 40 tips to assist consumers in their decision making relating to saving, investing, and spending their money. Learn the four main causes of financial dysfunction and how personality influences financial decisions. Why Smart People Do Stupid Things with Money addresses common pitfalls many people face in their financial life including: Should you pay off your mortgage? Should you save for college? And should you trust a financial advisor? Nationally-renowned tax attorney, fee-only financial planner and host, Bert Whitehead’s answers may surprise you! Whitehead offers substantial data to support his winning financial strategies and says, "Financial planning is more complicated today because there are more options. Many people are baffled, dissatisfied and distrustful of the information they receive." Bert Whitehead is a pioneer in the field of fee-only financial planning, in which the advisor is paid a fee directly by the client, rather than a third-party commission, the advisor is able to provide more objective, client-specific advice. As a fee-only financial advisor for over 35 years, working with physicians, executives, and other professionals, he’s now able to share his tax-efficient strategies to building wealth with the masses in this 4-part, 80-minute program.
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Special Features

Maximizing Your Retirement Portfolio; Gaining the Greatest Tax Advantage Through Charitable Giving
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Product Details

  • Release Date: 7/17/2007
  • UPC: 796539025668
  • Original Release: 2007
  • Source: Dptv Media
  • Sound: Dolby Digital Stereo
  • Time: 1:20:00
  • Format: DVD

Cast & Crew

Performance Credits
Bert Whitehead Performer
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Menu

Disc #1 -- Why Smart People Do Stupid Things With Money
   Play Program
   Donor-Advised Funds
   Road to Retirement
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