Bulls, Bears, & Basketball: Financial Planning for College Hoops Fans

Bulls, Bears, & Basketball: Financial Planning for College Hoops Fans

by Chuck Thoele


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In Bulls, Bears, and Basketball, financial planning veteran Chuck Thoele makes the case that average investors can learn a lot from their hardwood heroes. Guiding readers through the colorful history of NCAA basketball, Thoele draws parallels between some of the game's most dramatic moments and the must-know principles of building financial security. He tells of unstoppable teams, coaching geniuses, and glorious victories and relates them to essential lessons about investing, insurance, retirement, estate planning and more. Assess your team, scout the competition, perfect your offense, get tough on defense, and keep an eye on the clock as you chart your game plan for a financial championship!

Product Details

ISBN-13: 9781612541631
Publisher: Brown Books Publishing
Publication date: 02/01/2014
Pages: 264
Product dimensions: 6.00(w) x 9.00(h) x 0.55(d)

About the Author

Chuck Thoeleis a partner at the independent advisory firm of Robertson, Griege, and Thoele, based in Dallas. He is a Certified Financial Planner (CFP)TM, Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), with more than thirty years of broad experience in many aspects of financial planning and investing. Chuck is active in the Dallas community, having served on the boards of various non-profit organizations benefiting underprivileged children, the arts, and education. He is also an Indiana native, a graduate of Indiana University, and a die-hard college basketball fan.

Table of Contents

Pregame Warm-Up xiii

First Half

Chapter 1 Evaluating Your Team 3

Financial Planning Begins with a Look in the Mirror

Chapter 2 Scouting the Opponents 21

Sizing up the Forces that Stand between You and Your Financial Goals

Chapter 3 Devising a Game Plan 47

Essential Elements of Successful Financial Strategies

Chapter 4 Going on Offense 69

Accumulating Wealth in Your Investment Portfolio

Chapter 5 Defensive Formations 93

Protecting Your Financial Assets through Diversification and Insurance

Chapter 6 Sticking with the Game Plan 121

Keeping Sight of Your Goals through Challenges and Opportunities

Halftime 141

Chapter 7 Halftime adjustments 143

A Mid-Life Re-Assessment of Financial Needs and Goals

Second Half 163

Chapter 8 Playing Not to Lose in Retirement 165

Putting the Odds in Your Favor as You Make the Transition

Chapter 9 Last-Second Shots 189

Planning to Leave a Financial Legacy for Your Family

Chapter 10 overtime 209

Managing Your Finances during Old Age

Postgame Roundup 231

Being Your Own Superstar 233

An Uncertain Future 237

Readings for Hoops Fans 241

About the Author 243

What People are Saying About This

Troy Aikman

“Chuck Thoele cleverly weaves parallels between NCAA basketball—referencing real-life moments during games of play, unstoppable teams, and coaching geniuses—and essential lessons about investing. Having worked with RGT and Chuck for the past twenty-four years, I'm confident you'll find Bulls, Bears, & Basketball a valuable read.” --Troy Aikman, NFL Hall of Fame Quarterback

Mark Cuban

“Indiana University graduate Chuck Thoele, skillfully masters the art of teaching readers must-know principles to building financial security for life. By connecting two of his greatest loves—helping people manage their money and the annual NCAA Tournament known as March Madness—Bulls, Bears, & Basketball puts a refreshing spin on learning valuable information.” --Mark Cuban, Dallas Mavericks' owner, American businessman, and investor

Steve Alford

“In Bulls, Bears, & Basketball, Indiana University alum Chuck Thoele demonstrates in a unique and creative manner how the strategies and lessons learned in basketball competition can apply to personal financial management. He succeeds in instructing the reader in a decision-making process that can be easily understood, simple to apply, and entertaining at the same time.” --Steve Alford, Head Coach, UCLA Bruins Men's Basketball team

Customer Reviews