Koolau
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Got a relatively new friend who is a Financial Planner with one of the "big" firms. I won't mention the company because you might give up hope of ever influencing him. I don't work with his company (heck, I don't "work" with any company) when it comes to financial planning. I'm strictly DIY at this point - too many bad experiences when I tried to get "paid" help.
SO here's the deal. In general terms, I've talked to this guy about "How I Did It" (e.g., retired early, moved to paradise, bought a condo, still have growing non-RE assets, etc.) He's a young guy, not quite 40, and seems genuinely interested in "learning" about financial planning (I was thinking that it's about time since he's been doing it for several years!) He actually asked ME what books he should be reading.
My first inclination is to suggest he read "A Random Walk Down Wall Street" and then find everything Jack Bogle has ever written. Sounds too "simple" so I thought I'd ask the group what books (from financial "history" to "nuts-and-bolts") you all would recommend to him. This guy is an honest man who would not knowingly take advantage of his clients nor steer them wrong for his own profit. Still, he does "sales" and I sense that he was set back on his heels by the recent unpleasantness just like the rest of (many of) us.
I see a window of opportunity to make a "bad boy (with good intentions) go good" so to speak.
So any suggestions you have (preferably with a line or two of synopses - e.g., "A Random Walk Down Wall Street" - A treatise on managing your own portfolio) would be appreciated.
SO here's the deal. In general terms, I've talked to this guy about "How I Did It" (e.g., retired early, moved to paradise, bought a condo, still have growing non-RE assets, etc.) He's a young guy, not quite 40, and seems genuinely interested in "learning" about financial planning (I was thinking that it's about time since he's been doing it for several years!) He actually asked ME what books he should be reading.
My first inclination is to suggest he read "A Random Walk Down Wall Street" and then find everything Jack Bogle has ever written. Sounds too "simple" so I thought I'd ask the group what books (from financial "history" to "nuts-and-bolts") you all would recommend to him. This guy is an honest man who would not knowingly take advantage of his clients nor steer them wrong for his own profit. Still, he does "sales" and I sense that he was set back on his heels by the recent unpleasantness just like the rest of (many of) us.
I see a window of opportunity to make a "bad boy (with good intentions) go good" so to speak.
So any suggestions you have (preferably with a line or two of synopses - e.g., "A Random Walk Down Wall Street" - A treatise on managing your own portfolio) would be appreciated.