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"It's Not About the Money: Unlock Your Money Type to Achieve Spiritual and Financial Abundance" by Brent Kessel
Kessel is, simply put, one of the smartest guys I know. A fee-only financial planner whose firm manages half a billion dollars, Kessel understands the nuts and bolts of money like few others in this country.
He's also an accomplished yogi who's been featured in Yoga Journal. He has a long-standing meditation practice and has interviewed some of the world's leading spiritual thinkers, including the Dalai Lama.
His unusual fusion of Western money know-how and Eastern philosophy has created "It's Not About the Money." The first chapter alone is worth the price of the book. Titled "You Will Never Have Enough," the chapter discusses the Buddhist tradition of the wanting mind: the reason we endlessly, and fruitlessly, pursue happiness through purchases.
Slott is a certified public accountant that other CPAs and financial advisers turn to when they have questions about retirement plans, especially individual retirement accounts, which are surprisingly tricky to manage once you've accumulated some wealth using them.
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The book reproduces the questionnaires and checklists that Slott uses with his own clients to help manage a variety of retirement accounts. Slott pays particular attention to two essential issues often ignored or downplayed by other advisers: choosing beneficiaries and managing distributions. He also has a section for those who expect to inherit retirement plans so that they can benefit from a lifetime of tax-deferred income -- and not fall prey to the usual outdated advice that can cause them to pay thousands of dollars in unnecessary taxes.
If you've read a good money book lately, share it with us on the Your Money message board. You also can check out my previous book recommendations here.
Published March 10, 2008
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