The Book

The Book For Smart People

Meet Wally Street. The Reason You're Stupid.

This book has been updated as an eBook for 2018. If you previously purchased a copy as an eBook, then you will appreciate the update as it includes a bunch of pictures, updated tax numbers, and more relevant stories. The best part is that you get the update for free.

Personally, I am an Apple fan. If you are too, then you can click the "View" button below in the iBooks widget and be on your way to reading an indispensible and entertaining eBook on your iPad. If you prefer to read it on Amazon Kindle or Barnes & Noble Nook devices, then that is not a problem. It is available as an eBook most anywhere you want to buy it.

A word of caution on the Paperback version. There are two versions of Meet Wally Street in print. The First Edition has a black cover. The Second Edition has a blue cover. I recommend the Second Edition. Thank you very much.


More About the Book

Ever heard of metrics and revenue quotas? This is the root of all evil when it comes to obtaining financial advice. Think about it. If a financial advisor has to reach a revenue quota each year in order to obtain their bonus, then imagine what they are going to do. They will sell you the products that generate the most revenue for them. How does this benefit you?

Most likely, you will be sold annuities, mutual funds, Non-Publicly Traded REIT's or BDC's, UIT's, bonds and other high commission products, so your financial advisor can reach their revenue quota. All you have to do is look at your own account statements for proof.

This book was written by a Certified Financial Planner with over 25 years experience. He will teach you to make good financial planning decisions with advice that is timeless and smart. In addition, there is a nod to Estate Planning attorneys and why these attorneys might be some of the best advisors to have in your corner.

The choice is all yours. You can be smart by reading this book, or you can remain in the dark and continue to let the revenue generating business model of banks, insurance companies and Wall Street firms take advantage of you.

It is really not that tough of a decision once you think critically about it.

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  • Address: 12724 Gran Bay Parkway West, Suite 410 Jacksonville, FL 32258

  • Phone: (904) 460-2700

  • Marian Financial Services, Inc. and First Coast Planning, LLC share offices at 12724 Gran Bay Parkway West, Suite 410 Jacksonville, FL 32258. First Coast Planning, LLC is licensed as an insurance agency in Florida. First Coast Planning, LLC was formerly known as Rick Johnson Family Office LLC from August 2004 until March 2015.

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