Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind 1st Edition Michael J. Nathanson

Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind 1st Edition Michael J. Nathanson- Ebook Instant Download/Delivery ISBN(s): 9783319984155,9783319984162,3319984152,3319984160

Product details:

• ISBN 10:3319984160
• ISBN 13:9783319984162
• Author: Michael J. Nathanson

Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of successful, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of an executive and an entrepreneur, the book breaks down the case into chapters and offers practical discussions of all the key financial planning components—investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few—with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book provides a guide, with technical information alongside general themes, focused on how to build an effective financial plan.In addition to all the benefits of the first edition, this second edition provides significant new content and insights for the entrepreneur who is planning for a future liquidity event such as a sale. It also provides detail on how to manage concentrated ownership positions and on ESG investment strategies, a rapidly growing investment theme. Finally, the second edition includes tax, estate planning, regulatory, and other updates to reflect changes since the first edition was published.

Table contents:

1. The Story of David and Goliath, and Abby and Samson: A Journey with No Direction
2. The Goals of Executive Financial Planning: Peace of Mind and the Five Pillars
3. Understanding and Negotiating Executive Employment Agreements for Success
4. The ABCs (and ESPPs, RSUs, SARs, ISOs, and NSOs) of Equity-Based Compensation
5. The Story of David and Goliath, And Abby and Samson: The Aftermath
6. Achieving Financial Independence: Goals-Based Planning
7. Investment Planning in Five Steps
8. Tax Planning and the Ten Commandments
9. Estate Planning and Why It’s Really So Important
10. Planning for Philanthropy and What It Can Do for Everyone
11. Managing Some of Life’s Great Risks Through Insurance
12. Finding the Right Advisors
13. The Alternative Story of Delilah, Redemption, and the Promised Land

People also search:

how much money do personal financial advisors make

executive financial planner salary

what are the steps in personal financial planning

examples of personal financial planning

financial planning for executives