Achieving Financial Fitness forms the first part of a three-part series of guides for achieving a rewarding way of life, regardless of whether one is younger or older. The author, Jeff Wachman, chose the image of fitness to make approachable and understandable his recommendations for working through his PILOT program, where that acronym stands for planning, investments, lifestyle, ownership, and time.
In Achieving Financial Fitness, chapters address a variety of key topics: “Why financial fitness?”, “Who invented ‘retirement’?”, “The Millennials”, “The Rookie”, “Borrowing to Invest”, “The Mentor”, “The Veteran”, “Investing Like a Pro”, and “The All-Star Hall of Fame”. A concluding section provides space for the reader to note personal rules for success and goals.
If you have plans for your future and want to work your finances into shape to support those plans, then Achieving Financial Fitness will walk you through the steps that help to align your personal and financial goals.