Beschreibung
In the background are two financial planners, each with a specific role in the plot, who help the couple through their trials and tribulations in the form of sage advice on personal financial management. While they make mistakes and encounter many pitfalls along the way, including separation, the couple always get back on track and end up successful and reunited.
The financial advice imparted is always timely and relevant to the couple s stage in life, in effect telling a story about the key elements of a long term plan to become financially independent, which the author clearly distinguishes from retirement. In context this story is engaging, witty and extremely helpful to readers of any age 16 or over.
18 years after The Wealthy Barber emerged as a must-read introduction to investing comes Findependence Day a timely, personal finance novel from Financial Post columnist Jonathan Chevreau. Findependence Day is one couples turbulent journey to financial independence. Under the watchful eye of Theo, a Certified Financial Planner, Jamie and Sheena Morelli encounter the full gamut of personal finance highs and lows, including successfully navigating through a stock market crash.