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END USER LICENSE AGREEMENT
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END USER LICENSE AGREEMENT
by Charlotte Beyer
Wealth Management Unwrapped, Revised and Expanded
COVER
TITLE PAGE
FOREWORD
INTRODUCTION
ACKNOWLEDGMENTS
ABOUT THE AUTHOR
PROLOGUE
What I’ve learned—my unfinished business
CHAPTER 1: Who’s in Charge of My Wealth, Inc.?
So, who is responsible?
Is the customer always right?
Who’s brave enough to tell a customer, “You’re wrong”?
Something for nothing
You’re the boss
Free lunch, anyone?
Be a partner, not a victim
Wealth management is a business
CHAPTER 2: My Money, Myself
What is my wealth supposed to do?
What really bugs me . . .
How to fix jargon overload
How to fix too much selling
How to fix a lack of authenticity
Where you’re most vulnerable: The five Ps exercise
CHAPTER 3: Are You a Do‐It‐Yourselfer?
How will I know?
Assess yourself
Making sense of all the choices
Whom can you trust?
There is hope!
CHAPTER 4: If You Don’t Know Where You’re Going, Any Investment Will Get You There
Inflation, returns, and fees
Do the math—not you, your advisor!
On the hiking trail again
Playing chess on four boards at once
The four risks that can send you off a cliff
Test drive first
When do I run out of money?
CHAPTER 5: If You Don’t Know Who the Sucker Is at the Table, It Might Be You!
What’s in this alphabet soup?
How to take charge and avoid being a sucker
We’ve met the enemy and it’s us!
You can’t get past that velvet rope
So why not just go passive, index it all, and be done?
Timing is everything, whether you choose active or passive
Insurance against suckerdom
Does being an accredited investor make you smarter?
Hear that pitch!
CHAPTER 6: Resist the Razzle Dazzle: How to Judge the Beauty Contest
First, level the playing field
Do you want an apple or an orange?
When it comes to fees, the fruit basket becomes a huge challenge!
Confused yet?
See what’s included in that all‐inclusive package
Are you my mother?
A perfect match?
Candor is a two‐way street
What about references?
Did you ever have to finally decide . . . pick up on one advisor and leave the other behind?
CHAPTER 7: Transparency, or How I Learned to Love Conflicts of Interest
You’re making money on me?
Incentives matter on Wall Street, too
Not just for the criminally minded
Conflict‐free advice = the Tooth Fairy
Open architecture can be drafty
Conflicts of interest—yours, mine, and ours
The cost of your advisor staying in business, and how it impacts you
CHAPTER 8: Courtship Is Usually More Fun Than Marriage
Good news: Your advisor really is here to help
Everything begins with an Investment Policy Statement (IPS)
Benchmarks matter
Next, be even more concrete in your expectations
Is this good performance or just mediocre?
Conference room purgatory, or get me out of here!
CHAPTER 9: Can This Marriage Be Saved? When to Fire Your Advisor
Honesty is (mostly) what I need from you
Be prepared to change advisors, or at least discuss the possibility
Is it that simple?
Before you fire your advisor . . .
How will I know?
Should you warn your advisor that you’re about to fire them?
Life after divorce
CHAPTER 10: Aging—Grave Concerns
Besetting sins of the elderly
Before it’s too late
Bedside manner meets kitchen table dialogue
“Imagine if you can . . .”
What exactly is a good outcome?
Siri, what’s my destination?
Break the silence
RIP denial and delusion
CHAPTER 11: Born Rich—A Curse or a Blessing?
Looking at the world through a child’s eyes
Easy Street has a hidden sinkhole
When plenty is not enough
Rearing or ruining your children?
Teach your children how to fail
When do we tell the children how much they’ll get?
Lock up the assets and throw away the key?
When I grow up I want to be a steward (said no one ever)
Hey, Mom, why don’t we give more of our money away?
What does success look like for families of wealth?
CHAPTER 12: I’m a Robot, and I’m Here to Help
If you are cool on the idea of an advisor, you may warm up to a robot
Siri gets serious
Why waste a human when a robot can do it cheaper?
Time to turn on autopilot?
Data of mass destruction
Can you even spell algorithm?
AI earns the whole galaxy from Morningstar!
Humans are so, well, human!
To err is human, to forgive divine
Singularity @ your service
CHAPTER 13: Women with Wallets
The gender lens is fuzzy
But girls aren’t good at math
Change is never overnight
Gender, power, and purpose
Change the conversation
Lean in and step up
CHAPTER 14: The 10 Principles of Principal
APPENDIX: Appendix A Special Message for Advisors
INDEX
END USER LICENSE AGREEMENT
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