Overview

Wait, weren't you supposed to be rich by now? Did you abandon your plan? Or did bad financial advice derail your goals? Maybe you thought you'd just get around to being wealthy...someday. It's time to take control of your financial future with award-winning advisor, Robert R. Schulz, CFP(R) and his no-nonsense wealth management guide, Thoughts on Things Financial. Inside, you'll learn: - How to create a winning financial plan that balances your busy life with your long-term goals. - How to determine if you're a net spender or net saver and methods to store up cash reserves either way. - A plain English guide of the players in the money world and how to utilize the best ones to improve your personal finances. - How to take on smart risk in the stock market to increase your chances of success. - Easy Do's and Don'ts when it comes to teaching financial education to your children. Rob's straightforward explanations will shine a light on your current financial situation, while providing you with simple tools to become smarter about your money. Breaking down complicated processes into practical principles, you'll finally gain the knowledge and confidence you need to move from economic insecurity to total financial empowerment...now and for the rest of your life.

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9781734849004

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Reviews

"""The tools and techniques in the book will help readers prioritize their goals and make good decisions. Readers will also learn how to expect the unexpected and manage their savings and debt in a way that enhances their long-term goals. Thoughts on Things Financial is a good read for all those who are looking for financial security and a retirement plan and will also prove to be useful to young couples with kids. It is a great book for readers who are looking for a good financial plan. The financial advice is excellent, and the book can be used by readers as a reference when it comes to investment and financial planning."" - Readers Favorite 5 star review ""This gem truly encapsulates the issues you and your family need to address for your future financial success. Using thoughtful personal experiences and Rob Schulz's incredible depth of knowledge and wisdom, Thoughts on Things Financial is an easy-to-read guide for people of all levels interested in personal finance. The book feels more like a conversation with a wise old friend than another boring financial book. Read this book and watch your life improve by following some simple down-to-earth principles."" - Kevin A. Kennedy, CPA, Kennedy Wealth & Tax Management, Inc., a Registered Investment Advisor A must read for anyone who wants to gain control of their finances without getting overwhelmed with information in the process. Rob Schulz delivers smart, practical, and easy to apply advice through the important fundamentals of financial planning and money management. When you read Thoughts on Things Financial, you will not only be encouraged to gain control of your financial life, but you will have the tools and knowledge necessary to do so. This book can be a financial game-changer for you! - Jeff Holler, CFP, Founder & CEO, The Capital Chart Room, LTD, Podcast host, Author of Bigger Than Business ""Schultz does a masterful job of intertwining personal experiences, academics, and storytelling to help readers understand the importance of taking control of their finances. Unlike most ""financial"" books, it covers all areas of the readers' financial life and gives practical steps for them to follow-this is more than an investment book. On the short list of books to give college graduates or those looking to learn more about understanding their finances."" - Justin Castelli, CFP(R) Founder RLS Wealth and Co-Founder The AGC ""Very few personal finance authors are able to tackle a wide range of complex topics while making them interesting and easy to understand. This book does both, covering everything from cash flow management and investing to end of life planning and how to approach money with children with real-world examples. Readers can take action after reading this book."" - Taylor Schulte, CFP(R)"

The tools and techniques in the book will help readers prioritize their goals and make good decisions. Readers will also learn how to expect the unexpected and manage their savings and debt in a way that enhances their long-term goals. Thoughts on Things Financial is a good read for all those who are looking for financial security and a retirement plan and will also prove to be useful to young couples with kids. It is a great book for readers who are looking for a good financial plan. The financial advice is excellent, and the book can be used by readers as a reference when it comes to investment and financial planning. - Readers Favorite 5 star review This gem truly encapsulates the issues you and your family need to address for your future financial success. Using thoughtful personal experiences and Rob Schulz's incredible depth of knowledge and wisdom, Thoughts on Things Financial is an easy-to-read guide for people of all levels interested in personal finance. The book feels more like a conversation with a wise old friend than another boring financial book. Read this book and watch your life improve by following some simple down-to-earth principles. - Kevin A. Kennedy, CPA, Kennedy Wealth & Tax Management, Inc., a Registered Investment Advisor A must read for anyone who wants to gain control of their finances without getting overwhelmed with information in the process. Rob Schulz delivers smart, practical, and easy to apply advice through the important fundamentals of financial planning and money management. When you read Thoughts on Things Financial, you will not only be encouraged to gain control of your financial life, but you will have the tools and knowledge necessary to do so. This book can be a financial game-changer for you! - Jeff Holler, CFP, Founder & CEO, The Capital Chart Room, LTD, Podcast host, Author of Bigger Than Business Schultz does a masterful job of intertwining personal experiences, academics, and storytelling to help readers understand the importance of taking control of their finances. Unlike most financial books, it covers all areas of the readers' financial life and gives practical steps for them to follow-this is more than an investment book. On the short list of books to give college graduates or those looking to learn more about understanding their finances. - Justin Castelli, CFP(R) Founder RLS Wealth and Co-Founder The AGC Very few personal finance authors are able to tackle a wide range of complex topics while making them interesting and easy to understand. This book does both, covering everything from cash flow management and investing to end of life planning and how to approach money with children with real-world examples. Readers can take action after reading this book. - Taylor Schulte, CFP(R)

Author Information

Robert R. Schulz CFP(R) is the founder and president of Schulz Wealth, Ltd. Named on Investopedia's list of 100 Top Financial Advisors in 2019 and 2017, Rob is also a former instructor for the Certified Financial Planner(TM) certificant program at the University of Texas at Arlington and Texas Christian University. For more than 25 years, Rob's smart, no-nonsense budgeting and investing strategies have helped hundreds of everyday people take control of their money and attain real-world financial success. Find Rob at schulzwealth.com.

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