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

Overview

You entrusted your financial security to the "experts," and now you're wondering what it'll take to dig out from the economic crisis—and their advice—and get back on your feet. You were told that your retirement savings were in good hands—until they disappeared down the black hole created by Wall Street bankers.

Sound familiar? You're in good company—many investors share your pain. And, like them, you simply can't afford to let yourself get suckered in again. But who can you ...

See more details below
Available through our Marketplace sellers.
Other sellers (Hardcover)
  • All (8) from $2.13   
  • Used (8) from $2.13   
Close
Sort by
Page 1 of 1
Showing All
Note: Marketplace items are not eligible for any BN.com coupons and promotions
$2.13
Seller since 2009

Feedback rating:

(7224)

Condition:

New — never opened or used in original packaging.

Like New — packaging may have been opened. A "Like New" item is suitable to give as a gift.

Very Good — may have minor signs of wear on packaging but item works perfectly and has no damage.

Good — item is in good condition but packaging may have signs of shelf wear/aging or torn packaging. All specific defects should be noted in the Comments section associated with each item.

Acceptable — item is in working order but may show signs of wear such as scratches or torn packaging. All specific defects should be noted in the Comments section associated with each item.

Used — An item that has been opened and may show signs of wear. All specific defects should be noted in the Comments section associated with each item.

Refurbished — A used item that has been renewed or updated and verified to be in proper working condition. Not necessarily completed by the original manufacturer.

Good
Only lightly used. Book has minimal wear to cover and binding. A few pages may have small creases and minimal underlining. Book selection as BIG as Texas.

Ships from: Dallas, TX

Usually ships in 1-2 business days

  • Canadian
  • International
  • Standard, 48 States
  • Standard (AK, HI)
  • Express, 48 States
  • Express (AK, HI)
$2.38
Seller since 2006

Feedback rating:

(62404)

Condition: Good
Former Library book. Shows some signs of wear, and may have some markings on the inside. 100% Money Back Guarantee. Shipped to over one million happy customers. Your purchase ... benefits world literacy! Read more Show Less

Ships from: Mishawaka, IN

Usually ships in 1-2 business days

  • Canadian
  • International
  • Standard, 48 States
  • Standard (AK, HI)
  • Express, 48 States
  • Express (AK, HI)
$2.38
Seller since 2006

Feedback rating:

(62404)

Condition: Very Good
Great condition for a used book! Minimal wear. 100% Money Back Guarantee. Shipped to over one million happy customers. Your purchase benefits world literacy!

Ships from: Mishawaka, IN

Usually ships in 1-2 business days

  • Canadian
  • International
  • Standard, 48 States
  • Standard (AK, HI)
  • Express, 48 States
  • Express (AK, HI)
$3.00
Seller since 2014

Feedback rating:

(512)

Condition: Good
2013 Hardcover Good There is little writhing on the first page.

Ships from: san francisco, CA

Usually ships in 1-2 business days

  • Canadian
  • International
  • Standard, 48 States
  • Standard (AK, HI)
  • Express, 48 States
  • Express (AK, HI)
$6.39
Seller since 2014

Feedback rating:

(13)

Condition: Good
2013 Hardcover Good Connecting readers with great books since 1972. Used books may not include companion materials, some shelf wear, may contain highlighting/notes, and may not ... include cd-rom or access codes. Customer service is our top priority! Read more Show Less

Ships from: McKinney, TX

Usually ships in 1-2 business days

  • Standard, 48 States
  • Standard (AK, HI)
  • Express, 48 States
  • Express (AK, HI)
$13.28
Seller since 2014

Feedback rating:

(205)

Condition: Like New
Fine The dust jacket is clean and undamaged. Pages are clean. Boards are solid, and spine is square and tight. All items guaranteed, and a portion of each sale supports social ... programs in Los Angeles. Ships from CA. Read more Show Less

Ships from: Marina Del Rey, CA

Usually ships in 1-2 business days

  • Canadian
  • Standard, 48 States
  • Standard (AK, HI)
  • Express, 48 States
  • Express (AK, HI)
$21.99
Seller since 2010

Feedback rating:

(39)

Condition: Like New
appears unused, excellent!

Ships from: Riverview, FL

Usually ships in 1-2 business days

  • Standard, 48 States
  • Standard (AK, HI)
$22.99
Seller since 2015

Feedback rating:

(61)

Condition: Good
Buy with Confidence. Excellent Customer Support. We ship from multiple US locations. No CD, DVD or Access Code Included.

Ships from: Fort Mill, SC

Usually ships in 1-2 business days

  • Standard, 48 States
Page 1 of 1
Showing All
Close
Sort by

Overview

You entrusted your financial security to the "experts," and now you're wondering what it'll take to dig out from the economic crisis—and their advice—and get back on your feet. You were told that your retirement savings were in good hands—until they disappeared down the black hole created by Wall Street bankers.

Sound familiar? You're in good company—many investors share your pain. And, like them, you simply can't afford to let yourself get suckered in again. But who can you trust? Who can you turn to for straight answers about how to protect your assets from the clutches of fast-talking advisers who can't wait to line their pockets with your hard-earned cash?

In this thoroughly revised and expanded edition of his critically acclaimed guide to staying rich in good times and bad, financial planner and investment strategist Jason Vanclef gives you the straight answers and solid solutions you need to take charge of your own financial future. And he takes a well-earned poke or two at Wall Street in the process.

From an analysis of the downside of conventional thinking to the secrets of the Fortune 400, from diversification tactics for building a solid financial blueprint to estate and income tax planning and improving returns on investments, Vanclef covers all the bases. He provides expert tips on using "alternative" investments such as real estate, oil and gas, collateralized notes, equipment, bullion and collectibles in combination with traditional investments to potentially provide greater stability for ones financial portfolio. And he delivers:

  • A comprehensive, easy-to-understand and -use plan for maximizing your investments by focusing on improving cash flow while simultaneously reducing income tax
  • The reasons why True Asset Class Diversification is, in his opinion, the best, most reliable way to build a solid financial foundation for a secure future
  • The unvarnished truth about "tried and true" Wall Street practices and why stocks and bonds are not the answer for retirement "peace of mind"—and which investment vehicles are
  • Sobering insights into life insurance and Variable/Fixed/Index Fixed annuities that agents will rarely tell you about
  • Priceless tips on whether or not to pay off your home, contribute to a retirement account, or pay cash for a car and how to build your wealth more efficiently
  • Expert advice on how to diversify into oil and gas, equipment, notes, real estate, bullion, and collectibles the way the super-rich do—information that Wall Street doesn't want you to have
  • Get the lowdown on advanced income tax reduction strategies, discounted Roth IRA conversions, and asset protection techniques that can help protect your hard earned wealth.

The thoroughly revised and expanded edition of the book that critics are calling the first true investing book for the "new normal," The Wealth Code 2.0 is an indispensable financial survival guide for the twenty-first century.

Read More Show Less

Product Details

  • ISBN-13: 9781118483367
  • Publisher: Wiley
  • Publication date: 1/29/2013
  • Edition number: 1
  • Pages: 304
  • Product dimensions: 6.30 (w) x 9.00 (h) x 1.10 (d)

Meet the Author

Jason Vanclef is a financial planner and strategist and the mastermind behind the unique Wealth Code Asset Class Diversification model used by his firm to help their clients better defend against the economic storm of 2007—2008 and potentially provide more "peace of mind" for future tough economic conditions that consistently ravage retirement goals. As a national mentor and speaker to successful financial advisors around the country, Vanclef trains finance professionals in his strategies for building worst-case-scenario portfolio's for their clients and in taking a more commonsense approach to the economy and what lies ahead. Education is the core of his diversification model and he spends the majority of his time teaching current clients about the various investment ideas and how they relate to each other. The Wealth Code 2.0: How the Rich Stay Rich in Good Times and Bad is the culmination of his years spent teaching his clients through stories to simplify very complex investment strategies and concepts that have allowed the informed rich to stay rich in these tumultuous times.

Read More Show Less

Table of Contents

Preface xi

Acknowledgments xiii

Introduction xvii

Chapter 1 Freeing Your Estate from Conventional Thinking 1

An Unconventional Approach 2

In Summary 3

Chapter 2 The Best Portfolios Are Mixtures of Many Different Asset Classes 5

The Real Meaning of Portfolio Diversifi cation 6

In Summary 9

Chapter 3 The Key to Protecting and Building Wealth in Good Times and Bad 11

General Practitioner versus Specialist 11

In Summary 15

Chapter 4 The Process of Wealth 17

Wealth Bucket 101 19

Buy Assets to Pay For Liabilities! 21

Fortune 400 Secret 23

Brokerisms 25

In Summary 27

Chapter 5 Leaks in the Bucket 29

Not Following Common Sense 30

Limited Investment Diversifi cation 31

Infl ation 35

Investment Fees 42

Income, Income, Income 49

Taxes 51

Poor Estate Planning 55

Poor Asset Protection 57

Liquidity 59

Summary: Leaks in the Bucket 61

Chapter 6 True Asset Class Diversification 63

The General Asset Classes 63

20,000 Foot Viewpoint on Money 72

Liquidity Leak Reexamined 87

Chapter 7 Foundations for Your Financial Table 91

Matching Beliefs to Your Asset Choices 91

Time and Real Assets 93

Direct Participation Programs 94

Accreditation of Investors 96

Commissions and Fees 99

Prioritization and Placement of Portfolio Investments 101

In Summary 103

Chapter 8 Building a Strong Financial Table 105

Step One: Know Yourself 106

Step Two: Liquidity Time Lines 108

Step Three: Income Needs 113

Step Four: Growth Needs 120

Step Five: Benefi ciary Needs 125

Putting Together a Financial Plan 127

In Summary 142

Chapter 9 Life Insurance, Annuities, and How They Relate to Your Wealth Code 143

General Need for Life Insurance—Family Liabilities 144

Federal Estate Taxes 146

Annuities 149

Index Universal Life and Index Fixed Annuities 150

MVA versus Non-MVA Annuities and Why You Need to Know This 152

In Summary 153

Conclusion: Time to Take Action! 155

Appendix A: Case Studies 159

Appendix B: Different Investment Asset Classes 185

Appendix C: Discounted Roth Conversions 243

Appendix D: 1031 Real Estate Exchanges 265

About the Author 275

Index 277

Read More Show Less

Customer Reviews

Be the first to write a review
( 0 )
Rating Distribution

5 Star

(0)

4 Star

(0)

3 Star

(0)

2 Star

(0)

1 Star

(0)

Your Rating:

Your Name: Create a Pen Name or

Barnes & Noble.com Review Rules

Our reader reviews allow you to share your comments on titles you liked, or didn't, with others. By submitting an online review, you are representing to Barnes & Noble.com that all information contained in your review is original and accurate in all respects, and that the submission of such content by you and the posting of such content by Barnes & Noble.com does not and will not violate the rights of any third party. Please follow the rules below to help ensure that your review can be posted.

Reviews by Our Customers Under the Age of 13

We highly value and respect everyone's opinion concerning the titles we offer. However, we cannot allow persons under the age of 13 to have accounts at BN.com or to post customer reviews. Please see our Terms of Use for more details.

What to exclude from your review:

Please do not write about reviews, commentary, or information posted on the product page. If you see any errors in the information on the product page, please send us an email.

Reviews should not contain any of the following:

  • - HTML tags, profanity, obscenities, vulgarities, or comments that defame anyone
  • - Time-sensitive information such as tour dates, signings, lectures, etc.
  • - Single-word reviews. Other people will read your review to discover why you liked or didn't like the title. Be descriptive.
  • - Comments focusing on the author or that may ruin the ending for others
  • - Phone numbers, addresses, URLs
  • - Pricing and availability information or alternative ordering information
  • - Advertisements or commercial solicitation

Reminder:

  • - By submitting a review, you grant to Barnes & Noble.com and its sublicensees the royalty-free, perpetual, irrevocable right and license to use the review in accordance with the Barnes & Noble.com Terms of Use.
  • - Barnes & Noble.com reserves the right not to post any review -- particularly those that do not follow the terms and conditions of these Rules. Barnes & Noble.com also reserves the right to remove any review at any time without notice.
  • - See Terms of Use for other conditions and disclaimers.
Search for Products You'd Like to Recommend

Recommend other products that relate to your review. Just search for them below and share!

Create a Pen Name

Your Pen Name is your unique identity on BN.com. It will appear on the reviews you write and other website activities. Your Pen Name cannot be edited, changed or deleted once submitted.

 
Your Pen Name can be any combination of alphanumeric characters (plus - and _), and must be at least two characters long.

Continue Anonymously

    If you find inappropriate content, please report it to Barnes & Noble
    Why is this product inappropriate?
    Comments (optional)