The One-Page Financial Plan: A Simple Way To Be Smart About Your Money

The individual steps aren't dramatically new but the process is structured in a much more cohesive manner compared to other financial planning books. Also loved the conversational tone.

A good book for understanding financial planning I loved the last chapter and those words Investing is boring :).Investing is one of those cool, rare things where we actually get rewarded for being lazy. Once you get it right, the less you do, the better. As Buffett said, “The hallmark of our investment process is benign neglect, bordering on sloth.” How awesome is that? We’ve been looking for something like that our entire lives!

Not the best book in Finance but It talks about things people think and forget how important they are to improve personal finance.

I had expected it to be precise and a real one-page financial planner. But, it is a little bit longer. It is more of a discussion type of book than a one-page planner. I would have given it more stars if it was not much-hyped.

Straight to the point.

Crisp and straightforward

Carl Richard stellt die richtigen Fragen. An uns. Und fordert uns auf, nicht nur, aber gerade beim Geld und den eigenen Finanzen sich und anderen viele Fragen zu stellen. Und Antworten zu finden. Warum? Damit wir das Leben leben, das wir leben möchten, gestützt von unserem Geld. Oder Geld allgemein. Leider gibt es das Buch nur auf Englisch. Es ist ein Augenöffner, ein Arbeitsbuch.

Achei básico. Pra quem não é do família, pode ajudar bastante. Mas pra quem já tem alguma vivência, vai encontrar pouca novidade.

Carl did a great job simplifying the complex financial ideas that many advisors discuss. This is a great starting point and clear path forward.

Great Book--not just about personal finance but also about life! I think this is a great book for those of us who feel terror at the mention of budget or finance. Every time I tried to read a book about finance it just made me so uncomfortable that I could not get past the first chapter. For one thing, my financial situation is not typical--I will have no pension, nor will i receive social security--I am a lifetime contract worker. And, I only recently obtain some kind of financial stability after years of living on the fly. I only wish I had this book twenty years ago. This book presents finance in a very practical, accessible way. It is very useful. And, it is not just about your money issues--it really applies to life in general. He does not offer quick results, or some secret plan for success. Yet, what is really awesome about this book is that he offers some great useful advice that you can use every day. Additionally, this book relieved a lot of my stress about my future and about my financial situation. I was able to create a doable one page financial plan that was practical and real. Also, there is a chapter in this book that really changed how I viewed my life and career--I am not kidding--because he offers a very profound understanding about what real life is and how we can deal with our disappointments. Read chapter 2 because it really was the advice I needed to set me free from a lot of angst about my life choices. If you are a young person read this now--do not wait. If you are in midlife and was never able to get it together to come up with a strategy based on your life--not someone else's life issues--I always laugh when I watch some of those financial gurus on public television--none of them addressed my issue. The fact is, everyone is different--no two people in this economy have exactly the same situation. And, who can plan for a future really? You cannot do so. But, you can come up with a flexible plan that is doable. You may have to adjust your choices but frankly that is what life is about for all of us. Thus, I would give this book to anyone who had to answer the deep life issues regarding money and life questions.

Although much of what's in the book I already knew, it would be unfair to give it a lower grade since much of what we need in the world of personal finance is simplicity and the author is concise and straightforward. Great basic book. Especially gutsy and helpful was his concept of a default portfolio.