Am I Going to Be Okay?

Money: Timely Intelligence, Actionable Ideas, Answers to the Questions that Really Matter

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Pub Date Nov 26 2024 | Archive Date Dec 01 2024

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Description

In Am I Going to be Okay? (And is Okay enough?) CERTIFIED FINANCIAL PLANNER™ Patti Brennan reveals her time-tested approach to answering these questions. Drawing on over three decades of experience, Patti tackles the most common worries, mistakes, and challenges facing many Americans irrespective of their age and number of zeros in their net worth. The book introduces a comprehensive process for creating a system that is tailored to your unique goals, resources and challenges. Readers will also learn powerful strategies that can accelerate progress.

With wisdom, empathy and humor, Patti offers practical strategies and tools for taking control of your financial life so you can focus on what matters most. You’ll discover how to maximize your resources, minimize your taxes, and make confident decisions that are right for you and the people you love.

In Am I Going to be Okay? (And is Okay enough?) CERTIFIED FINANCIAL PLANNER™ Patti Brennan reveals her time-tested approach to answering these questions. Drawing on over three decades of experience...


Advance Praise

"Patti Brennan’s Am I Going to Be Okay? is the book I’ve been waiting for my entire adult life. She leads the reader effortlessly through the maze that is personal finance, one in which many of us, myself included, had long felt hopelessly lost. And, along with a treasure trove of crucial information, she gives us her own remarkable life story. She understands that the facts of a life, anyone’s life, are intricately interwoven with the facts about money, and how to manage it. It’s a book I’d never expected to read―a page-turner about personal finance. It’s a significant accomplishment."

― Michael Cunningham

Pulitzer Prize winning author of The Hours, Day, and others


"Money matters can be hard to grasp, especially when trying to plan a future that can, itself, be hard to grasp. One’s eyes cross. Patti Brennan’s clear and carefully considered guidelines provide a way to see and plan with calming foresight. She marshals her thirty years of experience to tell entertaining hands-on stories to make finance personal, meaningful, and fun."

― Ken Corbett, Ph.D.

Clinical Assistant Professor, New York University; author, Boyhoods: Rethinking Masculinities and A Murder Over a Girl: Gender, Justice, Junior High.


"Patti Brennan knows people and she knows money. This book is for every person who has ever worried about money. Written with compassion, common sense and humor, this book is the financial advisor everyone needs and it gives every reader the chance to understand the world of money and to do well in it."

― Amy Bloom

NY Times best-selling author, In Love, White Houses, Lucky Us, Away, and others


"Patti Brennan has written an extraordinary book: lively, practical, clear, and enormously helpful for anyone who has the need for financial planning. Her approach is client centered and outcome oriented. She focuses on client needs, and is able to quickly separate what is important from all the noise and jargon that surrounds most discussions of investing and financial planning. Whether you're a professional yourself, or simply someone who wants to know whether they'll 'be okay,' this book is for you."

― John Emerson

Vice Chairman, Capital International, Inc.


"In Am I Going to Be Okay? Patti Brennan guides readers through the complex world of personal finance with warmth, wisdom, and actionable advice. Drawing on her decades as one of Barron's top-ranked U.S. advisors, she goes beyond numbers to show how money is inextricably linked with our fears as well as our values, goals, and dreams. Whether you're just starting out or nearing retirement, Patti provides the tools and insights to navigate life's challenges with clarity and confidence. Her passion shines through as she empowers readers to make smart choices, build wealth, and create meaningful legacies. In a world where finances are a source of anxiety for nearly everyone, this book gives the reader reassurance and hope, proving that with the right plan, you will be more than okay."

― Susan Theder

Chief Marketing and Experience Officer, FMG Suite

"Patti Brennan’s Am I Going to Be Okay? is the book I’ve been waiting for my entire adult life. She leads the reader effortlessly through the maze that is personal finance, one in which many of us...


Available Editions

EDITION Hardcover
ISBN 9781946633569
PRICE $29.99 (USD)
PAGES 296

Available on NetGalley

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Featured Reviews

Thanks to the publisher and Netgalley for this eARC.

Patti Brennan’s Am I Going to Be Okay? is a timely and insightful guide that addresses the financial anxieties many of us face today. With over three decades of experience as a CERTIFIED FINANCIAL PLANNER™, Brennan brings a wealth of knowledge and a compassionate approach to a topic that often feels overwhelming.

This book is structured to provide actionable ideas and answers to the questions that really matter when it comes to personal finance. Brennan’s writing is clear and accessible, making complex financial concepts understandable for readers of all backgrounds. She tackles common worries and mistakes, offering practical strategies to help readers take control of their financial lives.

One of the standout features of this book is Brennan’s ability to tailor advice to individual needs. She introduces a comprehensive process for creating a financial system that aligns with your unique goals, resources, and challenges. This personalized approach ensures that the advice is relevant and applicable, no matter your financial situation.

Brennan’s empathy shines through in her writing. She understands that financial planning is not just about numbers; it’s about the peace of mind that comes from knowing you’re making informed decisions. Her humor and wisdom make the book an engaging read, and her practical tips are immediately implementable.

Am I Going to Be Okay? is more than a financial guide; it’s a roadmap to financial confidence. Brennan’s strategies for maximizing resources, minimizing taxes, and making confident decisions are invaluable. Whether you’re just starting your financial journey or looking to refine your existing plan, this book offers the tools you need to succeed.

Patti Brennan’s Am I Going to Be Okay? is a must-read for anyone looking to gain control over their financial future. It’s a comprehensive, empathetic, and practical guide that empowers readers to make smart financial decisions and focus on what truly matters in life.

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