Sue Stevens, a leading wealth manager, shares her vision of how money should support the things you truly love in life. Drawing on real life stories, she inspires us to make profound changes that not only improve our own lives, but the lives of others. Her message? When you know you have everything you truly need and can extend that sense of fulfillment to enrich the lives of others, you will find financial happiness. Through a transformational process of examining Portfolio Peace of Mind, It's Not Just Retirement, It's the Rest of Your Life, and The Financial Bridge, you will discover a path that leads you to inspiration and hope about the way you look at money. Her concept of Radiant Wealth, invites you to put your money where your heart is and think beyond the traditional measures of wealth.

Put Your Money Where Your Heart Is: Finding Financial Happiness

Self-Help

Stevens, Sue

Success

Createspace Independent Pub

Practical, straight-forward guidance that puts money in its place. Now updated for 2015.  Award-winning personal finance author and advisor Sue Stevens cuts to the heart of what you need to know about personal finance. Building on a 20+ year career of counseling individuals and groups at well-respected financial institutions including The Vanguard Group and Morningstar, Sue boils down what you need to know about building and managing personal wealth into concise, clear steps to success.   Radiant Wealth covers what you want to know about completing and interpreting a Net Worth Statement as well as breaking down investment management into setting policy, finding the right asset allocation for your unique situation and following tips on monitoring and rebalancing your portfolio.   You'll find clear financial strategies whether you are planning for a young family or navigating the complexities of a corporate executive, professional or business owner. Special attention is given to those planning for retirement as well as living in retirement covering topics like understanding retirement plans, thinking about Social Security and Medicare, long-term care insurance and much more.   Radiant Wealth has been updated to include estate planning after the 2013 tax law change as well as covering topics like tax-efficient investing, countdown to retirement and estate planning for pets.   To help you really absorb these life-changing concepts, the final chapter walks you through the most important takeaways in workbook style so that you can really think about what matters most to you.   If you are trying to learn more about personal finance or understand the value created by a sound financial foundation, Radiant Wealth is the book for you!

Radiant Wealth, Second Edition

Business & Money

Personal Finance

CreateSpace Independent Publishing Platform

Review\nSue Stevens has always held legendary status for me. The four books that constitute the Dreams of Wealth series are a tour de force in articulating the relationship between money and meaning. 
--Brian Portnoy, Ph.D., CFA, Founder, Shaping Wealth, Author, The Geometry of Wealth: How to Shape a Life of Money and Meaning\nSue Stevens is one of the industry's planning "legends." Known for her combination of technical acumen with an incredible style for and passion around client care, she has helped countless families and advisors throughout her journey. 
--Adam Birenbaum, Chairman and Chief Executive Officer, Buckingham Wealth Partners\nIn her Dreams of Wealth series, Sue Stevens helps clients better understand their own goals and form a better relationship with their money. 
--Michael Kitces, MSFS, MTAX, CFP,CLU, ChFC, Chief Financial Planning Nerd, Kitces.com 
Head of Planning Strategy, Buckingham Wealth Partners\nWow! Sue has taken everything that it has taken me decades to learn and sort out and she's simplified it all down into a beautiful series of four easy to understand books. I've never seen a better set of guidebooks that so brilliantly presents the very best of evidence-based thinking with compassion, intelligence, and simplicity. Brilliant, brilliant work! 
--Michael L. Thompson, Partner, Senior Wealth Advisor, Copper Leaf Financial, LLC\nSue Stevens has been way ahead of the curve on the topic of aligning clients' money and time with their values and life goals. 
--Christine Benz, Director of Personal Finance, Morningstar, Inc.\nWealth can mean lots of things. Money, sure. Security, yes. But it also means living a life that is rich in meaning and purpose. If you want to transform your relationship with money, it starts with intention. Anybody can do it if you have the courage and follow-through to overcome the challenges you’ll undoubtedly meet. I want to share not only the technical aspects of building wealth, but also the very human experiences we share along the way. I believe your financial life should reflect your philosophy for all of life. 
Stories matter to me. When you listen to people’s stories about what they value in life, it’s about deeper meaning, hopes and dreams. A young man in his 20s putting his life in order so he can propose to his girlfriend and buy her that $15,000 engagement ring. A couple in their 30s trying to prioritize buying a house, starting a college fund for their kids and putting something away for the future. Parents and grandparents trying to sort through what type of college savings plan to use to create opportunities for their kids and grandkids. A successful retired couple in their 70s navigating how much is enough for themselves, their heirs and charities they love. A couple in their 50s planning for a new adventure as they build their dream home in Big Sky country. A couple in their 40s leaving the corporate world as they cash in their equity compensation to find more meaningful work while spending more time with their kids. 
These are all dreams of wealth. As an advisor, I have had a uniquely intimate view into the lives of many very successful people. And what I’ve observed is that having more money does not necessarily correlate with having more joy. But when you get financial planning right, it’s the perfect combination of heart, mind and soul. 
Put Your Money Where Your Heart Is focuses on what’s truly important, gives you the tools to get organized, shows you how to analyze your financial situation and take the next steps in your own financial journey. By envisioning what you want your money to do, you can find deep satisfaction in how you lead your life. When you know you have everything you truly need and you can extend that sense of fulfillment to enrich the lives of others, you will find a sense of joy. You can choose to do that personally or charitably or perhaps both. 
Put Your Money Where Your Heart Is speaks to the philosophy of aligning money and

Put Your Money Where Your Heart Is: Aligning money and meaning (Dreams of Wealth)

Frog Hollow Press

Review\nSue Stevens has always held legendary status for me. The four books that constitute the Dreams of Wealth series are a tour deforce in articulating the relationship between money and meaning. 
--Brian Portnoy, Ph.D., CFA, Founder,Shaping Wealth, Author,The Geometry of Wealth: How to Shape a Life of Money and Meaning\nSue Stevens is one of the industry's planning "legends." Known for her combination of technical acumen with an incredible style for and passion around client care, she has helped countless families and advisors throughout her journey. 
--Adam Birenbaum, Chairman and Chief Executive Officer, Buckingham Wealth Partners\nIn her Dreams of Wealth series, Sue Stevens helps clients better understand their own goals and form a better relationship with their money. 
--Michael Kitces, MSFS, MTAX, CFP,CLU, ChFC, Chief Financial Planning Nerd, Kitces.com 
Head of Planning Strategy, Buckingham Wealth Partners\nIn Financial Planning Diagnostics, Sue Stevens gives us a set of extremely useful tools to help us make sense of our complicated financial lives. Along the way, she gives us the critical questions we need to ask ourselves and our loved ones to make sure we're honestly addressing issues we've avoided thinking about--and uncovering challenges and opportunities we may have never considered.--Pam Krueger, CEO and founder of Wealthramp. Executive Producer at MoneyTrack.\nWhat I found most interesting about Financial Planning Diagnostics was that after a nearly forty-year career in this industry, I still learned something. Financial Planning Diagnostics improves upon my original work, takes it to the next level, and introduces us to concepts that I wish I had originated. 
--Ross Levin, CFP®, Chief Executive Officer and Founder, Accredited Investors Wealth Management\nAsking the right questions is critical to thinking through many of life’s challenges and opportunities. Over the years, many people have asked me if there is a resource that might help them as they tackle their own personal finance issues. I’ve developed all kinds of checklists and diagnostics to help me as an advisor be as thorough as possible when serving my clients. Now I want to share that with you. When I was first starting out as an advisor, I had a book of checklists that I found very helpful, especially in special situations. 
Financial Planning Diagnostics focuses on asking the right questions and doing some excavation work on your own financial situation. You’ll find tools to help you explore Analyzing Your Net Worth Statement, Mind Map, and Tax Return in more depth. You’ll also find checklists on budgeting, year-end planning, job loss, divorce, family meetings and much more. 
This book is more analytical than the other books in the Dreams of Wealth™ series. Just like a doctor runs a series of tests to understand what the body is telling you, these financial diagnostics tell an advisor (or you, the reader) more about what is going on in your own financial situation. From there we can begin to build a plan to prioritize what needs to be done next. Once you’ve identified your questions, you can find answers through other books in the Dreams of WealthTM series like Financial Planning Literacy. Or working in partnership with your own financial advisor. 
Most schools don’t teach financial planning. We learn it by experiencing life. The Dreams of Wealth™ series can help you get organized, envision the future and take your financial planning to the next level. Use this book to get your brain working on what questions are important for exactly where you are in life. After all, you don’t know what you don’t know.

Financial Planning Diagnostics: Asking the right questions for financial success (Dreams of Wealth)

Finance

Review\nSue knows that it is more about the "why" then the "what." Much has been written about financial planning, but this is the first time a true comprehensive owners-manual has been offered to all of us regardless of our level of knowledge and experience. 
--Michael Goodman, President and Founder, Wealthstream Advisors, Inc\nWealth is much more than amassing a pile of money. Wealth is a journey driven by one's passions, goals, and values. How you travel that road defines your life. Who you bring on that journey and how you interact with those you meet defines your legacy. Sue Stevens offers the best guide yet to assist travelers and their advisors in navigating these roads, making their journeys more rewarding and enabling them to make their dreams their future reality. 
--Don Phillips, Managing Director, Morningstar\nSue Stevens' knowledge and communication style of personal finance issues is masterfully simple, yet it covers exactly what most of us need to focus on, in a way that we'll actually understand and get-it-done! 
--Sheryl Garrett, CFP®, AIF®, Founder, Garrett Planning Network, Inc.\nWant to be wealthy in what matters? This profound series of books from respected thought leader Sue Stevens shows how to get crystal clear about the legacy you want to live, lead and leave - and how you can create money and meaning that is in alignment with that. This masterwork is filled with actionable insights, step-by-step exercises and compassionate advice. Read it and reap. 
--Sam Horn, CEO of The Intrigue Agency and author of SOMEDAY is Not a Day in the Week\nSue Stevens has always held legendary status for me. The four books that constitute the Dreams of Wealth series are a tour de force in articulating the relationship between money and meaning. 
--Brian Portnoy, Ph.D., CFA, Founder, Shaping Wealth, Author, The Geometry of Wealth: How to Shape a Life of Money and Meaning\nEmpowerment through knowledge. If we don’t teach it through schools (yet), then we need resources to learn it no matter where we are in life. We all know teaching someone to read will change their life. That’s true in the financial world too. People are reluctant to admit what they don’t know. But as financial advisors, we have a passion for helping others follow their dreams. Part of that is education. Part is really listening to what people want and need. Part is reading between the lines to see with our hearts as we help others articulate and plan for what they find truly meaningful. 
Why talk about money? To me, it isn’t about amassing a great deal of money per se. It’s about using what money represents to feel better about life. Maybe it’s security for you and your family. Maybe it’s being able to afford something that brings you joy. Often it’s to invest in yourself so that you can be of greater service to others through increased skills and abilities. 
Can money buy happiness? It all depends how you use it and what you value. That’s why all of the books in the Dreams of Wealth™ series focus on values like appreciating what you already have, finding freedom through controlling your own time, simplifying, and connecting with others. When we spend our time doing what we love, we find happiness. Financial planning is all about understanding how to use money to support those dreams. 
Financial planning literacy is about a lot more than number crunching. One thing you may find different about this book—a book about your stories—is that we talk about soul. Because when you listen to people’s stories about what they value in life, it’s about deeper meaning, hopes and dreams. That gets to the heart of soul. Here’s a glimpse at how this looks through my eyes: Listening as a long-time client shares that she has been diagnosed with leukemia. Thinking through what happens to her family over time and what life will look like going forward. Helping a new retiree adjust to a corporate downsizing after forty years of work. Recently he was shown the door

Financial Planning Literacy: Opening the door to financial independence (Dreams of Wealth)

Product Description 
The Financial Bridge from this life to the next life is a gift you give to your family. You take the time to put instructions in place so your heirs are not left with a financial mess. On top of grieving. 
As financial advisors, we also act as a financial bridge. From you to your family. We are there to support your loved ones as they go through incredibly difficult transitions. To give them peace of mind that at least the financial part of their life is under control. 
The final book in the Dreams of Wealth™ series is about leaving a legacy. It focuses on end-of-life issues like planning your estate, better understanding how to share your wealth and how to think about decisions that typically come later in life. 
The concept of a Financial Bridge is that we cross over from this life to the next. No one particularly likes to think about death. That’s what makes this hard sometimes. But you do it for the people you love. The organizations that you want to see live on. Because you know that death is not really the end. In some ways it’s just the beginning. 
The Financial Bridge will give you some tools like the Estate Planning Inventory to help with practical solutions so your heirs can find your important documents and passwords. It will help you get organized with your financial records. Anyone who has been an executor or trustee for someone else knows how important this process can be. We even include a template to help care for your pets after you’re gone. 
You’ll also find tools for your survivors. We’ll help you think through what you need to do to prepare the way for them. Part of this is an organization exercise. Part of it is looking deep inside your heart about what is truly important to you. It’s how we use our money through our lives that leaves a legacy. It ensures your legacy represents your values and long-held beliefs. 
The Financial Bridge will walk you through the things you need to think through. Before you do your estate documents. After you do your documents. When it’s time to update your documents. It a process that continues as your life gets more complicated both personally and professionally. 
Now let’s address one more unspoken fear. When I observe procrastination with completing documents, my more candid clients will sheepishly express that they fear that once the documents are done, they will die. 
We will all die at some point. Creating an estate plan does not speed up that process. This is a gift you are giving your heirs. And just like your closets, it will need cleaning up from time-to-time. 
Death is a part of life. Although it is frequently feared and often misunderstood, we can’t outrun it no matter how much money we have or how virtuous our lives. Instead, think of it as a bridge between this life and the next. Let’s talk about the issues that are important to all of us—what happens to a lifetime of cherished memories and loves when we cross that bridge to a better life. 
 Review \nIn The Financial Bridge, Sue Stevens helps us overcome the fears that keep us from making critical end-of-life decisions. Through a variety of tools and educational information covering estate planning, charitable giving, and documentation of our healthcare and financial wishes, she approaches the questions and issues we need to address with empathy. \n--Pam Krueger, 
CEO and founder of Wealthramp. Executive Producer at MoneyTrack.\nSue Stevens has created an incredible resource for financial planners and high net worth households to help guide their philanthropy. In our business school we encourage students to obtain professional credentials like a CFA if they want to be an investment expert, a CPA if they want to be a tax expert, or a CFP® if they want to be a Financial Planning expert. Sue has all three of these designations and two master's degrees, including one from one of the top ten business schools in the world! Truly an inspiration and a role model to any future profes

The Financial Bridge: Leaving your legacy (Dreams of Wealth)

Parenting & Relationships

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