Preview
  • Financial Planning

  • A Guide to Achieve Your Personal Freedom by Building a Strategic Money Plan for Your Life
  • By: Kevin D. Peterson
  • Narrated by: Scott F. Guinn
  • Length: 36 mins
  • 2.3 out of 5 stars (6 ratings)

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Financial Planning

By: Kevin D. Peterson
Narrated by: Scott F. Guinn
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Publisher's summary

Get your finances in good shape. Find out how to make a financial strategy that covers everything from protecting your short-term investments to saving for your retirement.

A financial plan is a comprehensive evaluation of an investor's current and future financial state. When we have a financial plan, we can start to make a move on the procedures and strategies laid out in the plan to push us toward accomplishing our coveted objectives in life. The financial plan transforms into a dynamic, all-encompassing guide, catered to the individual, couple, or family, from which more fundamental moves can be made to help advance us through the essential occasions in our lives.

Here are some topics you'll learn about:

  • Financial plan, a context for business
  • The elements of financial planning
  • Financing strategies
  • Cash-flow planning
  • Retirement planning
  • Investment management
  • Choosing a financial planner
  • And much, much more!

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What listeners say about Financial Planning

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No help

Hierarchy A natural planners The book does Not Provide Financial Information Nor any strategies
No financial help

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    1 out of 5 stars
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Really Bad

I think this might have been one of the worst books I have ever read. This was a like sounded like an AI-generated high-level overview of planning topics. It read like a college course description. The term inch deep and mile wide would be better suited to a millimeter deep and a foot wide. Not only did it provide any substance it kept switching between personal and business planning which was somewhat confusing. I read over 100 books a year with about 10-20 each year on financial planning and never had a book on the topic that I did not have a single note or single take away. Even ones I don't agree with give me something to ponder and think about.

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Boring & Frustrating

I keep waiting for some useful financial planning information but didn’t hear any. Much sounded confusing as it didn’t apply to the average working person wanting to prepare for their future. This was a waste of my time and money to purchase. I hope I can get my money back! But I might have waited too long to listen to this audiobook! I advise you Don’t bother listening or purchase this book!

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