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Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death
What Most Financial Advisors Will Not Tell YouAccording to Rebecca Walser, tax attorney and financial strategist, conventional wealth building wisdom has been leading Americans astray for 40 years. In Wealth Unbroken, Rebecca explains how and why following the popular beliefs about long-term wealth building are keeping 96 out of 100 Americans from financial success in their retirement.
˃˃˃ A New, Refreshing Approach To A Critical SubjectWall Street and mediocre, fee-seeking financial advisors have fed half-truths to Americans for decades, ruining their lifetime pocketbooks for their own gain. In an easy to read, conversational style, Rebecca shows you how to be one of the few Americans who not only survives but thrives in the New Normal of changing Federal tax codes, Baby Boomer retirement and market volatility.
˃˃˃ A Roadmap To Financial SuccessNo matter where you are along the path of life's journey, reading this book will change how you see things when it comes to creating, preserving, and transferring wealth.
˃˃˃ Learn how to employ strategies that provide financial peace of mind by guaranteeing lifetime income regardless of market crashes, terrible investments and unhealthy economics.Scroll Up And Grab Your Copy Today!
˃˃˃ A New, Refreshing Approach To A Critical SubjectWall Street and mediocre, fee-seeking financial advisors have fed half-truths to Americans for decades, ruining their lifetime pocketbooks for their own gain. In an easy to read, conversational style, Rebecca shows you how to be one of the few Americans who not only survives but thrives in the New Normal of changing Federal tax codes, Baby Boomer retirement and market volatility.
˃˃˃ A Roadmap To Financial SuccessNo matter where you are along the path of life's journey, reading this book will change how you see things when it comes to creating, preserving, and transferring wealth.
˃˃˃ Learn how to employ strategies that provide financial peace of mind by guaranteeing lifetime income regardless of market crashes, terrible investments and unhealthy economics.Scroll Up And Grab Your Copy Today!
- GenresNonfictionFinance
244 pages, Kindle Edition
Published December 14, 2017
196 people are currently reading
153 people want to read
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Displaying 1 - 30 of 41 reviews
December 14, 2018
As other reviewers have mentioned, the most frustrating part of the book was finding that it was a run-up to pushing life insurance as THE investment vehicle. Even the most informed adviser(though she seems to think there are very few of those) recommend permanent life insurance as one option of several and seldom as the primary for the average person. I felt like the book was a big bait and switch.
Of course you do not get to the base of the book until you are 70% of the way in(Kindle tracking). The early part of the book is dedicated to her telling us about herself. I guess that's normal, but seemed really long.
The second was interesting, her explaining the wonders of the US Constitution and how it allows, as it is written, for wealth building, and should not be chipped away at. Also, she mentions problems with over regulation as it relates to entrepreneurs. My first thought was that she needs to be glad that we have allowed for the modification of the constitution, because as it was first written she would not be allowed to own land, vote, have an education, etc. Also, much of the early wealth in our country was partially attributable to land owners participating in the most abysmal practice - owning other human. These issues point out that while it may be the best document, it's not a perfect document, and over time it has needed, and will probably need again, to be modified. And those pesky regulations can be overdone, but they have also have, for example, been put in place to keep children from working dangerous jobs because as mentioned above, the pursuit of wealth can lead to very bad societal implications.
Of course you do not get to the base of the book until you are 70% of the way in(Kindle tracking). The early part of the book is dedicated to her telling us about herself. I guess that's normal, but seemed really long.
The second was interesting, her explaining the wonders of the US Constitution and how it allows, as it is written, for wealth building, and should not be chipped away at. Also, she mentions problems with over regulation as it relates to entrepreneurs. My first thought was that she needs to be glad that we have allowed for the modification of the constitution, because as it was first written she would not be allowed to own land, vote, have an education, etc. Also, much of the early wealth in our country was partially attributable to land owners participating in the most abysmal practice - owning other human. These issues point out that while it may be the best document, it's not a perfect document, and over time it has needed, and will probably need again, to be modified. And those pesky regulations can be overdone, but they have also have, for example, been put in place to keep children from working dangerous jobs because as mentioned above, the pursuit of wealth can lead to very bad societal implications.
February 21, 2018
Life Insurance
Spoiler alert. The punchline is life insurance/annuities. The advice in this book is unqualified but applies only to those individuals who have maximized their tax-free/tax-deferred retirement plans. Her advice regarding rolling 401k etc. balances into self-directed IRAs is dangerous.
NOT recommended.
Spoiler alert. The punchline is life insurance/annuities. The advice in this book is unqualified but applies only to those individuals who have maximized their tax-free/tax-deferred retirement plans. Her advice regarding rolling 401k etc. balances into self-directed IRAs is dangerous.
NOT recommended.
August 12, 2018
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This book is a Personal Finance books, which is, in my opinion, best suited for those who are in their 40+, and looking for a retirement plan.
Reading through author’s biography you can conclude that this is the person that have good knowledge when it comes to finances – after all, Rebecca is Financial Planner and Tax Attorney, and that’s OK. Other thing that I have problem with is that I disagree with things shared in this book; and I will now explain it in better way.
First part of this book is talking about America and their citizens, how they are making money, but not saving enough and building wealth; and many other things related to America – this isn’t relevant to me because I’m located in European continent, and many things here doesn’t apply. But there are some general stuffs related to building wealth that are everywhere the same.
Another thing that is bothering me here is author’s, I would call it, dissing the stocks, presenting it something as volatile and not secure way to build wealth, but have skipped to important parts. I would first say about the Buy Low, Sell High strategy – although it’s a good strategy, it’s simply impossible to time the market and finding perfect time to get in, and get out. You can find patterns such as dividend payout, earning reports and future plans of the company. But anything more than that is hard to find.
But the author has skipped the positive part about the stock, and mentioned Long-term holding as bad thing. She didn’t mention the positive side of long-term holding, or value investing; in that case you have every year dividend payout from that company. And through dividend you can get your Return on investment in next 10 years with good company, maybe even less than that, but that is another subject.
This book is a Personal Finance books, which is, in my opinion, best suited for those who are in their 40+, and looking for a retirement plan.
Reading through author’s biography you can conclude that this is the person that have good knowledge when it comes to finances – after all, Rebecca is Financial Planner and Tax Attorney, and that’s OK. Other thing that I have problem with is that I disagree with things shared in this book; and I will now explain it in better way.
First part of this book is talking about America and their citizens, how they are making money, but not saving enough and building wealth; and many other things related to America – this isn’t relevant to me because I’m located in European continent, and many things here doesn’t apply. But there are some general stuffs related to building wealth that are everywhere the same.
Another thing that is bothering me here is author’s, I would call it, dissing the stocks, presenting it something as volatile and not secure way to build wealth, but have skipped to important parts. I would first say about the Buy Low, Sell High strategy – although it’s a good strategy, it’s simply impossible to time the market and finding perfect time to get in, and get out. You can find patterns such as dividend payout, earning reports and future plans of the company. But anything more than that is hard to find.
But the author has skipped the positive part about the stock, and mentioned Long-term holding as bad thing. She didn’t mention the positive side of long-term holding, or value investing; in that case you have every year dividend payout from that company. And through dividend you can get your Return on investment in next 10 years with good company, maybe even less than that, but that is another subject.
February 4, 2021
New wisdom debunk old truths about money
The author starts out strong by making a bold case for how anyone can create wealth and leverage themselves into better financial standing. I found some chapters became a bit tedious, due to the back-to-back different examples used to justify her points. While I appreciate the author’s diligence in finding scenarios to illustrate what she’s saying, sometimes only one or two is enough.
One chapter I especially enjoyed was the explanation of America’s money and how the US dollar came to be the world’s standard currency. I never really understood what it meant that America had so much dollar debt or how it was even possible, but now it makes perfect sense. It also is a bit alarming to realize our whole economic system is now essentially based on an ideal, instead of an actual finite asset.
Overall, this is a solid book for anyone looking to learn more about money, and not just a rote list of practical steps to make more of it. The author’s philosophy appears to be that when you really understand money, the history of it, and the lies that have been told about it, only then will you be able to really take effective action to make changes for the better. Many “wisdoms” seen as the defining word on money will be overturned by the time you finish this book!
The author starts out strong by making a bold case for how anyone can create wealth and leverage themselves into better financial standing. I found some chapters became a bit tedious, due to the back-to-back different examples used to justify her points. While I appreciate the author’s diligence in finding scenarios to illustrate what she’s saying, sometimes only one or two is enough.
One chapter I especially enjoyed was the explanation of America’s money and how the US dollar came to be the world’s standard currency. I never really understood what it meant that America had so much dollar debt or how it was even possible, but now it makes perfect sense. It also is a bit alarming to realize our whole economic system is now essentially based on an ideal, instead of an actual finite asset.
Overall, this is a solid book for anyone looking to learn more about money, and not just a rote list of practical steps to make more of it. The author’s philosophy appears to be that when you really understand money, the history of it, and the lies that have been told about it, only then will you be able to really take effective action to make changes for the better. Many “wisdoms” seen as the defining word on money will be overturned by the time you finish this book!
May 4, 2018
Format: Kindle Edition|Verified Purchase
This is a book that everyone should have in their library, considering the financial status of the world, and western society, this book will certainly help you to feel more positive about you and your families financial future.
Rebecca Walser has made something many of us refuse to look at, extremely simple. In her book certain strategies that are used within the taxation community, we don’t get to hear about, but Rebecca open's the door to give us insight, education and the ability to reform whatever we have set up, into something that is far more productive and has much better results.
Whether you are due to retire or not, the advice this Author has given should be used in any financial investment circumstances. Considering how many book’s and different opinion’s there are to choose from, we have been offered a number of smart and insightful financial advice. Keeping simple for those of us who ..shy away...do not understand or appreciate this area, she has given us advice on how to increase our wealth, cut back on the tax that we pay and gives us numerous choices on how to deal with specific problem’s.
From what Rebecca explains, it looks as though a huge amount of advice and direction has been kept from the general population, we have only been told enough so we understand, and go in the direction they expect, this book gives EVERYONE the chance to be in that group of people who know how to help their wealth grow, understand different tax codes, the ongoing changes that we don’t often even hear about while guaranteeing feeling in control, peace of mind and a total knowledge of how to invest control and access what you’ve invested or put away for your future and retirement.
Please do not think this book is for the older generation, those who are of retirement age because anyone and everyone can benefit from this amazing information. This Author has given us a tool to know and understand how to not just get ready for retirement, but how to actually build your money's value and wealth. Even though certain information has kept quiet from us, although I believe many agents themselves are unaware of what Rebecca has explained, this book will teach you in a way Thats easily read, how to not just invest and increase that wealth but how we can use the information involved with the tax requirements that many find to complex or complicated to deal with , into a format that’s simple to deal wwith, and guidelines that can guide you through the crazy world of investment.
You really need to grab a copy today.
This is a book that everyone should have in their library, considering the financial status of the world, and western society, this book will certainly help you to feel more positive about you and your families financial future.
Rebecca Walser has made something many of us refuse to look at, extremely simple. In her book certain strategies that are used within the taxation community, we don’t get to hear about, but Rebecca open's the door to give us insight, education and the ability to reform whatever we have set up, into something that is far more productive and has much better results.
Whether you are due to retire or not, the advice this Author has given should be used in any financial investment circumstances. Considering how many book’s and different opinion’s there are to choose from, we have been offered a number of smart and insightful financial advice. Keeping simple for those of us who ..shy away...do not understand or appreciate this area, she has given us advice on how to increase our wealth, cut back on the tax that we pay and gives us numerous choices on how to deal with specific problem’s.
From what Rebecca explains, it looks as though a huge amount of advice and direction has been kept from the general population, we have only been told enough so we understand, and go in the direction they expect, this book gives EVERYONE the chance to be in that group of people who know how to help their wealth grow, understand different tax codes, the ongoing changes that we don’t often even hear about while guaranteeing feeling in control, peace of mind and a total knowledge of how to invest control and access what you’ve invested or put away for your future and retirement.
Please do not think this book is for the older generation, those who are of retirement age because anyone and everyone can benefit from this amazing information. This Author has given us a tool to know and understand how to not just get ready for retirement, but how to actually build your money's value and wealth. Even though certain information has kept quiet from us, although I believe many agents themselves are unaware of what Rebecca has explained, this book will teach you in a way Thats easily read, how to not just invest and increase that wealth but how we can use the information involved with the tax requirements that many find to complex or complicated to deal with , into a format that’s simple to deal wwith, and guidelines that can guide you through the crazy world of investment.
You really need to grab a copy today.
May 6, 2019
Building financial literacy throughout your life is prominent for every individual because, without it, we’ll just end up amongst the 96% of the world struggling to get by. With such a massive percentile of those who aren’t considered well off in all areas in their lives, why only 4% has everything done correctly? Many of us are probably wondering, that there has to be some form of advantage for very few individuals to reach such maximum amount of wealth without complications or obstacles. What if someone was able to teach you how to switch over from the 96% to be amongst the 4%, would you apply the knowledge to greater use for your sake? This will ultimately determine just how far one can go in changing their current circumstance, only being measured by their efforts.
In “Wealth Unbroken,” Rebecca Walser shines a bright light to her readers on her results from individual research and willing to assist the 96 percent to become just as financially knowledgeable as the 4 percenters. Walser is not only an attorney of tax laws but is also a financial strategist with the will and determination to balance the financial scales for everyone, including Americans. You’ll learn a bit of everything from what parts of the law can be used to your advantage, America’s financial history of failures, awareness of options that are readily available for every individual wanting to improve their lives, and so much more. One thing that stands out is just how much debt our country has acquired, with the scariest thing of having another country, such as China to be the hero in bailing out the entire world from an epic financial collapse. This just goes to show just how far in the whole our country has been digging its people into, to the point of needing to rely on other countries, instead of realizing that we’re in dire need of fixing our entire infrastructure.
I’m just amazed to have learned so much within this book, as there were plenty of things I’ve never learned from anyone, including school. This proves that everyone is responsible for their own progression throughout life and with tools available, we should be taking the initiative to do our own research. Unfortunately, I too, am classified under the 96 percenters but have hopes to join the side of the wealthy. I highly recommend everyone to grab a copy of this book, educate yourselves because only you are in charge of your life.
In “Wealth Unbroken,” Rebecca Walser shines a bright light to her readers on her results from individual research and willing to assist the 96 percent to become just as financially knowledgeable as the 4 percenters. Walser is not only an attorney of tax laws but is also a financial strategist with the will and determination to balance the financial scales for everyone, including Americans. You’ll learn a bit of everything from what parts of the law can be used to your advantage, America’s financial history of failures, awareness of options that are readily available for every individual wanting to improve their lives, and so much more. One thing that stands out is just how much debt our country has acquired, with the scariest thing of having another country, such as China to be the hero in bailing out the entire world from an epic financial collapse. This just goes to show just how far in the whole our country has been digging its people into, to the point of needing to rely on other countries, instead of realizing that we’re in dire need of fixing our entire infrastructure.
I’m just amazed to have learned so much within this book, as there were plenty of things I’ve never learned from anyone, including school. This proves that everyone is responsible for their own progression throughout life and with tools available, we should be taking the initiative to do our own research. Unfortunately, I too, am classified under the 96 percenters but have hopes to join the side of the wealthy. I highly recommend everyone to grab a copy of this book, educate yourselves because only you are in charge of your life.
March 12, 2019
Are you financially secure? Are you in control of your finances and future?
If not, then read this enlightening book entitled, "Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes and Even Death" by Rebecca Walser.
Rebecca Walser wants to help you take control of your finances and your future! She believes that most Americans are not saving enough money for their retirement!
Rebecca Walser shares her financial and legal knowledge to help you understand how to "build real, lasting generational wealth." Learn more about your finances so you and your family will be more secure. She believes financial strategies need to change to match the changes that have occurred over time within corporations and America. We are still living in the best country for reaching our financial goals and the "American Dream"!
Rebecca Walser recommends that everyone have a real financial advisor to ensure that your money is safely and strategically invested and as accessible as possible. She guides us on many financial issues such as: 401k Plans which have become the primary investment strategy for our future; the IRA; Roth IRA; 529 College Savings plans; 409A; Annuities; Life Insurance; Entrepreneurship and much more!
Rebecca gives advice on keeping your investments secure even after you pass away so your family can benefit as well. She advises on: Power of Attorney; Medical Power of Attorney; Will; Living Will; and Trusts.
Rebecca reminds us that as Americans, we benefit from our U.S. Constitution and laws which protect our liberties and freedoms. So, you can reach your financial goals! She helps you understand the changes that have occurred over time and how that will change your investment strategies for the future.
Rebecca Walser believes that with the right education, hard work, and perseverance we can all improve our financial situations!
How should you save for your children's or grandchildren's college funds? How much should you be saving for your retirement? Will you owe taxes on your 401k plan? What kind of Life Insurance plan should you have?
Read this book to understand more about how to make your future and your family's future brighter!
If not, then read this enlightening book entitled, "Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes and Even Death" by Rebecca Walser.
Rebecca Walser wants to help you take control of your finances and your future! She believes that most Americans are not saving enough money for their retirement!
Rebecca Walser shares her financial and legal knowledge to help you understand how to "build real, lasting generational wealth." Learn more about your finances so you and your family will be more secure. She believes financial strategies need to change to match the changes that have occurred over time within corporations and America. We are still living in the best country for reaching our financial goals and the "American Dream"!
Rebecca Walser recommends that everyone have a real financial advisor to ensure that your money is safely and strategically invested and as accessible as possible. She guides us on many financial issues such as: 401k Plans which have become the primary investment strategy for our future; the IRA; Roth IRA; 529 College Savings plans; 409A; Annuities; Life Insurance; Entrepreneurship and much more!
Rebecca gives advice on keeping your investments secure even after you pass away so your family can benefit as well. She advises on: Power of Attorney; Medical Power of Attorney; Will; Living Will; and Trusts.
Rebecca reminds us that as Americans, we benefit from our U.S. Constitution and laws which protect our liberties and freedoms. So, you can reach your financial goals! She helps you understand the changes that have occurred over time and how that will change your investment strategies for the future.
Rebecca Walser believes that with the right education, hard work, and perseverance we can all improve our financial situations!
How should you save for your children's or grandchildren's college funds? How much should you be saving for your retirement? Will you owe taxes on your 401k plan? What kind of Life Insurance plan should you have?
Read this book to understand more about how to make your future and your family's future brighter!
August 6, 2018
Rebecca Walser with her background as a tax attorney, certified financial planner and as a wealth strategist, she is uniquely qualified to assess the structure and implement the best income maximization, wealth maximization, tax mitigation/ minimization and optimal legacy strategies for her clients. In Wealth Unbroken, Mrs. Walser explains how and why following popular beliefs about long-term wealth building are keeping 96 out of 100 Americans from financial success in life and their retirement. She shows how you can be one of the few Americans who not only survives but thrives in the new normal of changing federal tax codes, Baby Boomer retirement, and market volatility. With her roadmap to financial success to show no matter where you are along the path of life's journey, reading this book will change how are you see thing's when it comes to creating, preserving and transferring wealth. Mrs. Walser points out that "American Exceptional-ism" has nothing to do with our people but has everything to do within the US Constitution. That the American foundation was established to protect entrepreneurs and the "American Dream".
I found the insightful, conservative and unique take on how to achieve financial success a breath of fresh air. Rebecca Walser takes you on a journey through your options and allows you to see it from not only the financial aspects but also tax consequences of those discussions. She teaches you the insight and knows how to look at your investment as long-term, not short-term gains. I like how she tackles the well-known myths such as 401K and gold pointing out the history and what they were intended for and how they may not be what is best for you. Pointing out the myth of unlimited resources and wakens those to the rationalization of scarcity and how even though there are limits to resources you are still capable of being successful.
I found her writing style very easy read and she breaks down explains complex concepts that allow you to get a handle on what she is trying to point out and explain. This is a very usual tool to have in your financial toolbox.
I found the insightful, conservative and unique take on how to achieve financial success a breath of fresh air. Rebecca Walser takes you on a journey through your options and allows you to see it from not only the financial aspects but also tax consequences of those discussions. She teaches you the insight and knows how to look at your investment as long-term, not short-term gains. I like how she tackles the well-known myths such as 401K and gold pointing out the history and what they were intended for and how they may not be what is best for you. Pointing out the myth of unlimited resources and wakens those to the rationalization of scarcity and how even though there are limits to resources you are still capable of being successful.
I found her writing style very easy read and she breaks down explains complex concepts that allow you to get a handle on what she is trying to point out and explain. This is a very usual tool to have in your financial toolbox.
February 10, 2019
The author of Wealth Unbroken is written has years of experience as a tax attorney and financial strategist. Author Rebecca Wasler makes the statement, “most Americans are building wealth the wrong way” to state the purpose of her book, which is how retirement has changed in America. She has written the book in three parts. The first part begins with Wasler sharing her personal history in law and finance. She also shares alarming statistics concerning the average retiree and their financial outlook. As I read the first several pages it was becoming clear to me that retirement and estate planning are something people should begin to seriously consider during their first years of steady employment. She suggests that Americans need to save at least 25% of their earnings for at least thirty years for a comfortable retirement.
Part Two of Wealth Unbroken discusses the relationship between tax laws and how you tend to your financial legacy. The author urges readers to rethink the way retirement should be handled and moves on to share facts to support her reasoning. A major point is uncertain times in the American economy. For example, between 2007 and 2009 many Americans lost much of their retirement funds due to job losses and the need to dip into personal monies for financial support. In Part three of her book Wasler shares several retirement funding options utilizing various types life insurance for enabling yourself to not only save money, but also grow your money through the years. She also emphasizes seeking a financial advisor who has your best financial interest at heart, and has knowledge of alternative retirement plans outside of the ordinary that will not only support you in your golden years, but also allow you to leave a financial legacy to your family legally tax-free. Your financial advisor should also possess up-to-date information about the ever changing tax laws regarding estate planning.
I found the information in this book to be very enlightening and valuable. There is a lot of financial terminology that the average person may not be aware of, but much of it is explained along the way. The author is clear to prove how Americans have been saving and building wealth the wrong way and makes a solid case for how it can be done in a better way.
Part Two of Wealth Unbroken discusses the relationship between tax laws and how you tend to your financial legacy. The author urges readers to rethink the way retirement should be handled and moves on to share facts to support her reasoning. A major point is uncertain times in the American economy. For example, between 2007 and 2009 many Americans lost much of their retirement funds due to job losses and the need to dip into personal monies for financial support. In Part three of her book Wasler shares several retirement funding options utilizing various types life insurance for enabling yourself to not only save money, but also grow your money through the years. She also emphasizes seeking a financial advisor who has your best financial interest at heart, and has knowledge of alternative retirement plans outside of the ordinary that will not only support you in your golden years, but also allow you to leave a financial legacy to your family legally tax-free. Your financial advisor should also possess up-to-date information about the ever changing tax laws regarding estate planning.
I found the information in this book to be very enlightening and valuable. There is a lot of financial terminology that the average person may not be aware of, but much of it is explained along the way. The author is clear to prove how Americans have been saving and building wealth the wrong way and makes a solid case for how it can be done in a better way.
June 3, 2023
The author is a tax attorney but also holds a CFP designation, Certified Financial Planner. She heads a group called Walser Wealth and through them advises high net worth clients on how to manage their wealth. Because she is a tax attorney, she brings an added perspective to wealth management that most financial planners do not have. All that is to say, she has the background to give worthwhile financial advice.
The book is easy to read and is primarily directed to those who are approaching retirement. It has three major sections; the first two sections deal with the current financial situation in the United States collectively and its effects on individuals. The last section is what to do about it. The author talks about two issues that have caused the problems: tax deferred investments and a market based approach by most financial planners. She has lots of arguments and facts and figures to back up her position. Her favored answer to the problem is life insurance, primarily indexed universal life. She also makes the case that this is not a do it yourself option but that professionals should be involved. Being a bit of a cynic and having sold insurance in the past, I see this as a soft pitch to engage her services, which is fine since it is her book. Go to her web page at www.walshwealth.com and look up her company.
I liked the book since it has somewhat of a fresh perspective by factoring in life insurance as a wealth accumulating vehicle. It does mention real estate in the last few pages of the book and gives it some high marks as far as wealth accumulation, and rightly so since real estate has made many people wealthy. As mentioned above, this book is most suitable for folks approaching retirement, preferably with a number of years to get there.
The book is easy to read and is primarily directed to those who are approaching retirement. It has three major sections; the first two sections deal with the current financial situation in the United States collectively and its effects on individuals. The last section is what to do about it. The author talks about two issues that have caused the problems: tax deferred investments and a market based approach by most financial planners. She has lots of arguments and facts and figures to back up her position. Her favored answer to the problem is life insurance, primarily indexed universal life. She also makes the case that this is not a do it yourself option but that professionals should be involved. Being a bit of a cynic and having sold insurance in the past, I see this as a soft pitch to engage her services, which is fine since it is her book. Go to her web page at www.walshwealth.com and look up her company.
I liked the book since it has somewhat of a fresh perspective by factoring in life insurance as a wealth accumulating vehicle. It does mention real estate in the last few pages of the book and gives it some high marks as far as wealth accumulation, and rightly so since real estate has made many people wealthy. As mentioned above, this book is most suitable for folks approaching retirement, preferably with a number of years to get there.
April 28, 2021
Secure your wealth financial
I can honestly say that this was a informative book on growing wealth. I can also say that I learned alot from reading this book that I was unaware of, and it helped me to understand more about growing wealth especially when you retire from work. Most Americans fall far too short in achieving long-lasting financial success in retirement. Conventional wealth building wisdom has been leading Americans astray for well over 35 years. This book written by the author showed that every American can have a successful wealthy life. Wealth unbroken is a comprehensive guide to individual wealth management and the creation of generational wealth. In Wealth Unbroken, the author explains how and why following the popular beliefs about long-term wealth building are keeping 96 out of 100 Americans from financial success in their retirement. This book helped me to build my finances in the long run and it also helped me to understand how to financial establish my wealth before and after retirement. No matter where you are along the path of life's journey, reading this book will change how you see things when it comes to creating, preserving, and transferring wealth. The author shows you how to be one of the few Americans who not only survives but thrives in the New Normal of changing Federal tax codes, Baby Boomer retirement and market volatility. I highly recommend this book to be read by any and everyone that wants to learn about wealth and the steps that they need to follow to be financial stable when they retire. I have gained alot of knowledge from this book. I give this 5 stars. 🌟🌟🌟🌟🌟
I can honestly say that this was a informative book on growing wealth. I can also say that I learned alot from reading this book that I was unaware of, and it helped me to understand more about growing wealth especially when you retire from work. Most Americans fall far too short in achieving long-lasting financial success in retirement. Conventional wealth building wisdom has been leading Americans astray for well over 35 years. This book written by the author showed that every American can have a successful wealthy life. Wealth unbroken is a comprehensive guide to individual wealth management and the creation of generational wealth. In Wealth Unbroken, the author explains how and why following the popular beliefs about long-term wealth building are keeping 96 out of 100 Americans from financial success in their retirement. This book helped me to build my finances in the long run and it also helped me to understand how to financial establish my wealth before and after retirement. No matter where you are along the path of life's journey, reading this book will change how you see things when it comes to creating, preserving, and transferring wealth. The author shows you how to be one of the few Americans who not only survives but thrives in the New Normal of changing Federal tax codes, Baby Boomer retirement and market volatility. I highly recommend this book to be read by any and everyone that wants to learn about wealth and the steps that they need to follow to be financial stable when they retire. I have gained alot of knowledge from this book. I give this 5 stars. 🌟🌟🌟🌟🌟
May 22, 2019
A wealth primer and tutorial, but VERY easy to read and u understand. Brava, Rebecca!
Wow! What a lot of complex information, and how well the author breaks it down to make it clear for those of us without advanced education in economics and tax law!
If you're interested in making your money stay where you want it, without taking it offshore or breaking any laws, read this book!
Rebecca is obviously fascinated with the challenge of helping her clients keep their wealth where they want it to stay, and without paying excessive taxes on it. She delineates the history of not just the tax laws, but the reasons they were written, and the reasons that they do or don't change.
She shows you how to choose and evaluate your target, decide a proven strategy to get to it, and the tactics she employs in her practice to hit that target dead on.
Most authors wouldn't be able to convey the enthusiasm and energy this lady brings to a normally dry and dusty subject, but Rebecca surely does. By converting facts into stories, she involves the reader in the whole process, educating while informing and energizing the entire book with her drive and charm.
This book ought to be required reading for any student of tax law, economics, and anyone interested in building wealth for the future. I consider myself pretty educated, but a lot of the information here was new to me, and I'll bet you'll find the same thing. Even if you're just curious about the process of building and keeping wealth, read this book!
Wow! What a lot of complex information, and how well the author breaks it down to make it clear for those of us without advanced education in economics and tax law!
If you're interested in making your money stay where you want it, without taking it offshore or breaking any laws, read this book!
Rebecca is obviously fascinated with the challenge of helping her clients keep their wealth where they want it to stay, and without paying excessive taxes on it. She delineates the history of not just the tax laws, but the reasons they were written, and the reasons that they do or don't change.
She shows you how to choose and evaluate your target, decide a proven strategy to get to it, and the tactics she employs in her practice to hit that target dead on.
Most authors wouldn't be able to convey the enthusiasm and energy this lady brings to a normally dry and dusty subject, but Rebecca surely does. By converting facts into stories, she involves the reader in the whole process, educating while informing and energizing the entire book with her drive and charm.
This book ought to be required reading for any student of tax law, economics, and anyone interested in building wealth for the future. I consider myself pretty educated, but a lot of the information here was new to me, and I'll bet you'll find the same thing. Even if you're just curious about the process of building and keeping wealth, read this book!
January 21, 2020
There are many books on wealth, investing, wealth building, etc. and many more people who have written them. All have theories, ideas and practical plans. Once difference is this book by Rebecca Walser, Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death.
As a tax attorney, Walser has a different perspective on the best way to stabilize and increase your retirement, savings, wealth. This book has been written for all ages, not just for those beginning their careers, in the middle of their lives, it is truly for anyone, no matter where they are in life.
Her ideas are practical and easy for anyone to understand and to follow. The concepts on 401Ks, tax consequences, etc. make sense and are a different take than other books will follow. This book will go in different directions than the normal financial books out there.
Most people are told to invest funds, wait out whatever isn’t working and pray from this time on it will be wealth growth from this point on.
This book gives a different version of how to grow wealth and be more successful as time passes. Life insurance is her option for wealth growth. Her book shows everyone from all stages of life and/or all walks of life how to use cash value life insurance to grow your wealth.
It really depends on what you choose to read and the path you choose to follow. This is one you should read in order to be sure you look at all ways to manage your wealth, retirement, savings, etc.
As a tax attorney, Walser has a different perspective on the best way to stabilize and increase your retirement, savings, wealth. This book has been written for all ages, not just for those beginning their careers, in the middle of their lives, it is truly for anyone, no matter where they are in life.
Her ideas are practical and easy for anyone to understand and to follow. The concepts on 401Ks, tax consequences, etc. make sense and are a different take than other books will follow. This book will go in different directions than the normal financial books out there.
Most people are told to invest funds, wait out whatever isn’t working and pray from this time on it will be wealth growth from this point on.
This book gives a different version of how to grow wealth and be more successful as time passes. Life insurance is her option for wealth growth. Her book shows everyone from all stages of life and/or all walks of life how to use cash value life insurance to grow your wealth.
It really depends on what you choose to read and the path you choose to follow. This is one you should read in order to be sure you look at all ways to manage your wealth, retirement, savings, etc.
September 17, 2021
Wealth Unbroken by Rebecca Walser
The author brings up an unbelievable statistic. The gist of it is that by following the traditional ways of wealth creation, there is a 96% chance that one will not truly know wealth and success. They might get to a point where fuel and paying for college is not troublesome but they will never know true financial freedom. There will always be a nagging threat lurking in the dark corners threatening to take all of it away. In these times of obscenely high taxes and market volatility, how is one to gain a ticket to financial Mecca?
The author’s extensive knowledge of wealth creation and vast understanding of personal finance shines through her conviction and presentation. Her experience as a tax attorney and passion for the subject matter is evident. Her opinion and suggestions are valid and quite creative to say the least. Her thinking is sober. She manages to help the reader navigate the complexities of finance with simple language and chilled out approach to everything. She does not lade the book with technical jargon
She talks about starting early and taking advantage of life insurance policies with masterful ease. Five stars out of five for ‘Wealth Unbroken’. This is a gem. Break out of the mould and secure your current and future. This book would make for a wonderful and thoughtful gift to someone who is only starting out. That way they learn the way at an early stage rather than flounder about in blissful ignorance of the future.
The author brings up an unbelievable statistic. The gist of it is that by following the traditional ways of wealth creation, there is a 96% chance that one will not truly know wealth and success. They might get to a point where fuel and paying for college is not troublesome but they will never know true financial freedom. There will always be a nagging threat lurking in the dark corners threatening to take all of it away. In these times of obscenely high taxes and market volatility, how is one to gain a ticket to financial Mecca?
The author’s extensive knowledge of wealth creation and vast understanding of personal finance shines through her conviction and presentation. Her experience as a tax attorney and passion for the subject matter is evident. Her opinion and suggestions are valid and quite creative to say the least. Her thinking is sober. She manages to help the reader navigate the complexities of finance with simple language and chilled out approach to everything. She does not lade the book with technical jargon
She talks about starting early and taking advantage of life insurance policies with masterful ease. Five stars out of five for ‘Wealth Unbroken’. This is a gem. Break out of the mould and secure your current and future. This book would make for a wonderful and thoughtful gift to someone who is only starting out. That way they learn the way at an early stage rather than flounder about in blissful ignorance of the future.
April 15, 2022
Very Eye-Opening and an Interesting Read!
Over the years, I have read many financial self-help books. But, I have never read one that even comes close to this book.
The author starts off explaining a study conducted in 2000 that indicated that only 4 out of 100 Americans would be financially independent when they reach age 65, which she translates to mean that 96 out of 100 Americans approach to wealth building/management has been wrong!
She then proceeds to explain how and why the United States is totally unique in it's ability to provide an environment where anyone with the "right-stuff" can become financially independent. She also warns that if Americans don't safeguard their Constitutional rights, we could beome another Venezuala. This book was published in 2017. Her warnings are very valid as we look about and see the aftermath from COVID alone.
She finishes the book by explaining how the wealthy manage to both build and build their wealth. This was where my eyes got wide. I won't spoil the story by explaining.
I feel the author is very qualified to advise people on their financial future as she is degreed in fanancing; has a law degree; and is a Certified Financial Planner. But more importantly she passionate about helping people to build and maintain their wealth.
The book is an easy read (I read it in basically 2 sittings). I highly recommend this book to anyone who wants to build and/or maintain their wealth.
Over the years, I have read many financial self-help books. But, I have never read one that even comes close to this book.
The author starts off explaining a study conducted in 2000 that indicated that only 4 out of 100 Americans would be financially independent when they reach age 65, which she translates to mean that 96 out of 100 Americans approach to wealth building/management has been wrong!
She then proceeds to explain how and why the United States is totally unique in it's ability to provide an environment where anyone with the "right-stuff" can become financially independent. She also warns that if Americans don't safeguard their Constitutional rights, we could beome another Venezuala. This book was published in 2017. Her warnings are very valid as we look about and see the aftermath from COVID alone.
She finishes the book by explaining how the wealthy manage to both build and build their wealth. This was where my eyes got wide. I won't spoil the story by explaining.
I feel the author is very qualified to advise people on their financial future as she is degreed in fanancing; has a law degree; and is a Certified Financial Planner. But more importantly she passionate about helping people to build and maintain their wealth.
The book is an easy read (I read it in basically 2 sittings). I highly recommend this book to anyone who wants to build and/or maintain their wealth.
November 26, 2018
Candid, honest, and transparent
A pleasure to read, and although I care about using money wisely and doing what I can to get ahead, I'm not the kind of person who gets excited about reading a book about money. I usually get very lost in terminology, this book didn't lose me. Walser does a phenomenal job of teaching finances through her book. She doesn't dumb it down, but rather took the time to make comparisons and find the right combination of words and phrases that make these concepts understandable without need of a degree.
This book is well worth the investment of a little bit of money and time. It is insightful, teeming with history, and easy to understand explanations. Walser doesn't just make statements, but breaks down the why. I love her passion for law as well as finance. Repeatedly points out the benefits of or country's Constitution for independent businesses, which I find to be of increasing importance in this current climate of "share everything, you have a lot, so give it to me." She takes the time to dispel why that never works.
Never simply offers opinions, but presents facts and then provides the data that backs them up. This book is dense with information and seems to be a great starting point from which to launch. I can't wait to read back through it and begin pursuing some new financial opportunities.
A pleasure to read, and although I care about using money wisely and doing what I can to get ahead, I'm not the kind of person who gets excited about reading a book about money. I usually get very lost in terminology, this book didn't lose me. Walser does a phenomenal job of teaching finances through her book. She doesn't dumb it down, but rather took the time to make comparisons and find the right combination of words and phrases that make these concepts understandable without need of a degree.
This book is well worth the investment of a little bit of money and time. It is insightful, teeming with history, and easy to understand explanations. Walser doesn't just make statements, but breaks down the why. I love her passion for law as well as finance. Repeatedly points out the benefits of or country's Constitution for independent businesses, which I find to be of increasing importance in this current climate of "share everything, you have a lot, so give it to me." She takes the time to dispel why that never works.
Never simply offers opinions, but presents facts and then provides the data that backs them up. This book is dense with information and seems to be a great starting point from which to launch. I can't wait to read back through it and begin pursuing some new financial opportunities.
August 12, 2019
An excellent resource of financial knowledge
Wealth unbroken is a comprehensive guide to individual wealth management and the creation of generational wealth. Mrs. Walser does an amazing job effectively breaking down the current, popular investment strategies into easily understandable portions. The author backs her explanations and recommendations with facts and statistics adding credence to her vast background of experience in financial planning and investing. Although this book extensively explains the current market trends and gives you the basics of stock trading, this is not however an 'investing for dummies' type of manual. Mrs. Walser if very upfront that all investment decisions should only be made with the assistance of a qualified income professional. This IS an excellent resource to equip you with the knowledge and understanding of how wealth can be grown, what options are best for you and reasons why the standard investment plan may not be in your best interest. This book will prepare you to get the most out of your meetings with your wealth advisor so that you can be in the driver's seat in your investing instead of passively riding the waves of stock uncertainty. I will definitely be bringing some of this valuable information to the table with me the next time we meet with our investment broker.
Wealth unbroken is a comprehensive guide to individual wealth management and the creation of generational wealth. Mrs. Walser does an amazing job effectively breaking down the current, popular investment strategies into easily understandable portions. The author backs her explanations and recommendations with facts and statistics adding credence to her vast background of experience in financial planning and investing. Although this book extensively explains the current market trends and gives you the basics of stock trading, this is not however an 'investing for dummies' type of manual. Mrs. Walser if very upfront that all investment decisions should only be made with the assistance of a qualified income professional. This IS an excellent resource to equip you with the knowledge and understanding of how wealth can be grown, what options are best for you and reasons why the standard investment plan may not be in your best interest. This book will prepare you to get the most out of your meetings with your wealth advisor so that you can be in the driver's seat in your investing instead of passively riding the waves of stock uncertainty. I will definitely be bringing some of this valuable information to the table with me the next time we meet with our investment broker.
February 18, 2021
I learned a lot reading this book
Money, it has been said, is funny in the world of the rich man. For everyone else, money is a very serious subject. What to do with it? Where to get it? How long will it last? One of the biggest questions that is asked about money is " Will it last when I am done working for a living?"
She knows what she is talking about and she tells it like it is. She first builds a foundation of all that we might (I certainly didn't) know about money and how one might go about earning it along the way. She pulls no punches and tells it like it is.
She jumps into telling about life insurance, 401ks, social security and many other forms of investment and plans. I am not completely comfortable with the concept of what money can do, so it was a learning experience. There are so many different types that it is easy to be confused by all the options. She does well at explaining things along the way, so as not to leave floundering in the dust.
It has given me a lot to think about and what I plan on doing in the future. I enjoy learning and this was an enjoyably educational step in the right direction for me, though it is definitely not the last of this type of book. I would be interested in reading other books she has written in the future.
I am volunteering an honest review for the benefit of others.
Money, it has been said, is funny in the world of the rich man. For everyone else, money is a very serious subject. What to do with it? Where to get it? How long will it last? One of the biggest questions that is asked about money is " Will it last when I am done working for a living?"
She knows what she is talking about and she tells it like it is. She first builds a foundation of all that we might (I certainly didn't) know about money and how one might go about earning it along the way. She pulls no punches and tells it like it is.
She jumps into telling about life insurance, 401ks, social security and many other forms of investment and plans. I am not completely comfortable with the concept of what money can do, so it was a learning experience. There are so many different types that it is easy to be confused by all the options. She does well at explaining things along the way, so as not to leave floundering in the dust.
It has given me a lot to think about and what I plan on doing in the future. I enjoy learning and this was an enjoyably educational step in the right direction for me, though it is definitely not the last of this type of book. I would be interested in reading other books she has written in the future.
I am volunteering an honest review for the benefit of others.
February 23, 2021
While I know you should not judge a book by its cover, this is one I would probably have turned down if I did. I gave “Wealth Unbroken” 4 stars, not because of content, but because of presentation. I feel that this is a book that should be handed out to all high school seniors, and then again once they graduate from college. My problem with it was that I am nearing retirement and age and in her first few chapters she almost made me feel stupid that I did not know the things she did. After I got through the first section, which is really filled with important information, the reading for me got easier. I am terrified of what the next 20 or 30 years will bring me and my family, and according to what Rebecca wrote, we have been planning it wrong all along. One of the big problems with all the scenarios that were presented was that most of the people that Rebecca helped were already “wealthy”. She gave upper middle income people a guide to follow, but the lower groups, who have a hard time making ends meet anyway, will probably struggle for many years. So what is the trade off? Give this book or information to people just starting out and let them move forward. This would be the way to help our society improve their financial standing and maybe, in the long run, help improve the financial standing of the US.
January 11, 2018
Very informative and information provided should be read by anyone seeking financial wealth. At age 77 I do find it hard to relate as to how it would benefit my own financial picture (not being in the millionaire class) for my future as well as that of my heirs. My takeaway best leads me into pursuing estate planning to supplement my will. Life insurance, if sought through a wealth manager such as Rebecca Walser, to meet future needs and lessen tax impact sounds great but is probably cost prohibitive at my advanced age. Perhaps there might be an addenda to this book that addresses such needs for advanced age persons that weren't exposed to the insight provided by Ms. (Mrs.) Walser, but rather led astray by less scrupulous financial planners. And, a "how to" geared towards the less wealthy class, e.g., $400,000-$700,000 accrued and already well into retirement.
This is not meant to take away anything from the kudos that should be reaped by this author as it is certainly, by far, the best publication I've read on the subject matter! Hope to see more such enlightening reading in the future. Thank you very kindly, M. Geric
This is not meant to take away anything from the kudos that should be reaped by this author as it is certainly, by far, the best publication I've read on the subject matter! Hope to see more such enlightening reading in the future. Thank you very kindly, M. Geric
January 10, 2019
The advice provided in sections 2 and 3 of the book are thought provocative. That advice is definitely different from most financial advisers' advice, but the advice does point out some of the problems with traditional tax-advantaged investments. Some of the recommended products, though, are either too new or too rare accept yet. Also, one of the main tenets of the book is that the reader needs to accumulate as much wealth as possible for his/her descendants' inheritance. My feeling is that giving descendants a large inheritance isn't much different than giving needy people welfare--it invites dependence and poor decisions.
The first section of the book I found virtually worthless. The author's thoughts were all over the place, talking about social programs one minute, borders the next, then on to the federal deficit. The author actually wrote fairly well grammatically, but no one can write a book of 200+ pages without errors, thus there is a need for an editor. This book does not appear to have been edited by anyone. In places, sentence wording, grammar, or sloppy thinking needed revision.
Overall, the book did provide me with some ideas to improve my investments.
The first section of the book I found virtually worthless. The author's thoughts were all over the place, talking about social programs one minute, borders the next, then on to the federal deficit. The author actually wrote fairly well grammatically, but no one can write a book of 200+ pages without errors, thus there is a need for an editor. This book does not appear to have been edited by anyone. In places, sentence wording, grammar, or sloppy thinking needed revision.
Overall, the book did provide me with some ideas to improve my investments.
September 28, 2019
The author, Rebecca Walser, is a tax attorney, Certified Financial Planner, and wealth strategist who leveraged her years of experience and exposure to identify how you can reach financial freedom. She suggests non-traditional methods that are based upon our current economy instead of outdated methods that were made for a long past. She factors in economic growth, job security, and technological advances. These proven strategies will help you break through financial burdens and advance your wealth.
Rebecca states that only 4 out of 100 Americans will actually be able to achieve financial success in retirement. The majority of people lack the information needed to build their wealth. I especially liked her strategy of taking advantage of life insurance. It’s called a permanent life insurance policy that allows you to take advantage of living and death benefits.
I like that she not only provides methods for younger people who have time to save but also for older generations. No matter what financial position you are in, Rebecca provides proven methods to help you reach financial freedom and prepare for the future. There is something to learn for everyone in this book.
Rebecca states that only 4 out of 100 Americans will actually be able to achieve financial success in retirement. The majority of people lack the information needed to build their wealth. I especially liked her strategy of taking advantage of life insurance. It’s called a permanent life insurance policy that allows you to take advantage of living and death benefits.
I like that she not only provides methods for younger people who have time to save but also for older generations. No matter what financial position you are in, Rebecca provides proven methods to help you reach financial freedom and prepare for the future. There is something to learn for everyone in this book.
November 12, 2019
Certain values underlie this approach to financial planning: your primary goals are to build, maintain, grow, and pass on wealth to heirs while avoiding taxes as much as possible. The "free market" is upheld as the ideal for distributing wealth, based on "prices and wages set by unrestricted competition without government regulation or fear of monopolies." Well, without regulation monopolies and exploitative business practices are inevitable. The review of constitutional opportunities was interesting (though not mentioning how it was broadened by numerous amendments to include women and people of color). The analysis of 401K as a flawed retirement vehicle used by most Americans was eye-opening. The vagaries of stocks, bonds, and securities were well documented and a case made for using whole life insurance, annuities, and real estate as more reliable vehicles toward unbroken wealth. Especially thought-provoking for people nearing or in retirement, though most advice was more pertinent for those in their thirties or forties. Does not speak well to progressive philosophies or those favoring equitable wealth distribution.
August 6, 2020
This book will remain a permanent book in your library!
Timeless strategies and ideas. Ideas that will keep you in the know for growing your assets and safeguarding them as well. This book is a keeper for reference at anytime in your life. The unique and interesting ideas are backed up by facts from financial history as well as tax laws. There are many examples to solidify these ideas. Another reason this book stays on your shelf is that it is for starters in their financial growth journey to the seasoned saver wanting to protect and grow their assets. Their are abundant clever and legal ideas so you will enjoy reading Wealth Unbroken many times over. If you are already financially smart or just beginning to need financial guidance then grab this book for a small percentage of the cost of an advisor. Acquaint yourself with the very smart truths to growing and protecting your hard earned money. This gives you the expertise to make your own appropriate financial decisions with or without additional financial services. Only 1 in 4 American workers will be successful in their financial endeavors. This book guides you to be that 1 in 4!
Timeless strategies and ideas. Ideas that will keep you in the know for growing your assets and safeguarding them as well. This book is a keeper for reference at anytime in your life. The unique and interesting ideas are backed up by facts from financial history as well as tax laws. There are many examples to solidify these ideas. Another reason this book stays on your shelf is that it is for starters in their financial growth journey to the seasoned saver wanting to protect and grow their assets. Their are abundant clever and legal ideas so you will enjoy reading Wealth Unbroken many times over. If you are already financially smart or just beginning to need financial guidance then grab this book for a small percentage of the cost of an advisor. Acquaint yourself with the very smart truths to growing and protecting your hard earned money. This gives you the expertise to make your own appropriate financial decisions with or without additional financial services. Only 1 in 4 American workers will be successful in their financial endeavors. This book guides you to be that 1 in 4!
May 28, 2020
I have to say I was rather disappointed in this book. It spent a long time going through current problems and then presented 2 chapters on the "solution": cash value insurance. Having read several books (What's Wrong with Your Life Insurance) and examined a number of policies myself, I have a really hard time swallowing the idea that Whole Life is the best thing ever (or at all) and she doesn't do much in the way of overcoming the sticking points I have with cash value. Regardless, the answer is "don't do it yourself, find a professional... like me to do it for you." I won't be recommending this one.
January 26, 2021
So glad I read it
Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death by Rebecca Walser is a book that could change so many people’s lives. It’s a book that feels like it’s filled with secrets that the author is letting the reader in on, except she reveals them in ways that seem so obvious, and attainable.
My wife and I got married about seven years ago. We were just kids when we got married, and since then we’ve been learning a lot about how to manage our finances, which jobs to work, bills, taxes, and long term plans. I’m very glad I read this book. I found myself telling my wife about the concepts I had read at the end of the day. She’s excited that I’m taking the time to invest in our families wealth knowledge, and be diligent about pursuing a future that will keep us secure.
The concepts in this book are unique from the other financial knowledge books I’ve perused. Maintaining wealth is something that is equally important. It’s not just about getting rich. It’s about understanding the system and being a good manager of myself and my finances.
This book also gave me the confidence I needed in knowing that I can understand this kind of stuff. I didn’t grow up with any particular interest in finances. In fact I’ve always been kind of repelled by the subject. But the author presents the information in a way that is appealing and easy to follow.
This book could make all the difference for you. It’s worth the read.
Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death by Rebecca Walser is a book that could change so many people’s lives. It’s a book that feels like it’s filled with secrets that the author is letting the reader in on, except she reveals them in ways that seem so obvious, and attainable.
My wife and I got married about seven years ago. We were just kids when we got married, and since then we’ve been learning a lot about how to manage our finances, which jobs to work, bills, taxes, and long term plans. I’m very glad I read this book. I found myself telling my wife about the concepts I had read at the end of the day. She’s excited that I’m taking the time to invest in our families wealth knowledge, and be diligent about pursuing a future that will keep us secure.
The concepts in this book are unique from the other financial knowledge books I’ve perused. Maintaining wealth is something that is equally important. It’s not just about getting rich. It’s about understanding the system and being a good manager of myself and my finances.
This book also gave me the confidence I needed in knowing that I can understand this kind of stuff. I didn’t grow up with any particular interest in finances. In fact I’ve always been kind of repelled by the subject. But the author presents the information in a way that is appealing and easy to follow.
This book could make all the difference for you. It’s worth the read.
August 11, 2018
I did not finish this book because I was too annoyed. This is a book written for Americans so best to not read this if you are from the rest of the world. To paraphrase the early parts of the book: America is the best country ever because of its constitution which means anyone is allowed to be rich. Other countries can’t do this as they live in mud huts. (I exaggerate obviously). Very right leaning.
I guess I bristle because the Socioeconomic mobility in the USA is actually a lot worse than many other developed countries and has deteriorated since 1980.
I guess I bristle because the Socioeconomic mobility in the USA is actually a lot worse than many other developed countries and has deteriorated since 1980.
August 16, 2019
I could not put this book down. That is, until I got to the two little words - life insurance. Sorry, but for someone who unfortunately does not have a legacy to protect after I'm gone, that's not the answer that will work for me. Right now, I intend to be the proverbial person whose last check bounces.
I appreciate the discussion on future vs. present taxes and it has caused me to rethink my 401k distribution plans. Rather, I will look into timely Roth conversions on my terms. But life insurance and annuities? Not for me.
I appreciate the discussion on future vs. present taxes and it has caused me to rethink my 401k distribution plans. Rather, I will look into timely Roth conversions on my terms. But life insurance and annuities? Not for me.
March 11, 2019
Interesting finance book
This book”Wealth Unbroken/Growing Wealth Uninterrupted” was an interesting book. I found most of the authors suggestions to be smart and very applicable. However; the first part of this book seemed almost auto biographical not a financial “Growing Wealth “ text. The autobiographical part was still informative but not on point with what I had thought I would be reading in a financial book. The middle provided a lot of excellent points!
This book”Wealth Unbroken/Growing Wealth Uninterrupted” was an interesting book. I found most of the authors suggestions to be smart and very applicable. However; the first part of this book seemed almost auto biographical not a financial “Growing Wealth “ text. The autobiographical part was still informative but not on point with what I had thought I would be reading in a financial book. The middle provided a lot of excellent points!
February 16, 2018
I enjoyed the book. The author gave me some information I hadn't been aware of before reading the book. She has some compelling ideas that I am going to research. I'm thinking that I might do some of what she suggests.
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