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The Secrets of Successful Financial Planning: Inside Tips from an Expert Kindle Edition

by Dan Gallagher (Author) Format: Kindle Edition
4.2 4.2 out of 5 stars 33 ratings
See all formats and editions
Take charge of your finances with little-known advice from a financial expert.
**Catholic Writers Guild Seal of Approval**

There are six interrelated segments to a complete financial plan: Cash & Budget Planning, Insurance & Risk Management, Tax Management, Retirement Planning, Investment Planning, and Estate Planning. What aspects of the financial plan require sophisticated planning by a professional, and what can savvy, well-educated consumers handle themselves? The Secrets of Successful Financial Planning empowers readers to take charge of their financial present and future, regardless of where they are financially, by presenting technical jargon in a way that’s easy to understand. Here is sage advice and insider information known to the very few:
  • Written for DIYers and those needing to select or understand advisors
  • Useful for new savers up to mid-retirees
  • 30 dramatic true stores of client triumphs and tragedies—no dull case studies
  • Unbiased perspective is neither insurance nor investment skewed, and provides industry secrets
  • Access via author website to customizable spreadsheets and more
Here is sage advice and insider information known to the very few. For example, consumers buy more long-term care insurance than they need because their advisors are forbidden to show them alternative or supplemental strategies. They buy one large life policy when best-practice analysis usually would find need for two smaller, distinctive types. They get recommendations for annuity, insurance, and investment replacement, but how can they be certain the answers they get are unbiased? Author Dan Gallagher provides advice and counsel that will help readers set the stage for financial security for themselves and their families. He shares what you can do yourself and when you need a pro’s help.
 
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  1. Print length
    306 pages
  2. Language
    English
  3. Sticky notes
    On Kindle Scribe
  4. Publisher
    Skyhorse
  5. Publication date
    25 September 2018
  6. File size
    3733 KB
  7. Page Flip
    Enabled
  8. Word Wise
    Enabled
  9. Enhanced typesetting
    Enabled
  10. See all details
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Product description

Review

“From Monte Carlo analysis and portfolio theory to tax strategies and economics, Gallagher puts it all in everyday language for practical use. Secrets of Successful Financial Planning can help almost anyone bring efficiency to their financial planning, a huge benefit to readers. SSFP is strongly recommended.” —Arthur B. Laffer, PhD, father of supply-side economics, economic advisor to two presidents

“Clear and actionable explanations, dramatic human-interest accounts, balanced and rare financial insight . . . Secrets of Successful Financial Planning is an enlightening and powerful help to those of any age, even if they think their finances and strategies are optimized . . . a must-read!” —Harry S. Dent Jr., author of Zero Hour

“Dan Gallagher offers a pleasurable read as well as a broad perspective on financial planning that is often kept close to the vest by others. Secrets of Successful Financial Planning is a ‘must read’ and a useful tool that facilitates understanding this opaque area.” —Robert V. Cornish Jr., FINRA Arbitrator and EB-5 Securities Roundtable member

“Dan Gallagher’s Secrets of Successful Financial Planning provides an amazing amount of practical wisdom and realistic planning tips. Follow his smart advice and your road to financial security will be clear.” – Stephan R. Leimberg, publisher of Leimberg Information Services, Inc., author of the Tools and Techniques series

"[SSFP] is in-depth, everything a DIYer needs to know to get their financial lives into shape! . . . A big takeaway for me was his advice on choosing the right planner. . . . I strongly recommend reading." —Tyler Hastings, personal finance blogger, Great ExperiCents

About the Author

Dan Gallagher, MBA, CFP, has been a financial planner for over thirty years, and has provided retirement building seminars and written extensively on the topic for the trade and the general public. He lives in Charlotte, NC.

Product details

  • ASIN ‏ : ‎ B06XCJMSZS
  • Publisher ‏ : ‎ Skyhorse (25 September 2018)
  • Language ‏ : ‎ English
  • File size ‏ : ‎ 3733 KB
  • Text-to-Speech ‏ : ‎ Enabled
  • Screen Reader ‏ : ‎ Supported
  • Enhanced typesetting ‏ : ‎ Enabled
  • X-Ray ‏ : ‎ Enabled
  • Word Wise ‏ : ‎ Enabled
  • Sticky notes ‏ : ‎ On Kindle Scribe
  • Print length ‏ : ‎ 306 pages
  • Page numbers source ISBN ‏ : ‎ 151072530X
  • Customer Reviews:
    4.2 4.2 out of 5 stars 33 ratings

About the author

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Dan Gallagher

Dan Gallagher

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Dear Reader-friends: Ignore ratings/reviews that are

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A description of "Writing Style" is at the Buy Page for Ancient of Genes. Below is a summary bio:

Dan graduated from Virginia Military Institute (1981), third among Economics majors, simultaneously completing the Modern Languages curriculum. He served in the Infantry, then as a reservist in a Special Forces support role, next as a Training Company Commander and later in a classified Army Research Institute role. Dan completed his Master of Business Administration at William & Mary (1986). He and wife Laura married in 1988, loved raising their four children, and assisted both Boy and Girl Scouting through their church.

During his practice (retired Dec 2017) Dan’s professional designations included: Chartered Financial Consultant & Chartered Life Underwriter (1989), Certified Financial Planner® (1992) and Certified Business Intermediary (2002).

Dan’s thirty-year financial practice encompassed group and individual benefits, money management, financial plans, business valuation & brokerage, commercial realty and – often very personal – counseling. Dan has given numerous seminars at major employers and other entities, is the author of a novel, a licensing manual, and numerous articles in journals such as Virginia Lawyers Weekly, Financial & Estate Planning and Charlotte Ventures. Dan’s fiction and narrative nonfiction have been published by Skyhorse Publishing, Millhaven Press, Creative Loafing, NFAA Archery, AncientProphecies Press, Superversive Press and StoriesAmazing. The Secrets of Successful Financial Planning was awarded the CWG Seal of Approval in 2019. His novel, Ancient of Genes, won FIRST PRIZE in the prestigious Reader's Favorite 2022 Awards (besting 30p+ competitors in-genre), two 2022 CMA Book Awards, and its TV series proposal was a finalist for the British/International "Page Turner Award" along with another work, $ecret$ (see Dan's website for details).

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4.2 out of 5 stars
4.2 out of 5
33 global ratings

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Ronaldo Yee
5.0 out of 5 stars A helpful guide that everyone needs
Reviewed in the United States on 3 September 2021
Verified Purchase
We all know that financial planning is important. The question is, how do we plan for our finances well? This book covers everything you need to know about financial planning, including financial planning for buy a house, retirement and others. It even guides you on how you can manage your taxes (sounds like a tax textbook, but for yourself!), and what types of insurance coverage you should purchase. An all-in-one comprehensive guide you should read because you should start early so that you can plan your finances well
One person found this helpful
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Corky
5.0 out of 5 stars Lots of Useful Insight
Reviewed in the United States on 29 June 2019
Verified Purchase
I was looking for some financial advice and came across this book. I think Mr. Gallagher has put together must read for people who are either new to this kind of planning or need to fortify what they have done. Well organized, clear concise information here. Not a get rich quick kind of book just solid common sense and useful information. I say it's more than worth the money to beef up your planning. Just get one and then also give one to your young adult children.
2 people found this helpful
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Amazon Customer
5.0 out of 5 stars excellent practical advice
Reviewed in the United States on 29 December 2019
Verified Purchase
The book was an easy read, even for a novice, and the excellent advice was accompanied by the real life anecdotes that illustrate the key points and brings the advice to life.
I would highly recommend this book as essential to anyone who wants to avoid major financial pitfalls that can occur to even the most intelligent individuals.
One person found this helpful
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M. Shanley
5.0 out of 5 stars A clear comprehensive financial bible
Reviewed in the United States on 25 June 2019
Verified Purchase
This book gives valuable financial advice whether you are just beginning a career or looking at an estate plan. The clever anecdotes throughout the book should help the reader avoid financial blunders. I wish I had this book when I was 22.
One person found this helpful
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Amazon Customer
5.0 out of 5 stars As promised, new information for financial planning!
Reviewed in the United States on 21 June 2019
Verified Purchase
Dan Gallagher has written a wonderful resource for financial planning. It is written in language for the financial "lay person" and offers unique insights into subjects I'd not read or heard before. The scenarios were most helpful by illustrating real life situations.
2 people found this helpful
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