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Overcoming Financial Dysfunction (3rd Edition)

Leverage insights about yourself into financial freedom.

For many of us, planning our own financial future presents pitfalls at every turn, because the truth is, when it comes to money, we are not always rational. Now you can take control of your economic life with confidence. Bert Whitehead, one of the top money-management advisors in America, gives you all the information you need to manage your wealth wisely by relying on your strongest asset - yourself.

'I didn't consider myself financially dysfunctional before I met Bert. His concepts made the financial world comprehensive to me' - Andrew Weil, MD, best-selling author and world-renowned pioneer of integrative medicine

'This book is the financial planning road map for 'real people'. It emphasizes the behavioural aspects of financial planning and demonstrates how a family's portfolio has to include real estate (including their home) as well as stocks and bonds. Bert's perspective as a tax attorney presents opportunities to save taxes through 'asset location' principles for the common man' - Jeff Benjamin, writer for Investment News

Bert Whitehead, MBA, JD, has been named one of the 'Best 60 Financial Advisors in America' by Worth magazine every year since 1994. Mr Whitehead, a fee-only personal financial advisor since 1972, is a pioneer member of the National Association of Personal Finance Advisors, the foremost organization in America for fee-only fiduciary advisors, and founder of the Alliance of Cambridge Advisors, a growing group of financial counselors who share his belief in unbiased, independent financial advice and consumer advocacy. He has trained and licensed more than one hundred independent financial-planning practitioners in sixty cities. An outspoken critic of the abuses of the corporate financial industry, he has appeared frequently on television and radio programs, and his pithy, insightful advice is often quoted in leading publications such as The Wall Street Journal, The New York Times, Kiplinger's, Newsweek, and Consumer Reports. Mr Whitehead is the host of the PBS special, Why Smart People Do Stupid Things with Money.