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

Phaup, John Paul

 
9781662959172: An Eye for Money: Understanding the Three Phases of Financial Life: Setting financial goals, managing investments, and estate planning for everyone
Tapa dura
ISBN 10: 1662959176 ISBN 13: 9781662959172
Editorial: Gatekeeper Press, 2025

Sinopsis

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.

"Sinopsis" puede pertenecer a otra edición de este libro.

Acerca del autor

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).

"Sobre este título" puede pertenecer a otra edición de este libro.

Editorial
Gatekeeper Press
Año de publicación
2025
Idioma
Inglés
ISBN 10 
1662959176
ISBN 13 
9781662959172
Encuadernación
Tapa dura
Número de páginas
304
Contacto del fabricante
no disponible
Persona responsable
no disponible

Otras ediciones populares con el mismo título

9781662959189: An Eye for Money: Understanding the Three Phases of Financial Life: Setting financial goals, managing investments, and estate planning for everyone

Edición Destacada

ISBN 10:  1662959184 ISBN 13:  9781662959189
Editorial: Gatekeeper Press, 2025
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