WAYNE VON BORSTEL, CFP® ChFC, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts. 
 Von Borstel then continues the educational voyage, guiding us through the accumulation, transition and retirement phases of our financial life, explaining how core truths clarify and keep us aligned with our financial objectives. The principles outlined in the Estate Planning chapter can serve as a road map for avoiding the common mistakes that foster everything from family disputes to more tragic consequences. 
 The book is resplendent with case studies based on the author s real-life experiences, both rewarding and disappointing. While some readers may find the author's candor discomforting, von Borstel states, "I have never attended a funeral where people talked about the investment returns of the deceased. However, I have heard many funeral conversations asking why the deceased didn't have a will, life insurance, proper documents, or why they didn't put more aside for the family left behind. Planning is about people, pure and simple." 
Finally, von Borstel gives us a rare glimpse into the mind and heart of a financial professional dedicated to helping clients find serenity and purpose in life while creating a memorable legacy.

The Truth Project: Finding the Courage to Ignore Wall Street

Business & Money

Wayne von Borstel

Personal Finance

High 5 Communications

WAYNE VON BORSTEL, CFP® ChFC, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts.  Von Borstel then continues the educational voyage, guiding us through the accumulation, transition and retirement phases of our financial life, explaining how core truths clarify and keep us aligned with our financial objectives. The principles outlined in the Estate Planning chapter can serve as a road map for avoiding the common mistakes that foster everything from family disputes to more tragic consequences.  The book is resplendent with case studies based on the author s real-life experiences, both rewarding and disappointing. While some readers may find the author s candor discomforting, von Borstel states, I have never attended a funeral where people talked about the investment returns of the deceased. However, I have heard many funeral conversations asking why the deceased didn t have a will, life insurance, proper documents, or why they didn t put more aside for the family left behind. Planning is about people, pure and simple.  Finally, von Borstel gives us a rare glimpse into the mind and heart of a financial professional dedicated to helping clients find serenity and purpose in life while creating a memorable legacy.

Reference

Grand Theft Portfolio is a book for the 19%. The American financial press is flooded with stories about the looming retirement crisis among the 80% of Americans that are saving little or nothing for retirement. We've also been regaled with the tales of the 1% who have more money than they can hope to spend in one lifetime. What we haven't heard is the story of what lies in wait for the remaining 19% of Americans who are "playing by the rules", diligently saving for the day when their working careers have ended and they need to make their savings last for 30 or even 40 years. Written in a provocative style that pulls no punches against the heavyweight champion of American industry, Grand Theft Portfolio informs readers that Americans will likely find their retirement plans delayed for years. Even worse, a generation of baby boomers who thought they had saved more than enough for their own retirement will find their piggy-banks gradually drained to fund the lavish lifestyles of so-called wealth managers who manage to put your wealth in their pockets. Grand Theft Portfolio is your defense against an industry bent on breaking you. As you'll learn, it's not an opinion. It's arithmetic.

Grand Theft Portfolio: The big business of financial advice is busting the Boomers. Its not an opinion. Its arithmetic.

Steve Wintermeier

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Lynda Fisher

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