The Serious Money Train: Conversations About Managing Your Money Seriously - Paperback

by Jeffrey David Ross (Author)

The Serious Money Train transports readers on a cross-country trip that helps clarify the inherent complexities of successful investing and money management. Author Jeffrey Ross uses the lengthy train ride as a metaphor for the lifetime financial journey traveled by every serious investor. Strange noises, unpredictable conditions, hair-raising curves and frequent temptations to get off the train threaten the successful completion of the trip. However, Ross gives readers the principles, strategies and skills to overcome these obstacles, prudently manage their serious money and successfully complete their financial journey. The concepts and ground rules Ross illuminates are based on client conversations and lessons learned over his thirty-year career as a leading financial advisor to investors with substantial assets.

Author Biography

Jeffrey David Ross is the founder of The Planner's Edge(R), a fee-only financial advisory firm in Mercer Island, Washington. Father of two, Mr. Ross has been engaging clients in important Serious Money Conversations since 1981. These conversations change the way clients think about their financial problems, and over time, have helped hundreds of individuals and families achieve bigger and better futures. When Jeff is not in the office he can be found on the golf links.