Download or read online books in PDF, EPUB and Mobi Format. Click Download or Read Online button to get book now. This site is like a library, Use search box in the widget to get ebook that you want.

Facilitating Financial Health

Facilitating Financial Health Author Brad Klontz
ISBN-10 1941627870
Release 2016-05-24
Pages 272
Download Link Click Here

With the newly revised 2nd Edition, Facilitating Financial Health remains a one-of-a-kind publication that bridges the gap between financial planners and mental health practitioners. The authors, two mental health professionals and a CFP(R)-designated financial planner, pioneered the use of tools that help clients build healthy relationships with money. This concise yet comprehensive Guide enables financial planning and mental health practitioners to effectively integrate tools from the fields of psychotherapy, life coaching, and financial planning as they help their clients change destructive financial behaviors. Facilitating Financial Health, 2nd Edition will enable you to: -Address your clients' money-driven problems, from both financial planning and mental health perspectives -Learn the best techniques and recognize when to call in help from outside your field when dealing with clients' financial issues -Focus on both interior (emotional and intangible aspects of money) as well as exterior (the tangible "nuts and bolts" of financial planning) financial health topics -Explore "Money Scripts" - beliefs about money commonly held by clients, financial planners, and therapists that can lead to destructive financial habits -More effectively work with individuals and couples on difficult financial health topics In addition to everything that made the 1st Edition so popular, this new 2nd Edition delivers these enhancements: -Modern counseling tools are presented with references to updated research and publications for both financial planning and mental health professionals -A more comprehensive description of "Money Scripts" - beliefs that hamper clients' abilities to make sound financial planning decisions -Updated ethical information, including references to new CFP(R) ethical guidelines -A newly enhanced chapter on creating an integrated financial practice -New tools for working with couples, including tips on working with nontraditional and unmarried couples -Content that has been enhanced by readers about the kinds of money-driven relationship issues that are the most commonly seen by planners and clients alike



Financial Therapy

Financial Therapy Author Bradley T. Klontz
ISBN-10 9783319082691
Release 2014-09-10
Pages 366
Download Link Click Here

Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs ("money scripts") that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy.



Behavioral Finance and Investor Types

Behavioral Finance and Investor Types Author Michael M. Pompian
ISBN-10 9781118235607
Release 2012-05-22
Pages 336
Download Link Click Here

Achieve investing success by understanding your behavior type This groundbreaking book shows how to invest wisely by managing your behavior, and not just your money. Step by step, Michael Pompian (a leading authority in the practical application of Behavioral Finance concepts to wealth management) helps you plan a strategy targeted to your personality. The book includes a test for determining your investment type and offers strategies you can put into use when investing. It also includes a brief history of the stock market, and easy-to-comprehend information about stocks and investing to help you lay a solid foundation for your investment decisions. Behavioral Finance and Investor Types is divided into two parts. Test Your Type, gives an overview of Behavioral Finance as well as the elements that come into play when figuring out BIT, like active or passive traits, risk tolerance, and biases. The book includes a quiz to help you discover what category you are in. Plan and Act, contains the traits common to your type; an analysis of the biases associated with your type; and strategies and solutions that compliment and capitalize on your BIT. Offers a practical guide to an investing strategy that fits both your financial situation and your personality type Includes a test for determining your tolerance for risk and other traits that will determine your investment type Written by the Director of the Private Wealth Practice for Hammond Associates—an investment consulting firm serving institutional and private wealth clients Behavioral Finance and Investor Types offers investors a better sense of what drives them and what puts on their breaks. By using the information found here, you'll quickly become savvy about the world of investing because you'll come to understand your place in it.



The Financial Wisdom of Ebenezer Scrooge

The Financial Wisdom of Ebenezer Scrooge Author Ted Klontz
ISBN-10 9780757397783
Release 2010-01-01
Pages 200
Download Link Click Here

Discover the 5 Essentials to Financial Freedom and Prosperity! Do you wish you had more money saved for retirement? Do you and your partner fight about money? Do you want to make an investment but are unsure in what? Do you make yourself promises about finances that you just can't seem to keep? If you answered yes to any of these questions, you may have a problem-but it's not the problem you think it is. Your money problems are a consequence of the relationship you have with your money. A problem in that relationship is what's really holding you back. In this compelling book, The Financial Wisdom of Ebenezer Scrooge, you will learn the breakthrough approach that is transforming lives-a method which The Wall Street Journal hails as "an innovative effort that combines experiential therapy with nuts-and-bolts financial planning." Finally, a practical plan to be your money's master instead of its servant. Ebenezer Scrooge would seem an unlikely source from which to glean financial wisdom: He was a wealthy man who kept his living quarters cold to save shillings and lived a reclusive existence because he worried someone would take his money. However, Dickens' classic tale of how Scrooge found his true course in life is a powerful model we all can benefit from today. Unlike other financial planning books that focus narrowly on the "dollar and cents" of money, The Financial Wisdom of Ebenezer Scrooge is an easy read. Written for the layperson, this book provides advice that is simple, transformational, and timeless. Through the process they've used successfully with their clients, the authors will show you how to recognize ways unconscious Money Scripts may keep you trapped; how to deal with the relationship between your net worth and your self-worth; how to discover your authentic goals and values; how to permanently change self-destructive money behaviors; and, through 5 essentials of financial prosperity, how to leave a family legacy of financial wellness. "These are five essentials indeed, they have literally changed my life Clients, friends, and family will all be receiving this book as a gift from me. They will no doubt thank me later." -Kerry Hansen, Career Management Specialist for Wynonna Judd "The authors have hit a grand slam with this outstanding book. Brilliant, clear, moving... a must-read." -Jerry Moe M.A., National Director of Children's Programs, Betty Ford Center "This will be on my clients' 'must-read' list." -Elizabeth Jetton CFP®, Chairperson of The Financial Planning Association, 2005



Mind over Money

Mind over Money Author Brad Klontz
ISBN-10 9780385531030
Release 2009-12-29
Pages 224
Download Link Click Here

Do you overspend? Undersave? Keep secrets about money from a spouse or family member? Are you anxious about dealing with your finances? If so, you are not alone. Let's face it–just about all of have complicated, if not downright dysfunctional, relationships with money. As Drs. Brad and Ted Klontz, a father and son team of pioneers in the emerging field of financial psychology explain, our disordered relationships with money aren’t our fault. They don’t stem from a lack of knowledge or a failure of will. Instead, they are a product of subconscious beliefs and thought patterns, rooted in our childhoods, that are so deeply ingrained in us, they shape the way we deal with money our entire adult lives. But we are not powerless. By looking deep into ourselves and our pasts, we can learn to recognize these negative and self-defeating patterns of thinking, and replace them with better, healthier ones. Drawing on their decades of experience helping patients resolve their troubling issues with money, the Klontzes and describe the twelve most common “money disorders” - like financial infidelity, money avoidance, compulsive shopping, financial enabling, and more — and explain how we can learn to identify them, understand their root causes, and ultimately overcome them. So whether you want to learn how to make better financial decision, have more open communication with your spouse or kids about the family finances, or simply be better equipped to deal with the challenges of these tough economic times, this book will help you repair your dysfunctional relationship with money and live a healthier financial life. From the Hardcover edition.



Wired for Wealth

Wired for Wealth Author Brad Klontz Psy.D.
ISBN-10 9780757397677
Release 2010-01-01
Pages 260
Download Link Click Here

Recession-Proof Your Mind and Rewire Your Brain for Wealth As financial stress mounts and an economic crash looms, Wired for Wealth shows you that the biggest threat to your financial health is not a recession; it's your brain. Markets go up and markets go down, but one fact holds true: Your money scripts—the unconscious core beliefs you hold about money—will determine whether you win or lose in the long run. But there is hope. Drawing on the results of a landmark survey of people's money habits, as well as their decades of work improving their clients' financial lives, renowned financial psychologists Drs. Brad Klontz and Ted Klontz and financial planner Rick Kahler, CFP® show you how you can rewire your brain for wealth. Their unexpected insights show you how you can free yourself from excessive debt, financial stress, money avoidance, and a lack of savings. You'll discover: The top 10 money scripts that mess up people's financial lives—and how to change them How to identify your 'financial comfort zone'—and how to break through it How to curtail family money issues, including financial infidelity, financially dependent children, and conflicts over money What to do if your money scripts are keeping you poor by overspending, underspending, excessive debt, lack of savings, and lack of retirement planning What to do if your money scripts keeping you poor in spirit—how to release guilt and fear for good, and be at peace with what you have. Entertaining and enlightening, Wired for Wealth will put you in control of your finances and enable you to break through to new levels of wealth and security.



Conscious Finance

Conscious Finance Author Rick Kahler
ISBN-10 0966554310
Release 2005-01-01
Pages 272
Download Link Click Here

Groundbreaking self-help book to help you become aware of and change the hidden beliefs about money that keep you stuck in a cycle of destructive financial behavior. Personal, readable wisdom to help you understand the emotional factors that guide money decisions. Practical guidance for learning to make more conscious and balanced financial choices.



Good for the Money

Good for the Money Author Bob Benmosche
ISBN-10 9781250072184
Release 2016-04-12
Pages 288
Download Link Click Here

Legendary CEO Robert Benmosche's astonishing memoir, detailing how he pulled AIG back from the brink of bankruptcy and engineered one of history's most remarkable corporate turnarounds.



The New Wealth Management

The New Wealth Management Author Harold Evensky
ISBN-10 1118036913
Release 2011-03-29
Pages 480
Download Link Click Here

Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition ? endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.



The Psychology of Investing

The Psychology of Investing Author John R. Nofsinger
ISBN-10 9781351863308
Release 2017-07-28
Pages 212
Download Link Click Here

While traditional finance focuses on the tools used to optimize return and minimize risk, this book explains how psychology can affect our decisions more than financial theory. Covering the ways investors actually behave, this is the first book of its kind to delve into the ways biases influence investment behavior, and how overcoming these biases can increase financial success. Now in its sixth edition, this classic text features: An easy-to-understand structure, illustrating psychological biases as everyday behavior; analyzing their effect on investment decisions; and concluding with academic studies that exhibit real-life investors making choices that hurt their wealth. A new chapter on the biology of investment, exploring the latest research on genetics, neuroscience, and how hormones, aging, and nature versus nurture inform our investment behavior. An additional strategy for controlling biases, helping readers understand the psychology that motivates markets and how to address it. Experiential examples, chapter summaries, and end-of-chapter discussion questions to help readers test their practical understanding. Fully updated with the latest research in the field, The Psychology of Investing will prove fascinating and educational for advanced students in investment, portfolio management, and behavioral finance classes as well as investors and financial planners. An updated companion website includes an instructor’s manual, PowerPoint slides, and more.



Investor Behavior

Investor Behavior Author H. Kent Baker
ISBN-10 9781118492987
Release 2014-02-10
Pages 640
Download Link Click Here

WINNER, Business: Personal Finance/Investing, 2015 USA Best Book Awards FINALIST, Business: Reference, 2015 USA Best Book Awards Investor Behavior provides readers with a comprehensive understanding and the latest research in the area of behavioral finance and investor decision making. Blending contributions from noted academics and experienced practitioners, this 30-chapter book will provide investment professionals with insights on how to understand and manage client behavior; a framework for interpreting financial market activity; and an in-depth understanding of this important new field of investment research. The book should also be of interest to academics, investors, and students. The book will cover the major principles of investor psychology, including heuristics, bounded rationality, regret theory, mental accounting, framing, prospect theory, and loss aversion. Specific sections of the book will delve into the role of personality traits, financial therapy, retirement planning, financial coaching, and emotions in investment decisions. Other topics covered include risk perception and tolerance, asset allocation decisions under inertia and inattention bias; evidenced based financial planning, motivation and satisfaction, behavioral investment management, and neurofinance. Contributions will delve into the behavioral underpinnings of various trading and investment topics including trader psychology, stock momentum, earnings surprises, and anomalies. The final chapters of the book examine new research on socially responsible investing, mutual funds, and real estate investing from a behavioral perspective. Empirical evidence and current literature about each type of investment issue are featured. Cited research studies are presented in a straightforward manner focusing on the comprehension of study findings, rather than on the details of mathematical frameworks.



Bonecrack

Bonecrack Author Dick Francis
ISBN-10 9780141942285
Release 2012-02-16
Pages 288
Download Link Click Here

Bonecrack is a classic novel from Dick Francis, one of the greatest thriller writers of all time. At midnight Neil Griffon's home is broken into and he is abducted by masked men. When he wakes up, hours later, Neil discovers that 'unless he cooperates' his kidnappers will destroy his father's racing stable, his precious horses and even Neil himself. Returning to the stables, Neil can tell no one about his ordeal, or his kidnappers' threats of violence if he does not comply with their demands. Trapped, Neil refuses to surrender - and devises an ingenious scheme to beat his kidnappers at their own game. Packed with intrigue and hair-raising suspense, Bonecrack is just one of the many blockbuster thrillers from legendary crime writer Dick Francis. Other novels include the huge bestsellers Dead Heat, Under Orders and Silks. The Dick Francis legacy continues through his son Felix Francis: Refusal is his latest novel, following Bloodline and Gamble. Praise for the Dick Francis novels: 'The narrative is brisk and gripping and the background researched with care . . . the entire story is a pleasure to relish' Scotsman 'Dick Francis's fiction has a secret ingredient - his inimitable knack of grabbing the reader's attention on page one and holding it tight until the very end' Sunday Telegraph 'Still the master' Racing Post 'The master of suspense and intrigue' Country Life Dick Francis was one of the most successful post-war National Hunt jockeys. The winner of over 350 races, he was champion jockey in 1953/1954 and rode for HM Queen Elizabeth, the Queen Mother, most famously on Devon Loch in the 1956 Grand National. On his retirement from the saddle, he published his autobiography, The Sport of Queens, before going on to write forty-three bestselling novels, a volume of short stories (Field of 13), and the biography of Lester Piggott. Dick Francis died in February, 2010, at the age of 89, but he remains one of the greatest thriller writers of all time.



Financial Infidelity

Financial Infidelity Author Bonnie Eaker Weil
ISBN-10 9781440631610
Release 2008-04-17
Pages 336
Download Link Click Here

From an acclaimed couples therapist?the first book ever to address the financial power struggles in relationships Money?not sexual adultery?is the #1 problem in relationships. According to Dr. Bonnie, one of the nation?s leading couples therapists, ?nearly one-third of adults in committed relationships admit to lying to their partner about spending habits.? Secret credit cards, binge shopping, revenge spending, and POPs (pissed off purchases) are just a few examples of how financial infidelity undermines trust and harms a relationship. With clarity and compassion, Dr. Bonnie?who has a near one hundred percent success rate in counseling couples? helps readers recognize their hidden financial indiscretions, reconnect with their partners, and recover the trust and intimacy in their relationships.



The Seven Stages of Money Maturity

The Seven Stages of Money Maturity Author George Kinder
ISBN-10 9780307814074
Release 2012-02-01
Pages 384
Download Link Click Here

"A vital, seminal breakthrough work... Kinder penetrates money's enigmas and mythologies with the artist's delicate touch, the critic's discriminating eye . . . and the insightful sensitivity of a good human being. This book is a gift." --Richard Wagner, former chairman, Institute of Certified Financial Planners Replace anxiety, self-sabotage, and self-doubt around money with the sense of ease and freedom you deserve in The Seven Stages of Money Maturity, a one-of-a-kind guide in the life-changing tradition of The 9 Steps to Financial Freedom and Your Money or Your Life. A renowned Buddhist teacher as well as a Harvard-trained, nationally prominent certified financial planner, George Kinder draws on both disciplines to guide us toward a full understanding of the spiritual and psychological issues that surround money. Although many of us may assume that issues of money and spirit are separate, incompatible questions, George Kinder shows us that we must explore them together to attain true peace, freedom, and security in our money lives. Tracing the same path to transformation on which he has led his clients and lectured audiences for years, Kinder leads us through the Seven Steps of a journey to the profound liberation of awakening to a world of abundance and possibility. Revealing practical, market-tested wealth-building skills as well as the wisdom that contributes to understanding and enriching the role money plays across our lives from the surface to the soul, Kinder teaches us how to: Understand feelings that impact taking financial action Develop understanding and knowledge about money Eliminate stress and anxiety around money Let go of old patterns and painful habits Approach money tasks with energy and optimism Design a money life that is fulfilling both financially and spiritually A powerful new way to look at your money and at your life, The Seven Stages of Money Maturity will help us experience each encounter with money as a step toward awakening and a powerful lesson in understanding the relationships we share with others and with ourselves. From the Hardcover edition.



Why Smart People Make Big Money Mistakes and how to Correct Them

Why Smart People Make Big Money Mistakes  and how to Correct Them Author Gary Belsky
ISBN-10 0684859386
Release 2000
Pages 220
Download Link Click Here

Offers financial advice



The Living White House

The Living White House Author Betty C. Monkman
ISBN-10 1931917396
Release 2013-09-01
Pages 225
Download Link Click Here

"Now in its 13th edition, The Living White House opens the gates to 1600 Pennsylvania Avenue, presenting more than 200 years of the history of life in the most famous house in America. This new edition features updated and expanded text illustrated with hundreds of pictures of past and present White House families, children and pets; workers and daily routines; important State occasions and informal public celebrations."



The Psychology of Wealth Understand Your Relationship with Money and Achieve Prosperity

The Psychology of Wealth  Understand Your Relationship with Money and Achieve Prosperity Author Charles Richards
ISBN-10 9780071789301
Release 2012-01-06
Pages 256
Download Link Click Here

The New York Times and Wall Street Journal bestseller! “The Psychology of Wealth is a pertinent and comprehensive overview of the skills and mindset necessary for success. Prosperity can be achieved by anyone, and Dr. Richards shows the way.” —Donald J. Trump “What’s in your head determines what’s in your wallet. Dr. Richards gives you the mental hard-drive upgrade you need to finally achieve the greater prosperity and success you desire.” —Darren Hardy, Publisher, SUCCESS magazine “Dr. Richards shakes up our preconceptions about wealth by examining the psychological aspects of how we relate to money. When you understand the real sources of wealth in your life, you’ll find it much easier to achieve a more prosperous and happy life.” —Jordan E. Goodman, America’s Money Answers Man at MoneyAnswers.com and Author of Master Your Money Type “This might be one of the most important books you’ll ever read. If you feel like your life has been stuck in neutral—or even worse, put in reverse—Dr. Richards will set you on a clear path to success.” —Barnet Bain, Producer, What Dreams May Come About the Book: Why do some people feel a perpetual state of lack and fear about money, while others feel genuinely prosperous, regardless of the size of their bank accounts? Why do some people shudder with dread when it comes to setting financial goals, while others embrace it with enthusiasm and confidence? What makes the difference? Could it be in their relationship with money itself? People who enjoy a healthy relationship with money share common habits and traits. So, how do they think, and what do they do differently? Are these behaviors hardwired in an individual’s psyche, or can they be learned? In this provocative book, psychotherapist Dr. Charles Richards provides unexpected and encouraging answers to these questions. Based on his research and expert interviews, Dr. Richards shows how each of us can develop a thriving relationship with money and create a rich and rewarding life. A t the book’s heart are the stories of people who have faced adversity with courage and created extraordinary lives. Their accounts—along with Dr. Richards’ interviews with finance professors, legislators, entrepreneurs, and mavens of success—pave a path to a brighter future for us all. Today we live in a trying economic environment. Every day, popular financial advisors exhort us to hunker down, play it safe, and protect ourselves from an uncertain future. To the voices who promote fear and doubt, Dr. Richards answers with balance, wisdom, and optimism. The Psychology of Wealth is for anyone interested in succeeding personally or professionally, and in achieving true prosperity. It offers golden steps on the path to a better life.