An Eye for Money: Understanding the Three Phases of Financial Life: Setting financial goals, managing investments, and estate planning for everyone - Couverture rigide

Phaup, John Paul

Couverture rigide

ISBN 10 : 1662959176 ISBN 13 : 9781662959172

Editeur : Gatekeeper Press, 2025

Synopsis

Printed in color for the best reading experience.

AN EYE FOR MONEY: Understanding the Three Phases of Financial Life: Setting Financial Goals, Managing Investments, and Estate Planning for Everyone offers a fresh, real-world approach to managing your financial life by organizing it into the three natural phases we all go through: building wealth (Accumulation), creating income in retirement (Income), and preserving and passing on assets (Distribution). Whether you're just starting out, preparing for retirement, or leaving a legacy, this book provides clarity and confidence to make sound financial decisions-no matter how the world changes around you.

With years of experience advising individuals, families, and institutions, John Paul (JP) Phaup delivers practical guidance on investing, setting financial goals, understanding risk, and protecting assets through thoughtful estate planning. His approachable style simplifies complex concepts without watering them down, making this an accessible guide for readers at any life stage or wealth level.

The book also offers valuable insights for highly compensated professionals and higher net worth individuals, covering topics like tax planning, charitable giving, and multi-generational wealth strategies.

Drawing from twenty-eight years in wealth management, charitable strategy, and financial education, JP shares a grounded, practical roadmap to lasting financial well-being. If you're looking to build a secure financial future with confidence, AN EYE FOR MONEY belongs on your shelf.

A propos du livre

À propos de l'auteur

John Paul (JP) Phaup served as managing director-investments with Wells Fargo Advisors in McLean, Virginia, where he focused on wealth management for twenty-eight years.

Over the course of his career, he has worked with a wide range of clients and conducted hundreds of seminars and lectures on financial planning and executive wealth management for the public, corporations, and government agencies.

Phaup also served as chairman of the investment committee for the George Mason University Foundation and was an adjunct professor of finance at George Mason University. In 2009, he was honored as Mason's Alumnus of the Year.

He earned his BA in public affairs from the University of Southern California and his MBA from George Mason University. He and his wife live in Tysons Corner, Virginia. His is also the author of Agencies of Cash Flow: How to Raise and Invest Long-Term Money for Foundations and Endowments (2021).

Détails de l'édition

• Éditeur: Gatekeeper Press
• Date d'édition: 2025
• Langue: anglais
• ISBN 10: 1662959176
• ISBN 13: 9781662959172
• Reliure: Relié
• Nombre de pages: 304
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible