In Am I Going to be Okay? (And is Okay enough?) CERTIFIED FINANCIAL PLANNER™ Patti Brennan reveals her time-tested approach to answering these questions. Drawing on over three decades of experience, Patti tackles the most common worries, mistakes, and challenges facing many Americans irrespective of their age and number of zeros in their net worth. The book introduces a comprehensive process for creating a system that is tailored to your unique goals, resources and challenges. Readers will also learn powerful strategies that can accelerate progress.
With wisdom, empathy and humor, Patti offers practical strategies and tools for taking control of your financial life so you can focus on what matters most. You’ll discover how to maximize your resources, minimize your taxes, and make confident decisions that are right for you and the people you love.
Introduction
Part 1. Strategies: Preparing for Takeoff
Chapter 1. The Four Keys for Life Financial Planning System, and the Secret Sauce
Chapter 2. The Six Key Force Multipliers: Riding the Tailwinds
Part 2. Tactics: Buckling Up, Dealing with Turbulence
Chapter 3. The Realities of Risk, Obvious and Obscure
Chapter 4. Leveraging Tactics for a Measure of Safety
Chapter 5. Taxes: Pain Is Inevitable, Suffering Is Optional
Chapter 6. The Unexpected and the Inevitable: Transferring Risks and Assuring a Seamless Inheritance for the People You Love
Part 3. Hijacks: Fifteen Mistakes People Make Over and Over Again
Chapter 7. 15 Mistakes People Make Over and Over Again
Conclusion
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