The Executive's Wealth Playbook
Advanced Strategies for Building, Protecting, and Growing Wealth Beyond the Balance Sheet
Created by KevinWhat if the wealth management strategies that work for $100,000 portfolios are actually sabotaging your ability to build and protect multi-million-dollar wealth? As a CEO with accounting expertise, you understand financial statements—but personal wealth management operates by different rules. This book bridges that gap by providing the advanced strategies that high-income executives need to move beyond basic investing. You'll discover how to construct diversified portfolios that weather market cycles, implement tax-loss harvesting and bracket optimization techniques that legally reduce your tax burden by thousands annually, and master retirement income distribution strategies that align with your lifestyle and legacy goals. Learn the behavioral finance principles that explain why intelligent people make costly financial mistakes, explore alternative investment options that institutional investors use, and implement wealth preservation structures that protect your accumulated assets. Whether you're managing concentrated positions, optimizing cash flow across multiple income streams, or planning for generational wealth transfer, this book provides the frameworks and tactical strategies you need to move from financial success to lasting wealth.
Est. Length
238 pages (11 chapters)
Language
English
Publication date
Apr 1, 2026
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