Keep It Simple, Make It Big: Money Management for a Meaningful Life

by Michael Lynch

Has your personal finance plan become so complex, you can’t even understand it? Who wouldn’t be confused today? Investment pitchmen, mega-insurance companies, and even state and federal governments are vying for our money, making it more difficult than ever to manage it how we want. But simplifying your plan and reclaiming what’s yours is easier than you think. In Keep It Simple, Make It Big, award-winning financial planner, Michael Lynch, uses his nearly twenty years of practical experience to help you create, protect, and enjoy financial success. You’ll learn how to recognize and overcome common financial mistakes, from paying too much in taxes and falling victim to inflation, to blowing your investments and failing to protect what you cannot afford to lose. Michael’s simple systems put you in the driver’s seat to enjoy a lifetime of tax-efficient income, protect your family, and retire on your own terms. Ultimately, this book will help you cut through the BS and put you back in charge.

192 pages, Kindle Edition

Published October 27, 2020

About the author

I am a Certified Financial Planner with nearly twenty years of experience working with American families to craft plans that fund their dreams, educate their children, and finance their retirement.

A former onsite financial planner at ESPN, I have contributed to The Wall Street Journal, TheStreet’s Retirement Daily, and Investor’s Business Daily, as well as hosting Smart Money Radio for a decade. I am a regular speaker and financial planning instructor for conferences and corporations alike, including Madison Square Garden, among many others.

I am a five-time recipient of Financial Planner of the Year for MetLife and a 2019 inductee to the Barnum Financial Group Hall of Fame. You can enjoy my latest articles and videos on my website.

Reviews

[Amy · Rating 4 out of 5]

I am not the kind of person who usually reads books on financial planning. However, I enjoyed this one. Because of longevity, many people retire for up to thirty years! It is important to plan, and this book helps an ordinary person start doing that. As he says, “Finance is a lot like fitness: it only works when applied consistently over many years.”

[Jordy Madueño · Rating 1 out of 5]

Misleading title

It’s a short book about some social security advice. It’s not about investment or asset creation, it’s just about the legal options we can use to leave a will, use trusts, select a retirement option, and things that would take an article to explain. It has nothing to keep it simple and definitely nothing to make it big. The author have been advised to change the title and instead he updated the text with no success. I know that because he says so in the end. Shameful. The only good thing is that I was able to try new reading technics to read it fast.