What if you could secure your financial future today?
With the right plan, you can live abundantly, give outrageously, and win the Game of Wealth.
Everyone, especially the family steward, desires to answer life’s four questions:
To ensure your financial and life success, you must take these questions in order and be able to answer ‘yes’ to each one before moving on to the next. To family stewards, answering these questions in the affirmative provides proof of their success.
It’s important to note that while wealth is part of the success equation, the answers aren’t measured exclusively in financial terms.
A fulfilling and successful life is measured by all aspects of life-relationships, benevolence, career, faith, physical and mental health-which is why so many people approach their later years of life questioning their decisions and actions.
Tabella dei contenuti
Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi
Note to the Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Part 1: Pre-Game Analysis . . . . . . . . . . . . . . . . . 1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Chapter 1: What Does It Mean to Be a Family Steward? . . . . . . . . . . . . . 7
Chapter 2: The Four Core Principles for Success . . 14
Chapter 3: Discover Your Life Goals . . . . . . . . . . . 28
Part 2: Original Game Plan . . . . . . . . . . . . . 35
Chapter 4: What Isn’t Working? . . . . . . . . . . . . . . 37
Chapter 5: How to Build Your Financial Goal Plan . . . . . . . . . . . . . . . . . . . . . . 44
Part 3: Half-Time . . . . . . . . . . . . . . . . . . . . . . . . 51
Chapter 6: Winners Make Half-Time Adjustments . . . . . . . . . . . . . . . . . . . . 53
Chapter 7: What Makes a Strong Investment Portfolio? . . . . . . . . . . . . . 62
Chapter 8: How Do Social Security and Medicare Benefits Affect the Half-Time Adjustments? . . 71
Part 4: New Game Plan . . . . . . . . . . . . . . . . . . 81
Chapter 9: Designing Your Personal Financial Policy Statement . . . . . . . . . . . . . . . . . 83
Chapter 10: When Do You Reach Enough? . . . . . . 101
Chapter 11: More Than Enough . . . . . . . . . . . . . . 106
Chapter 12: Enough to Give . . . . . . . . . . . . . . . . . 111
Chapter 13: Enough for Lasting Impact . . . . . . . . 116
Part 5: Championship . . . . . . . . . . . . . . . . . . . 123
Chapter 14: Living the Championship Life . . . . . . 125
Appendices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Endnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
About Mark A. Aho . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Circa l’autore
Mark A. Aho is a devoted husband, a dedicated father, and a successful financial advisor in the Upper Peninsula of Michigan. Blessed to be adopted as an infant and raised by loving parents, he embraces the noble notions of faith and family. As a life-long learner, Mark champions a positive view of the future and anyone’s ability to build wealth. Over the years, he has built a team of professionals who reflect his persistent drive for excellence. Mark’s passion overflows as he mentors his team and others to serve every client through premium wealth management services.Mark fully enjoys life by immersing himself in the continual improvement of mind, body, and spirit. He enjoys a lifelong passion for downhill skiing, especially being on a mountain top with breathtaking views around him. Mark also plays golf with friends and cleints, however, he finds it to be a most humbling sport that reminds him on every round there is something new to learn each day. Mark and his wife, Julie, share life together with their two adult children, Christina and Ross.
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