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Personal Finance QuickStart Guide: The Simplified Beginner’s Guide to Eliminating Financial Stress, Building Wealth, and Achieving Financial Freedom
THE ULTIMATE BEGINNER’S GUIDE TO TAKING CONTROL OF YOUR FINANCES IN 2020 AND BEYOND
INCLUDES FILLABLE SIMPLIFIED BUDGET SPREADSHEET AND OTHER ESSENTIAL DIGITAL ASSETS
Are you tired of feeling stressed out and overwhelmed when you think about your finances?
Have you gotten frustrated with personal finance advice from “experts” that doesn’t feel like it speaks to your unique financial situation?
No matter where you are in your financial journey Personal Finance QuickStart Guide covers everything you need to know to make a positive financial change in your life.
At a time when 80% of US workers live paycheck to paycheck and as many as 40% of Americans can’t afford a surprise $400 expense it has never been more important to take control of your financial wellbeing.
In Personal Finance QuickStart Guide author, podcaster, and financial advisor Morgen B. Rochard CFA, CFP®, RLP® pulls back the personal finance curtain to present personal finance wisdom that is so simple anyone can start putting it to use today.
Morgen has distilled a career’s worth of experience in the financial world into an uncommonly helpful guide to the common money problems we all face. Filled with personal stories told in her straightforward and candid style, this book is the missing ingredient for anyone who wants to take control of their finances and live their most fulfilled life.
It doesn’t matter where you are on your financial journey, how much experience you have, or how much money you have in the bank—you can make the financial changes needed to build the fulfilling life you deserve with the time-tested and proven personal finance wisdom enclosed in this book.
Personal Finance QuickStart Guide Is Perfect For:
- Millennials who feel like they never got a handle on their finances and want to catch up
- Young adults who want to build a good financial foundation for the future
- Working professionals who are thinking about retirement
- Anyone looking to make a financial change in their life and build wealth
Personal Finance QuickStart Guide Covers:
- How to think about money and craft your own positive money mindset
- Repairing your credit score to increase your buying power and provide more freedom in your life
- The difference between good and bad debt and how to pay down and manage debt
- Financial goal setting with actionable steps to accomplish your goals
How to prepare for retirement and secure your own financially independent future
Personal Finance QuickStart Guide Will Teach You:
- How to build a positive money mindset, analyze your own money habits, and secure your own financial freedom for good times and bad
- How to effectively manage and pay down debt, the difference between good and bad debt, and how to raise your credit score (and keep it high)
- How to translate your dreams into a financial reality without restrictive budgeting or beating yourself up over daily spending
- The best way to prepare for major life events like home buying, weddings, and sending kids off to college
- Yes, you need to invest—how to put your money to work for you without assuming a mountain of risk or learning complicated charts
- How to prepare for retirement the smart way, what to do if you come into money, how to reduce your tax burden and more—your entire personal finance journey is in these pages!
*LIFETIME ACCESS TO FREE PERSONAL FINANCE DIGITAL ASSETS*
- Easy to use Simplified Budget Spreadsheet
- 1 Page Personal Finance Plan
- Effective Goal Setting Workbook
- Additional visual aids, infographics and more!
INCLUDES FILLABLE SIMPLIFIED BUDGET SPREADSHEET AND OTHER ESSENTIAL DIGITAL ASSETS
Are you tired of feeling stressed out and overwhelmed when you think about your finances?
Have you gotten frustrated with personal finance advice from “experts” that doesn’t feel like it speaks to your unique financial situation?
No matter where you are in your financial journey Personal Finance QuickStart Guide covers everything you need to know to make a positive financial change in your life.
At a time when 80% of US workers live paycheck to paycheck and as many as 40% of Americans can’t afford a surprise $400 expense it has never been more important to take control of your financial wellbeing.
In Personal Finance QuickStart Guide author, podcaster, and financial advisor Morgen B. Rochard CFA, CFP®, RLP® pulls back the personal finance curtain to present personal finance wisdom that is so simple anyone can start putting it to use today.
Morgen has distilled a career’s worth of experience in the financial world into an uncommonly helpful guide to the common money problems we all face. Filled with personal stories told in her straightforward and candid style, this book is the missing ingredient for anyone who wants to take control of their finances and live their most fulfilled life.
It doesn’t matter where you are on your financial journey, how much experience you have, or how much money you have in the bank—you can make the financial changes needed to build the fulfilling life you deserve with the time-tested and proven personal finance wisdom enclosed in this book.
Personal Finance QuickStart Guide Is Perfect For:
- Millennials who feel like they never got a handle on their finances and want to catch up
- Young adults who want to build a good financial foundation for the future
- Working professionals who are thinking about retirement
- Anyone looking to make a financial change in their life and build wealth
Personal Finance QuickStart Guide Covers:
- How to think about money and craft your own positive money mindset
- Repairing your credit score to increase your buying power and provide more freedom in your life
- The difference between good and bad debt and how to pay down and manage debt
- Financial goal setting with actionable steps to accomplish your goals
How to prepare for retirement and secure your own financially independent future
Personal Finance QuickStart Guide Will Teach You:
- How to build a positive money mindset, analyze your own money habits, and secure your own financial freedom for good times and bad
- How to effectively manage and pay down debt, the difference between good and bad debt, and how to raise your credit score (and keep it high)
- How to translate your dreams into a financial reality without restrictive budgeting or beating yourself up over daily spending
- The best way to prepare for major life events like home buying, weddings, and sending kids off to college
- Yes, you need to invest—how to put your money to work for you without assuming a mountain of risk or learning complicated charts
- How to prepare for retirement the smart way, what to do if you come into money, how to reduce your tax burden and more—your entire personal finance journey is in these pages!
*LIFETIME ACCESS TO FREE PERSONAL FINANCE DIGITAL ASSETS*
- Easy to use Simplified Budget Spreadsheet
- 1 Page Personal Finance Plan
- Effective Goal Setting Workbook
- Additional visual aids, infographics and more!
354 pages, Kindle Edition
Published October 16, 2020
245 people are currently reading
196 people want to read
About the author
Morgen B. Rochard
3 books1 followerMorgen B Rochard, CFA, CFP®, RLP®, is a financial advisor, author, podcaster, and founder of Origin Wealth Advisors LLC, a financial advisement firm. At Origin, Morgen focuses on driving personal connections and getting to the root of the financial success of her clients. This is a natural extension of her mission to help others live their most fulfilled, financially stress-free lives.
Morgen’s approach is designed to help her clients find peace of mind with all aspects of their situation—financial and beyond. As a Registered Life Planner® her role is to help others truly live their passion. This framework helps clients explore what is most important to them, dive deeper into what they want to prioritize, and remove any obstacles that may get in their way.
Prior to starting her own practice, Morgen worked extensively with such notable financial heavyweights as UBS Financial Services and Merrill Lynch.
*BOOK RELATED CONTACT INFO:*
For all inquiries related to Morgen's titles or ClydeBank Media LLC please visit www.clydebankmedia.com, send an email to support@clydebankmedia.com or call (888) 386-2624
Morgen’s approach is designed to help her clients find peace of mind with all aspects of their situation—financial and beyond. As a Registered Life Planner® her role is to help others truly live their passion. This framework helps clients explore what is most important to them, dive deeper into what they want to prioritize, and remove any obstacles that may get in their way.
Prior to starting her own practice, Morgen worked extensively with such notable financial heavyweights as UBS Financial Services and Merrill Lynch.
*BOOK RELATED CONTACT INFO:*
For all inquiries related to Morgen's titles or ClydeBank Media LLC please visit www.clydebankmedia.com, send an email to support@clydebankmedia.com or call (888) 386-2624
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Displaying 1 - 5 of 5 reviews
July 28, 2021
The author’s voice is easy to read. The book provide the various finance story to help open readers’s problem.
January 13, 2023
Amazing book
This book will truly inspire you how to be free financially speaking. It's never too late to start your freedom.
This book will truly inspire you how to be free financially speaking. It's never too late to start your freedom.
December 29, 2020
This book is highly tailored for the US audience with all relevant culture and legal traditions
April 22, 2025
For US citizens, if you read this one book thoroughly, all your personal finance knowledge requirements are completely covered! Out of several books that I have read, this one covers everything most comprehensively (indeed, being written by an accounting professional). Hope, it is kept updated in later editions as things change, too.
Displaying 1 - 5 of 5 reviews