2023 Awards – Money, Wealth Management Books

2023 Awards – Money, Wealth Management Books

2023 Winners Goody Business Book Awards Money Wealth Management

Money - Wealth Management

Winner

First Generation Wealth: Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy

Author:

Robert Balentine

Co-Authors:

Adrian Cronje, PhD

How is your book helping others?

First-generation wealth creators have a singular opportunity to lay the groundwork for lasting family wealth and to avoid trap of the Shirtsleeves to Shirtsleeves phenomenon. Seasoned entrepreneurs and wealth managers Robert Balentine and Adrian Cronje help readers think through, in a very personal way, what it takes to build a meaningful legacy and best support future generations. They offer first-hand perspective on not only the financial, but also the emotional and psychological challenges that entrepreneurs commonly face and share practical tactics and strategies based on their Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy:

• Don’t Mistake Wealth For Legacy
• Distinguish between Your Business and The Business of Your Family
• See The World Through The Next Generation’s Eyes

Full of relatable stories that illuminate these guiding principles, entrepreneurs at any stage of their wealth and life journey will appreciate the insights in the book.

Money - Wealth Management

Winner

Wealth Your Way: A Simple Path to Financial Freedom

Author:

Cosmo P DeStefano

How is your book helping others?

This book is dedicated to helping you level-set your core understanding of financial freedom. It will also focus on developing default behaviors that are well-suited to assist you with planning for and achieving your financial goals while living and enjoying your best life now.

There is no one-size-fits-all plan for that. But there is a strategy to create a purpose-built, goals-driven plan tailored to you. You may be a Gen Z coming of age, a millennial with oppressive student debt, or a boomer playing catch-up, but for all of us financial planning boils down to this simple mantra: think about what to do, go do it, then do as little as possible after that! PCR: Plan, Course-Correct, Repeat.

Let’s chart a course to financial freedom with practical advice, using all the tools in your financial toolbox. It's time to get on the path to Wealth Your Way.

Money - Wealth Management

Finalist

The Small and Mighty Real Estate Investor: How to Reach Financial Freedom with Fewer Rental Properties

Author:

Chad Carson

How is your book helping others?

You don’t need to build a massive real estate empire to achieve financial freedom, and you don’t have to sacrifice what matters to build wealth. Rather than chasing a goalpost that always moves, a small and mighty investor keeps their strategy simple to maximize flexibility and build the life they want.

Chad Carson (aka Coach Carson) intentionally built a small rental property portfolio to give his family full financial independence while requiring less than two hours per week of his time. In this book, he shares practical, step-by-step strategies for real estate investors who want more freedom, not another job. Whether you're new to real estate or hoping to downsize, this practical guide will show you a simpler, safer, and faster path to building cash flow with rental properties—so you can get out of the financial grind and do more of what matters in your life.