Member Reviews
The strength of the book is the way it asks you to look at how you make decisions and points out how that process may not be in your best interest.
While there is basic investment and financial planning information, it is pretty basic.
Unfortunately, much of the book sounds like an ad for a financial planner. Grade: B-
The Money Navigator is like a lighthouse in the fog of financial market and the vast amount of available products.
He can add value in different areas, i.e:
1) raccomanding an asset strategy that alignes to your goals, objectives, time frames and risk tolerance
2) implementing cost effective solutions
3) rebalancing your portfolioin order to mantain the integrity of the asset allocation
4) utilizing behavioural coaching to help clients manage their emotions
5) implementing proper tax management and asset allocation
6) providing spending strategies / distribution phase advising
7) total return vs income investing / guaranteeing income strategies utilizing annuity allocations