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bhuyanr's review
informative
inspiring
medium-paced
3.75
More helpful and less cringe-inducingly written than The Automatic Millionaire (written by Bach as well). Helpful insights into defining and communicating financial values between partners in a relationship. Also good info on retirement accounts, trust funds, estate planning. Some info was redundant since I had previously read the Automatic millionaire, but this should not count against it.
jennog's review against another edition
5.0
Solid financial advice for everyone. Not just people in a relationship. Only the first two of steps, parts of step 8, and step 9 focus on couples. The rest is just good info, except the last chapter. The last chapter was corny.
Note: It would be much more useful as a physical book instead of an ebook because of all of the worksheets.
The earlier steps contain useful concepts and exercises like the Value Circle process, which makes you think about and write down the things that matter most to you in life. Then once you do this, you'll have a purpose-focused financial plan so that your money is used for your values, not for random things.
The most helpful steps are 5 and 6. Step 5 has a lot of helpful pearls of wisdom about investing and step 6 walks you through what to do with everything when you die. I was also surprised at the brief introduction to the different types of health insurances. That was helpful and I would recommend just those pages to people who don't understand that.
Step 7 is very useful but a lot of information. I would buy this book as a reference instead of borrowing it from the library so I can reread this section.
Overall, answered my stupid questions about investing and is a helpful book for the basics of money management. It is better as a physical book than an ebook.
Note: It would be much more useful as a physical book instead of an ebook because of all of the worksheets.
The earlier steps contain useful concepts and exercises like the Value Circle process, which makes you think about and write down the things that matter most to you in life. Then once you do this, you'll have a purpose-focused financial plan so that your money is used for your values, not for random things.
The most helpful steps are 5 and 6. Step 5 has a lot of helpful pearls of wisdom about investing and step 6 walks you through what to do with everything when you die. I was also surprised at the brief introduction to the different types of health insurances. That was helpful and I would recommend just those pages to people who don't understand that.
Step 7 is very useful but a lot of information. I would buy this book as a reference instead of borrowing it from the library so I can reread this section.
Overall, answered my stupid questions about investing and is a helpful book for the basics of money management. It is better as a physical book than an ebook.
col_capibara14's review
informative
reflective
medium-paced
4.0
It is a good read for partners to start discussing finances. I like that it emphasizes to determine what values are important as an individual and as partners; then generate goals based on the values.
Strong emphasis on long term investing and traditional retirement.
Checklists are useful as well. Love the concept of a money date, can expand that to a goals date.
Strong emphasis on long term investing and traditional retirement.
Checklists are useful as well. Love the concept of a money date, can expand that to a goals date.
lambchops814's review
fast-paced
4.5
One of my goals this year is to improve our financial stability, investments and over all dream baskets. This book was awesome. I am not a numbers gal, but David Bach writes this in an easy approachable way with tons of tangible tips and how tos
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