Books We're Reading
The Wealth Swing Coach by Andrew Rosenbaum
Reveals the hidden flaws that invariably result in money worries and erode financial efficiency. Mitigate and minimize your monetary risk to as near-zero as possible within the world of the relative.
Insanely Simple: The Obsession That Drive's Apple's Success by Ken Segall
Simplicity isn’t just a design principle at Apple—it’s a value that permeates every level of the organization. It’s what helped Apple recover from near death in 1997 to become the most valuable company on earth in 2012. We follow this mindset when creating financial strategies and plans for our clients.
Exit Planning: The Definitive Guide by John H. Brown
Leaving your business is the most significant financial transaction of your life, and nothing has greater financial and emotional consequences. The future quality of your life depends upon how well you manage your exit process. The Definitive Guide lays out the steps you must take to achieve all of your dreams and aspirations as you exit your business.
Confessions of a CPA: The Truth About Life Insurance by Bryan Bloom, C.P.A.
Bryan Bloom really does a great job writing a great book geared for consumers on the under-reported benefits of cash value life insurance. It's nice to have a CPA report on these benefits from an unbiased view and someone that is not in the insurance business himself. One of the most thorough books about utilizing Permanent Life Insurance as your own bank to finance everything throughout your life.