Contents
Chapter 1: Freeing Your Estate from Conventional Thinking
Chapter 2: The Best Portfolios Are Mixtures of Many Different Asset Classes
The Real Meaning of Portfolio Diversification
Chapter 3: The Key to Protecting and Building Wealth in Good Times and Bad
General Practitioner versus Specialist
Chapter 4: The Process of Wealth
Buy Assets to Pay for Liabilities!
Chapter 5: Leaks in the Bucket
Limited Investment Diversification
Chapter 6: True Asset Class Diversification
20,000-Foot Viewpoint on Money
Chapter 7: Foundations for Your Financial Table
Matching Beliefs to Your Asset Choices
Prioritization and Placement of Portfolio Investments
Chapter 8: Building a Strong Financial Table
Step Two: Liquidity Time Lines
Putting Together a Financial Plan
Chapter 9: Life Insurance, Annuities, and How They Relate to Your Wealth Code
General Need for Life Insurance—Family Liabilities
Index Universal Life and Index Fixed Annuities
MVA versus Non-MVA Annuities and Why You Need to Know This
Conclusion: Time to Take Action!
Appendix B: Different Investment Asset Classes
Appendix C: Discounted Roth Conversions