Your book, Smart Couples Finish Rich, was a gift from my dad, and it is changing my and my husband’s lives! My dad bought three copies for his kids, and my husband and I read the first 100 pages the first few days we had the book. We quickly drew out our values circles (a life-changing exercise in itself!) and reorganized our filing system. We realized, also, how little we knew about our own net worth, our investments, our goals. In the last month, we have taken a small, but a great step…we found out that my uncle is a financial advisor (with your book on his bookshelf) and we made an appointment to meet with him. He was so impressed that we had been doing our homework, and at ages 25 and 32 (with a 13-month-old little boy), we are starting with plenty of time to finish rich.
We have big goals and dreams, but in order to get there, we have to take care of BIG debts standing in our way. A scary-looking school loan, a new car payment, and about $10,000 in credit card debt. Yikes!! Most days this seems pretty overwhelming to me, especially as the primary breadwinner of the family (I’m an RN and my husband is the world’s best stay-at-home daddy!!), but since starting your book, we can see the light! Now more than ever, we are on our way to success. We have a goal to pay off three credit cards this year, and at our meeting with my financial advisor-uncle, we got the ball rolling on our 401(k) and 403(b) rollovers (from previous jobs). We are thrilled with your ideas, and we can’t wait to start teaching our son about investing early. Thank you, thank you, thank you!! This is one of the best gifts my dad could have gotten us!