Jason Vanclef

The Wealth Code 2.0

• Broschiertes Buch

Produktbeschreibung

Finalist, 2010 Independent Book Awards Praise for the First Edition "Vanclef utilizes his expertise as a financial planner and investment strategist to offer suggestions on how to invest wisely no matter the status of one's portfolio or the economic forecast. . . . Concrete economic suggestions for staying afloat." --"Kirkus Reviews" Praise for the Second Edition "I recommend this book to advisors, do-it-yourselfers, and those who want a different perspective on what your financial advisor should do with your hard-earned money. It was a greatly informative read and even though you would think the topic is dry, Jason makes it entertaining, interesting and sometimes laugh-aloud funny." --Matthew Halloran, MS, Certified Coach; President, Top Advisor Coaching; and author of "The Social Media Handbook for Financial Advisors" "In these uncertain times, everyone is looking for financial advice they can truly understand, thanks to the brilliant insights and wisdom of my friend Jason Vanclef. This book reveals a unique and powerful method to diversify risk and create cash flow, which can help your financial security with peace of mind now and in the years to come." --Vinay Kumar, CEO, KBR Capital Partners

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Produktdetails

• Verlag: Wiley
• Seitenzahl: 306
• Erscheinungstermin: 29. Januar 2013
• Englisch
• Abmessung: 229mm x 152mm x 17mm
• Gewicht: 446g
• ISBN-13: 9781119087014
• ISBN-10: 1119087015
• Artikelnr.: 42139410

Autorenporträt

Jason Vanclef (Santa Monica, CA) is a Financial Planner and strategist whose Asset Class Diversification model, taught in this book, is responsible for 97% of his clients--around 750 men and women--not only to weather the economic storm between October 2007 and March of 2009, but to make money. Vanclef specializes in the use of alternative investments such as oil/gas, commercial real estate, equipment leases, rare coins and so forth. He teaches the use of these investments alongside traditional ideas to build worst case scenario portfolio's for his clients as well as follow a more common sense viewpoint 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. Investment ideas the rich use often yet most people are unaware of. The Wealth Code: How the Rich Stay Rich in Good Times and Bad is a culmination of the years spent educating 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.

Inhaltsangabe

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 Diversification 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 Diversification 31
Inflation 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: Beneficiary 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