Saturday, January 10, 2015

Make Money, Think Rich: My Review

About the Book:
You are here today because your ancient ancestors cooperated to survive a brutal environment with life threatening predators. That herd mentality backfires when investing. Can you overcome your instincts to sell low and buy high with the rest of the crowd? Read a few paragraphs of Dale Buckner's book and you too can profit from the mistakes of others.

About the Author: Dale Buckner has spent his 25-year career as a financial planner helping people avoid the mistakes that wreck most financial plans. He has the academic credentials: a BS, MBA, the designation as a CERTIFIED FINANCIAL PLANNER™ Practitioner and an Accredited Investment Fiduciary®.

Dale has hosted a financial radio program for two decades. He's heard it all while in the trenches, solving people's problems and helping guide them through some of the most violent market swings in the history of the stock market. His experience and sage advice can help you avoid tragic mistakes like selling at the bottom of a market cycle or buying into a bubble. 

Dale helps clients achieve their financial and personal goals using Life Stage Planning, an advanced form of financial planning he developed with the help of the CERTIFIED FINANCIAL PLANNING® course work.

Dale is a Registered Principal and offers securities through United Planners Financial Services, member FINRA and SIPC. He holds security licenses Series 7, 24, 63, and 65 and has been insurance licensed since 1988. Dale offers financial planning and investment counseling through his Registered Investment Advisory firm, Dale Buckner, Inc. Dale Buckner, Inc. and United Planners Financial Services are not affiliated.

My Comments:
I enjoyed this book.  I liked the way Buckner started it by telling us that we are created by God, and don't have design defects.  Buckner goes on to look at primitive societies to give us an idea of why we behave the way we do.  After that, it is a pretty basic guide to saving money and investing, but Buckner reminds us time and again that just because everyone is doing it (selling, buying, whatever) is no reason for us to do it.  Rather, we need to make a plan and stick to it.  

While I can't say there was anything earthshaking in this book, it was a good little pep talk on making a plan and sticking to it.  While market cycles were discussed, there were no long technical explanations of how to predict them or beat them, just encouragement to stick with the plan.  

I'd like to thank the publisher for making a review copy available via NetGalley.  Grade:  B.

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