Preview
  • Wealth Management Unwrapped, Revised and Expanded

  • Unwrap What You Need to Know and Enjoy the Present
  • By: Charlotte B. Beyer
  • Narrated by: Marguerite Gavin
  • Length: 3 hrs and 16 mins
  • 3.3 out of 5 stars (7 ratings)

Prime logo Prime members: New to Audible?
Get 2 free audiobooks during trial.
Pick 1 audiobook a month from our unmatched collection.
Listen all you want to thousands of included audiobooks, Originals, and podcasts.
Access exclusive sales and deals.
Premium Plus auto-renews for $14.95/mo after 30 days. Cancel anytime.

Wealth Management Unwrapped, Revised and Expanded

By: Charlotte B. Beyer
Narrated by: Marguerite Gavin
Try for $0.00

$14.95/month after 30 days. Cancel anytime.

Buy for $17.19

Buy for $17.19

Pay using card ending in
By confirming your purchase, you agree to Audible's Conditions of Use and Amazon's Privacy Notice. Taxes where applicable.

Publisher's summary

Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this audiobook offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with new information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress, and then see how you compare to others who face similar challenges.

Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.

PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.

©2017 John Wiley & Sons, Inc. (P)2018 Gildan Media
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Wealth Management Unwrapped, Revised and Expanded

Average customer ratings
Overall
  • 3.5 out of 5 stars
  • 5 Stars
    2
  • 4 Stars
    1
  • 3 Stars
    2
  • 2 Stars
    1
  • 1 Stars
    1
Performance
  • 4 out of 5 stars
  • 5 Stars
    3
  • 4 Stars
    1
  • 3 Stars
    0
  • 2 Stars
    2
  • 1 Stars
    0
Story
  • 3 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    2
  • 3 Stars
    1
  • 2 Stars
    1
  • 1 Stars
    1

Reviews - Please select the tabs below to change the source of reviews.