Bill Wants a Boat: A Modern Family Journey through the Perils of Personal Finance

Bill Wants a Boat: A Modern Family Journey through the Perils of Personal Finance

by Antonio M Thewissen

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Overview

The perfect amusing storytelling read for anyone who wants to improve their personal finances - from teens and young adults, to experienced people looking for new money management tips.

The funny and relatable stories in this book use storytelling as an innovative and effective way to teach personal finance lessons. Bill, Penny, and Florin Shillington’s money anecdotes have been designed to teach and amuse at the same time. Bill is clueless with money but can’t wait to retire. His wife, Penny, has a strong plan but needs to keep cleaning Bill’s financial mess again and again. Their millennial son, Florin, has his own fresh take.

In each of the 21 short stories, readers will gain insight on a particular area of personal finance, including:


  • The difference between “good debt” and “bad debt”
  • The attributes of “earned income,” “portfolio income,” and “passive income,” and which one can enable you to quit your job
  • Why leasing a car sounds like a great deal but isn’t
  • That buying a yacht may put a dent on your retirement dreams (maybe you knew this one already?)
  • How to manage credit cards, reduce your tax bill, examine retirement plans, and much more!




Besides relatable anecdotes, the book includes footnotes with academic observations and definitions, and bulleted lists of financial pointers, with the short stories connecting to build a bigger story in which the characters develop and evolve as the book progresses.

COMPLETE LIST OF STORIES:



  1. THE OBLIVIOUS SAVER (on saving money)
  2. BILL WANTS A BOAT (on ‘good debt’ and ‘bad debt’)
  3. A LOW-SCORING GAME (on the credit score)
  4. DEBT FROM PLASTIC ISN’T FANTASTIC (on credit card debt)
  5. SHINY SLEIGH, EASY PREY (on predatory lenders and car loans)
  6. TO LEASE OR NOT TO LEASE (on lease vs buy)
  7. A STUDENT LOAN IN SHEEP’S CLOTHING (on student loans)
  8. A TALE OF TWO INSURANCE STRATEGIES (on insurance strategies)
  9. THE LOTTERY HOPEFUL (on thinking of lottery prizes as a retirement strategy)
  10. ONLY FOOLS GO ALL IN (on risky shares in the stock market)
  11. THE SUDDEN CASH AVALANCHE (on sudden cash windfalls)
  12. THE FIDUCIARY PRINTER SELLER (on the importance of fiduciary agents)
  13. THE TAX TAMER (on legal ways to reduce the tax bill)
  14. A TALE OF ANNUITIES, LONGEVITY, AND MONOPOLY (on annuities as a retirement vehicle)
  15. HOW WOULD YOU LIKE YOUR NEST EGGS? (on retirement accounts)
  16. THE PASSIVE BUT AGGRESSIVE INCOME (on the 3 types of income)
  17. THE UPSIZER REDEMPTION (on the credit card reward points)
  18. BILL VERSUS THE HOUSING MARKET (on the housing market)
  19. FLORIN THE MINIMALIST (on the financial benefits of minimalism)
  20. COMPOUNDING YOUR WAY TO RETIREMENT (on the power of compound interest)
  21. MONEY ISN’T EVERYTHING (on enjoying life)


Cover Artist: Hey Os! - Oswaldo Hernández Nonato

Product Details

ISBN-13: 9780648475804
Publisher: Jose Antonio Miranda Thewissen
Publication date: 01/15/2019
Pages: 170
Product dimensions: 5.00(w) x 8.00(h) x 0.39(d)

About the Author

Antonio M Thewissen is a true believer of three things: the power of financial literacy, the power of storytelling, and the power of comedy. After decades of witnessing, surviving, and even regretfully orchestrating (by selling credit cards while working for a bank) personal finance struggles of all shapes and magnitudes, he satirized his best (or worst!) stories in this book.

When Antonio isn't writing, he juggles a full-time marketing job, having fun with his family, and dreaming about an early retirement by the beach, in Sydney, Australia, where he currently lives.

Table of Contents

  • Preface ii
  • THE OBLIVIOUS SAVER 1
  • BILL WANTS A BOAT 7
  • A LOW-SCORING GAME 15
  • DEBT FROM PLASTIC ISN’T FANTASTIC 25
  • SHINY SLEIGH, EASY PREY 33
  • TO LEASE OR NOT TO LEASE 43
  • A STUDENT LOAN IN SHEEP’S CLOTHING 51
  • A TALE OF TWO INSURANCE STRATEGIES 57
  • THE LOTTERY HOPEFUL 65
  • ONLY FOOLS GO ALL IN 71
  • THE SUDDEN CASH AVALANCHE 81
  • THE FIDUCIARY PRINTER SELLER 89
  • THE TAX TAMER 95
  • A TALE OF ANNUITIES, LONGEVITY, AND MONOPOLY 103
  • HOW WOULD YOU LIKE YOUR NEST EGGS? 109
  • THE PASSIVE BUT AGGRESSIVE INCOME 117
  • THE UPSIZER REDEMPTION 125
  • BILL VERSUS THE HOUSING MARKET 131
  • FLORIN THE MINIMALIST 139
  • COMPOUNDING YOUR WAY TO RETIREMENT 145
  • MONEY ISN’T EVERYTHING 151
  • About the Author 157

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