All the Rules Have Changed: What You Must Do to Succeed in the New Financial Reality

All the Rules Have Changed: What You Must Do to Succeed in the New Financial Reality

by Matthew Rettick


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All the Rules Have Changed: What You Must Do to Succeed in the New Financial Reality by Matthew Rettick

My goal is to help you understand the new financial reality we live in today and how it impacts you and your money. I want to share with you how you can embrace the true and proven way to get control of your finances and your life”one small step at a time, and once and for all. Successfully handling your finances is not complicated, and each of us can do it with the right commitment to get ahead. The economic landscape is different today, and the changes are here to stay. Whether you're single or married, sandwiched between caring for your children and your own parents, or on your own, you'll learn the right steps to take now. Throughout this book, I'll also provide sample worksheets and guides as well as essential documents and links to more in-depth, downloadable versions you can personalize for your needs.

Product Details

ISBN-13: 9780988557109
Publisher: CBTV Publishing
Publication date: 05/02/2013
Pages: 208
Product dimensions: 5.90(w) x 8.90(h) x 0.70(d)

About the Author

Matthew J. Rettick, the visionary and host of Checks and Balances TV, has committed the greater part of his adult life to educating consumers and financial professionals alike. He is an accomplished author, recognized educator, sought-after speaker, and advocate for personal finance and “longevity planning” for retirement. He strongly believes that financial education is the key to empowering consumers, and has educated and mentored thousands of consumers nationwide as well as countless industry professionals. Over the last two and a half decades, he has significant accomplishments in his career. He is regularly called upon by industry groups to speak to his fellow advisors as well as by the media to offer his perspective on financial topics to consumers. He was notably featured as the cover story in Senior Market Advisor where he was referred to as the “Man with the Plan.” He was also the financial expert for Nashville's News Channel 5, the local CBS affiliate, and has been featured on several national television programs.

Table of Contents

The Five Financial Truths 3

Introduction 5

Part I It's Time for Your Financial Wake-up Call

Chapter 1 Trapped: My Own Journey to Financial Freedom 13

Chapter 2 Taking a Stand: The Birth of Checks and Balances TV, and Your Source for Balanced Financial Advice 23

Chapter 3 Fasten Your Seatbelt: The New Financial Reality Has Arrived 33

Chapter 4 Stop Playing the Game: Discover Your Quality of Life Factor 43

Part II Your Next Move: The Checks and Balances Way to Financial Success

Chapter 5 Duped Into Debt: You Can Get Yourself Out 59

Chapter 6 Expect the Unexpected: Build an Emergency Fund Now! 75

Chapter 7 Start Saving for the Future: Retirement or Not, It Takes Money 85

Chapter 8 Become a Savvy Consumer: Negotiate Every Purchase You Make 107

Chapter 9 Invest Like a Pro: Grow Your Wealth Wisely While Reducing Taxes and Fees 117

Chapter 10 Stop Losing Money in the Market: Capture Your Gains with Indexed CDs, Annuities, and Universal Life Insurance 137

Chapter 11 Solving Longevity: How to Guarantee Your Money Lasts as Long as You Do! 149

Chapter 12 Insurance to the Rescue: Protect Your Lifestyle, Income, and Assets 167

Part III You Can Do It!

Chapter 13 Don't Go It Alone: Work With a True Financial Advisor 185

Chapter 14 Covering All the Bases: Legal Documents You Can't Live Without 197

Chapter 15 Get Started Today: Take Your First Steps Toward Financial Freedom 209

Epilogue: What Life Told Me One Day 218

Glossary 220

About the Author 226

Index 229

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