2
Ekonomi & Business
Joyce explains financial planning and investing through a fable. Fifty-eight-year-old Richard Viva of Houston sells his oilfield services businesses to a competitor and clears $12 million on the deal. Rich is proud of his success and excited about his newfound freedom. But he's also confused about what to do next. For three decades, Rich has dedicated himself to building his company. His work was the core of his self-identity. Now that he has cashed out, Rich wants to make sure he doesn't squander his hard-earned money and that he can leave a legacy for his wife Peg and their two grown children. He knows he needs to revisit his financial plan, but he no longer has the trusted advice of his long-time friend and adviser, who had passed away a few months earlier. Rich makes an appointment at the firm, where he meets with another adviser to discuss basic financial investment advice for Rich to consider. Joyce is there to walk him and others in the fable through their financial planning and investment challenges.
© 2020 Ascent Audio (Ljudbok): 9781663701176
Utgivningsdatum
Ljudbok: 20 juli 2020
2
Ekonomi & Business
Joyce explains financial planning and investing through a fable. Fifty-eight-year-old Richard Viva of Houston sells his oilfield services businesses to a competitor and clears $12 million on the deal. Rich is proud of his success and excited about his newfound freedom. But he's also confused about what to do next. For three decades, Rich has dedicated himself to building his company. His work was the core of his self-identity. Now that he has cashed out, Rich wants to make sure he doesn't squander his hard-earned money and that he can leave a legacy for his wife Peg and their two grown children. He knows he needs to revisit his financial plan, but he no longer has the trusted advice of his long-time friend and adviser, who had passed away a few months earlier. Rich makes an appointment at the firm, where he meets with another adviser to discuss basic financial investment advice for Rich to consider. Joyce is there to walk him and others in the fable through their financial planning and investment challenges.
© 2020 Ascent Audio (Ljudbok): 9781663701176
Utgivningsdatum
Ljudbok: 20 juli 2020
Kliv in i en oändlig värld av stories
Helhetsbetyg baserat på 1 betyg
Ladda ner appen för att vara med i snacket och lämna recensioner.
Visar 1 av 1
Cilla
16 apr. 2023
A fictional and storytelling way to convey important messages on private economy and investment. A heart-warming story of a man who sells his life time company and tries to come up with a plan to secure his income as a retiree. During the story we meet his wife and daughters, friends and business advisor(s), teachers and new acquaintances who each contribute to the do’s and don’ts.Although a sweet story with some basic tips and tricks in how to decide what’s important to you in life and doing write things in the right order, it’s hard to relate unless you are good for $16 million dollars when making decisions on how to live comfortably the last period of time of you life as a retired former business owner.
Svenska
Sverige