#BLUFFbooks Podcast

#BLUFFbooks 📚 —  "The Currency of Time" by David W. Adams, CPA & CFP (p. 2019) 

💡Big Ideas Below: ⬇️

Subtitle: “A Three Bucket Approach To Live Now And Retire While You Work." 

Big Ideas: 

 💡1. “Born a Man, Died a Doctor”: Are You Ready for Life After your Job Title?  

💡2.  Fill the Buckets (& Avoid Kicking Them): The Three – Make that Four - Bucket Strategy

💡3.  Investing in Gridlock: Let your assets run is while Capitol Hill’s at a Standstill

💡4.  Three Strikes You’re IN: Hitting The Trifecta of Vulnerability, Authenticity, & Connection

 💡5. Let Your “No” by “No”…: "Keeping it Simple, Stupid" (KISS) vs. The Poison of People-Pleasing

📚#BLUFFbooks -- The “Owning The Dash” kids book series. 💡Written by Anthony C. Delauney, CFP; Illustrated by Ciara Civati (p. 2021 - Present).

Titles & Big Ideas Below: ⬇️

💡📕1. “Dash & Nikki & The Jellybean Game” (p. 2021 – Compounding, Lending, & Delayed Gratification) 🍬💹⏲ 

💡📙2 “Lilly & May Learn Why Mom & Dad Work” (p. 2022 – Economics, Budgeting, Saving, & Taxes) 💱👮‍♀‍🏦 

💡📗3. “Ron & Nyra & Big Sister’s Bet (p. 2023 -- Getting greedy, moving your goalposts, & having “enough”) 🤑🥅😎 

💡📘 4. “Michael & Hannah & the Magic Money Tree” (p. 2023 – Wasteful materialism, social inequality, & the value of work)💳👑👷‍♀️👩‍⚕️ 💡

💡📓5. “Akash & Mila the Big Jump” (p. 2024 – TBD!) 🤔🤸‍♀️

#BLUFFbooks 📚 — "The ExitPreneur's Playbook" By Joe Valley (2021), 💡Big Ideas Below: ⬇️

Subtitle: “How to Sell Your Online Business for Top Dollar by Reverse Engineering Your Pathway to Success."

Big Ideas: 

 💡1. Begin with the End in Mind (don’t “maroon” yourself with no exit strategy)

💡2. The “Killer Pillars” of ExitPreneurship (risk, growth, transferability, & documentation)

💡3.  Thy Numbers…They Stinketh! (Beware sloppy/nonstandard accounting practices).

💡4. Beware of “Bait-&-Switch” (Due diligence will catch last-minute stunts to overstate your firm’s value.

 💡5. If You Want to Go Far…Go Together! (get expert help - DIY is usually more pricey!)

#BLUFFbooks 📚 — "The Missing Billionaires" By Victor Haghani & James White (2023), 💡Big Ideas Below: ⬇️

Subtitle: “A Guide to Better Financial Decisions" 

Big Ideas

💡1. Kelly & The Certainty of Uncertainty (Trust the Math - Don’t Bet The Farm!)

💡2. . Flirtin’ With Merton (Risk-sizing & Declining Marginal Utility)

💡3.  Mr. Darcy’s Annuity (True Wealth = Sustainable Annual Cash Flow?)

💡4. Paris Hilton’s Index Funds? (Explaining the Lack of Index-Investing Heiresses)

#BLUFFbooks 📚 — “The Psychology of Money” by Morgan Housel (p. 2020) 💡Big Ideas Below: ⬇️

Subtitle: “Timeless Lessons on Wealth, Greed, & Happiness”

💡1. We’re Not Robots (Does your investing strategy/worldview take human feelings into account? Financial PTSD is real)

💡2. Fortune is Fickle (You can do everything right & still fail — build margin of error into your plans).

💡3. Comparison is the Thief of Joy (stop moving the goalposts when it comes to your lifestyle; Don’t gamble what you have & need just to appease your ego).

💡4. The Tails Wagging History (statistical outliers drive change. About 7 companies in S&P 500 drive most ROI. Kaizen = tiny marginal improvements that add up over time)

💡5. Tyrannizing Your Current &/or Future Self (balancing immediate & delayed gratification. Controlling your time is the greatest freedom & pays the highest life satisfaction ROI). 

#BLUFFbooks 📚  “How To Become Rich” by Felix Dennis (2006) 💡Big Ideas Below ⬇️

  💡1. “My Precious…” (Zealously guard your independence & veto power -- but don't go to far!)

  💡2. “Welcome to the Jungle” (Venture Capital Dolphins & Mexican Standoffs among Shareholders)

  💡3. “A [Micromanaged] Pot Never Boils”(Swallow Pride, Nurture Talent, & Empower Deputies)

  💡4. “A Fool & His Cash Flow…” (You can’t get a loan for a coop if you cook the golden geese!)

  💡5. “Trust Yourself When All Men Doubt You…” (Knowing how/when to push though pain)

#BLUFFbooks 📚 “The Financial Advisor Field Guide” by Robert Cucchiaro, CFP (pub. 2022).
>>>>Big Ideas Below:

1) Run a Tight Ship (good systems = promises kept). 

2) Learning Begets Earning (you're selling confident expertise!)

3) Mission First (your values = your compass!)

4) Leverage Strengths & Passions (Know your niche!)

📚 "Sammy's Big Dream" by Sam X. Renick (2018) 💡Big Ideas Below ⬇️

 💡1. Starting Young (a la Berenstain Bears & Marc Brown’s “Arthur” books)

 💡2. What’s Your First Memory of Money? (Childhood wealth inequality among peers)

 💡 3. Parental Economics (how much money do mom & dad give you? What preconditions do they set?)

 💡4. Coping with Doubters (like Garbanzo)

 💡5. Being Generous (its your money!)

#BLUFFbooks 📚

 "The Total Money Mak” by Dave Ramsey (p. 2003)

Big Ideas Below: ⬇️

 💡1. YOU are responsible for financial situation (a mindset of victimhood is worse than useless).  

  💡 2. Self-justification is a dangerous game ("procrastinators unite! ... tomorrow")

  💡 3. Tackle the big expenses first (your luxury sedan is likely causing more harm than your daily latte is). 

  💡 4. Better to be approximately right (than precisely wrong -- the biggest possible mistake is doing nothing!)

  💡 5. Do your own research (your heroes often have feet of clay). 

#BLUFFbooks 📚 "Geopolitical Alpha" by Marko Papic (2020) 💡Big Ideas Below ⬇️

Subtitle: "An Investment Framework for Predicting the Future." -----

💡1. A Leader's Preferences Are Optional. (But Her Constraints are Mandatory!)

💡2. What’s The Net Assessment? (When Facing Uncertainty, Start by Ruling Out the Absurd.)

💡3. I’m Their Leader, So I Must Follow Them. (Ignore the Median Voter at your peril.)

💡4. Simplifying the News is Necessary (But Oversimplifying Is Dangerous!)

💡5. Invasion of the Namedroppers (Beware the Hubris of Influencers, Wannabes, Has-Beens.)