Smart Couples Finish Rich, Revised and Updated: 9 Steps to Creating a Rich Future for You and Your Partner
Page 29
To Larry Rifkin at Connecticut Public Television: thank you for working so hard to bring my Smart Women Finish Rich special to PBS. A public television show needs an underwriter, and I was very fortunate to have three. First, thank you to Rick Sapio, the tireless founder of Mutuals.com. I will be forever grateful to you for being the lead underwriter. A big thank-you also goes out to our other underwriters, Women.com and Van Kampen Mutual Funds.
To my world-class agent, Jan Miller: I will always be indebted to you for your guidance and shrewd deal-making. To Shannon Miser Marvin: thank you for returning all my calls, dealing with the contracts, and handling the hundreds of details that always need to be nailed down. You are the best!
To Harry Cornelius, thank you for your outstanding expertise in negotiating my financial service contracts. To Stephen Breimer, thank you for your excellent legal advice. I am truly grateful to you two gentlemen for helping me take FinishRich™ Inc. to the next level.
I also want to express my gratitude to my many mentors and coaches. To Bill Bachrach, the author of Values-Based Financial Planning: I will always be grateful for your TAC program and your permission to use your values conversation in Smart Women Finish Rich. To Bill Phillips, the author of Body for Life: your book has done amazing things to improve not only my health but Michelle’s as well. To Dan Sullivan: thank you for Strategic Coach and for Strategic Couples. Your coaching program has dramatically changed the quality of our lives. To Tony Robbins: you are truly a world-class leader and coach. Thank you for creating “Date with Destiny”—it is because of you and your programs that I have been able to go for my dreams.
To Kathleen Price, my unbelievable “right hand” at The Bach Group: I will be forever appreciative for all that you do. Thanks for keeping The Bach Group growing, the clients happy, and me in good spirits while I write, speak, travel, and manage money—all at the same time. To the rest of The Bach Group team—Marty Bach, Emily Bach, Tom Moglia, Jeff Borges, Sharon Hundal, Geraldine Kobayashi, Leonore Pearsall, Patricia Brown—thank you all for making The Bach Group such a world-class money management group.
To my incredible parents, Bobbi and Marty Bach, words cannot express how much I love you both. I am truly grateful for your never-ending love and encouragement. Your belief in my abilities and your constant “cheering” through the good as well as the challenging times have allowed me to keep pushing forward. Thank you for providing me with an example of what a great marriage is and what it means to be a Smart Couple that works together to succceed in life.
To my sister Emily, congratulations on all your success. Thanks for doing “Smart Women Finish Rich” seminars and sharing the message. Most important, thanks for being such an amazing sister and such a great friend. To my brother-in-law Tom Moglia: thanks for making my sister so happy and being an all-around great guy.
To my “second family,” Joan, Bill, Nana, and Michael: thanks for your constant love and encouragement and telling all your friends about my book. Most important, to Joan and Bill: thanks for having Michelle and letting me marry her!
To my incredible group of longtime friends—Betsey and T.G. Fraser, Jeff and Caroline Guenther, Donna and Jeff Odiorne, Jenny and Bill Holt, Steve Jones, Elliot Blumberg, David Kronick, Jeff and Dawn Adams, Tom Cooper, Andrew and Belinda Donner, Karen and Drew Warmington, Adam and Julie Young—thanks for your love and for being the best friends a guy could ask for.
Last, to my grandmother Rose Bach: thank you for being my original inspiration for writing Smart Women Finish Rich. I love you and miss you every day. Thank you for rooting for me up in heaven.
I am grateful to all of you from the bottom of my heart.
David Louis Bach
San Francisco, California
APPENDIX 1
WHERE DOES THE
MONEY REALLY GO?
One of the most important parts of getting your financial life together is having a solid grasp on exactly what your current cash flow is. To do this, use the worksheet that follows.
To download a printable PDF of the Appendix, go to http://rhlink.com/9780525572947amain.
APPENDIX 2
FINISHRICH
INVENTORY
PLANNER™
To download a printable PDF of the Appendix, go to http://rhlink.com/9780525572947amain.
APPENDIX 3
PURPOSE-FOCUSED
FINANCIAL PLAN™
The additional Purpose-Focused Financial Plan worksheets that follow are for your partner to fill out and for the two of you to fill out as a couple. The guidelines on this page will help you both think about five key goals that you each want to accomplish over the next 12 months.
To download a printable PDF of the Appendix, go to http://rhlink.com/9780525572947amain.
HOW TO REACH US
…go to DavidBach.com
If you would like more information about Smart Couples Finish Rich or other programs we have developed, please contact us at www.DavidBach.com. There you will find information on:
My free online Sunday newsletter (goes out on Sundays when I write it)
How to attend a Smart Couples Smart Retirement™ and/or Smart Women Finish Rich™ Seminar
How to hire David Bach to speak at your next event
For financial advisors: How to become licensed to teach FinishRich™ Seminars
And lots of other cool stuff for you to live and finish rich
To everyone who has written and e-mailed me…THANK YOU from the bottom of my heart…I am incredibly grateful and humbled by the amount of letters and e-mails I have received thus far. If this book has made a significant impact on you, please know that I would like to hear about your successes!
Maybe your personal story (if you give us permission) will become part of a future edition. To share success stories, e-mail us at success@finishrich.com. I can’t promise a reply, but I can promise I will read it. Also visit me at facebook.com/davidbach.
Lastly, I am no longer taking financial-planning clients and, due to legal liabilities, I unfortunately cannot answer personal financial questions. If you have specific financial questions, I strongly recommend meeting with a professional.
ABOUT THE AUTHOR
David Bach has helped millions of people around the world take action to live and finish rich. He is one of the most popular and prolific financial authors of our time, with eleven consecutive national bestsellers, nine New York Times bestsellers, including two consecutive #1 New York Times bestsellers, Start Late, Finish Rich and The Automatic Millionaire, as well as the national and international bestsellers Smart Couples Finish Rich; Smart Women Finish Rich; Debt Free For Life; Start Over, Finish Rich; Fight for Your Money; Go Green, Live Rich; The Automatic Millionaire Homeowner; The Finish Rich Workbook; and The Automatic Millionaire Workbook. Bach carries the unique distinction of having had four of his books appear simultaneously on the Wall Street Journal, Businessweek, and USA Today bestseller lists. In all, his Finish Rich books have been published in more than nineteen languages, with more than 7 million copies in print worldwide.
Bach’s breakout book, The Automatic Millionaire, was the #1 business book of 2004, according to Businessweek. It spent thirty-one weeks on the New York Times bestseller list and was simultaneously number one on the bestseller lists of the New York Times, Businessweek, USA Today, and the Wall Street Journal. With more than 1.5 million copies sold, this simple and powerful book has been translated into fifteen languages and has inspired thousands around the world to save money automatically.
Bach is regularly featured in the media. He has been a regular contributor to NBC’s Today, appearing on ithe show over one hundred times. He appeared six times on The Oprah Winfrey Show to share his strategies for living and finishing rich and has made regular appearances on NBC’s Weekend Today show, CNN’s Larry King Live, ABC’s Live with Regis and Kelly, The View, CBS’s Early Show, ABC News, Fox News, Fox Business, PBS, and CNBC. He has been profiled in many major publications, including the New York Ti
mes, Businessweek, USA Today, People, Reader’s Digest, Time, Financial Times, the Washington Post, the Wall Street Journal, the Los Angeles Times, the San Francisco Chronicle, Working Woman, Glamour, Family Circle, and Redbook. He has been a contributor to Redbook magazine, Smart Money magazine, Yahoo! Finance, AOL Money, and Oprah.com.
David Bach is the creator of the Finish Rich® Seminar series, which highlights his quick and easy-to-follow financial strategies. More than half a million people have learned how to take financial action to live a life in line with their values by attending his Smart Couples, Smart Retirement™, Smart Women Finish Rich®, Smart Couples Finish Rich®, and Find the Money seminars, which have been taught in more than 2,000 cities throughout North America by thousands of financial advisors.
An internationally renowned motivational and financial speaker, Bach regularly presents seminars for and delivers keynote addresses to the world’s leading financial service firms, Fortune 500 companies, universities, and national conferences. He is the founder and chairman of FinishRich Media, a company dedicated to revolutionizing the way people learn about money. Prior to founding FinishRich Media, he was a senior vice president of Morgan Stanley and a partner of The Bach Group, which during his tenure (1993 to 2001) managed more than half a billion dollars for individual investors. He was the vice chairman of a nationally recognized RIA with $15 billion under management from 2014 to 2015. Bach is the co-founder and current Director of Investor Education of AE Wealth Management, one of the country’s fastest-growing RIAs with more than 215 advisor partner offices and 345 advisors (as of October 2017).
David Bach lives in New York with his family. Please visit his website at www.davidbach.com.
FinishRich.com
facebook.com/DavidBach
twitter.com/AuthorDavid Bach
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