Clarifies Personal Finance Concepts

I have gone through your book and I must say you have done a great job of clarifying personal finance concepts.

I would think of myself as intermediate to advanced when it comes to managing my money having read multiple blogs and books for a few years. E.g. I manage my finances using moneydance and perfios. So a lot of it while being very sound advice was stuff I was familiar with. My expectation from the book was to be able to do financial planning on my own. And I think that expectation was met.

I think some of the things I really liked:

Most of the essential concepts are laid out in a very simple manner thus demystifying personal finance.

I liked the actions section where you consolidate all actionable learning.

The use of stories make it an easy read. I was able to finish the book in a few hours!

There are many things that I practice but this book Provided an integrated view to do financial planning on a DIY basis!

Some suggestions for improvement :

I bought the kindle version. Some of the tables and exhibits weren’t visible correctly.

You could stress upon and market the DIY software. I am not sure if you offer it for free to everyone but I found it a very valuable addition to doing financial planning on my own.

Ganesh Iyer

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