Motivate Your Money!: Plan Spend Save Invest Gift - Paperback

by Mac Gardner (Author)

If you're looking for straightforward and easy to understand financial guidance, you've picked up the right book. Over the past two decades, as the world of personal financial planning has become more complicated than ever, Mac Gardner has consistently managed to synthesize the most complex financial strategies into a coherent, easily understood message to his clients. This ability to relate to them and set realistic expectations for them is what has moved many of his clients to consider Mac an integral financial resource in their lives. Mac believes that life is a collection of experiences and stories shared by those we encounter on our lifelong journey. He has spent his career collecting and sharing stories about finance and personal financial planning-stories covering retail banking, trust administration, commercial lending, investment management, private banking, and comprehensive wealth management. Mac has hosted financial planning seminars across the country, representing some of the nation's largest financial services firms. Over his career he has interacted with thousands of financial advisors and clients about the importance of financial planning and practicing healthy financial habits. His journey across the various lines of finance has given him the unique ability to help his clients face the continuously complex challenges of personal financial planning. This book serves as a compilation of some of Mac's most influential interactions and thought-provoking experiences. In the book you will find beneficial financial planning strategies including: - Financial planning basics - Budget Planning - Savings strategies - Investment management - Insurance planning - Retirement planning - Tax management - Estate planning All of this information is laid out in a straightforward and easy to understand manner. There are no confusing charts, no financial jargon, and no complex time consuming strategies. There's just the right amount of information you can use to manage your personal finances on a daily basis and Motivate Your Money!

Author Biography

Mac Gardner, an advisor with more than 17 years of experience in the financial services industry, specializes in investment management, retirement planning and estate planning as well as comprehensive wealth management. Financial success achieved through knowledge, planning and a disciplined approach to managing wealth is something he firmly believes in. His knack for making complex financial strategies easy to understand and his approachable demeanor put clients at ease. As he listens to clients' life stories, he picks up on ideas that help define their financial destiny through planning. His previous experience includes management and Vice President positions at firms such as USAA Wealth Management, TIAA-CREF Wealth Management, Bank of America, The Hartford and SunTrust Securities. At these firms he gained expertise in insurance planning, banking, investment management, retirement planning and trust administration. This exposure to various financial disciplines informs his comprehensive financial strategies. A variety of professional designations round out his formal education. He has earned the CERTIFIED FINANCIAL PLANNER(TM) designation, which requires continuing education and a commitment to professionalism and high ethical standards. He has also earned Chartered Retirement Plans Specialist(R) and Chartered Retirement Planning Counselor(R) designations from the College for Financial Planning. He draws on this expertise in writing about financial planning for publications and media outlets. Mac's professional journey over the last two decades serving as a financial guide has been emotional, rewarding, and fulfilling. The journey continues...