Printed in color for the best reading experience.
AN EYE FOR MONEY: Understanding the Three Phases of Financial Life: Setting Financial Goals, Managing Investments, and Estate Planning for Everyone
offers a fresh, real-world approach to managing your financial life by organizing it into the three natural phases we all go through: building wealth (Accumulation), creating income in retirement (Income), and preserving and passing on assets (Distribution). Whether you're just starting out, preparing for retirement, or leaving a legacy, this book provides clarity and confidence to make sound financial decisions-no matter how the world changes around you.
With years of experience advising individuals, families, and institutions, John Paul (JP) Phaup delivers practical guidance on investing, setting financial goals, understanding risk, and protecting assets through thoughtful estate planning. His approachable style simplifies complex concepts without watering them down, making this an accessible guide for readers at any life stage or wealth level.
The book also offers valuable insights for highly compensated professionals and higher net worth individuals, covering topics like tax planning, charitable giving, and multi-generational wealth strategies.
Drawing from twenty-eight years in wealth management, charitable strategy, and financial education, JP shares a grounded, practical roadmap to lasting financial well-being. If you're looking to build a secure financial future with confidence,
AN EYE FOR MONEY
belongs on your shelf.