Keep It Simple, Make It Big: Money Management for a Meaningful Life Paperback – October 16, 2020

Who would think a book about personal financial management could be both a good read while being practical and informative? At 186 pages I found Michael Lynch's book, 'Keep It Simple, Make It Big' to be just that - an invaluable tool on the subject which is engaging, humorous at times, comprehensive and well-written. Not outliving one's financial resources while enjoying a happy retirement should be of major concern for most of us.With this in mind, the author presents useful strategies that the average person can employ in order to:1) accumulate and maximize financial wealth through retirement by using resources available to one's unique situation. 2) minimize one's tax burden over a lifetime as well as during retirement. 3) make appropriate choices with regard to health care needs during retirement , and 4) ensure effective estate planning in a "tax efficient manner".Although the book is not written to offer 'do-it-yoursel' advice on personal finance strategies, it clearly provides enough information to the reader who can then formulate and ask the right questions when seeking professional financial guidance.As a self-supporting woman with retirement in sight, I can say that I 'm really glad I own this book. It will be spending more time in my hands rather than on my bookshelf.

I wish I could've had this book when I was in my 20's....I probably would have avoided a lot of angst and many missteps in the ensuing years. The author acknowledges up front that this is more of a "primer" than a thesis. The aim is to prompt the reader to ask him/herself some basic questions regarding long and short term needs and goals, then offer sound advice regarding next steps on the path to achieve those goals. There's no sugar-coating regarding the complexity and potential hazards involved in achieving financial security and the peace of mind that can come with it, but the tone is positive and the advice is sound.Humorous quotes and quips add to the readability of this short but worthwhile work.

I liked this book for adhering to its title, “Keep it Simple”. It keys you in to what your situation might be. Hey that’s me or whew that was a good choice. More importantly it might be oh no better call someone now. These were the common themes while I read. The book is not complete financial advice. You don’t want to die broke. This book gets you to ask the right questions and get correct answers for you. This is even true if your initial questions aren’t your correct ones. The professional planner now can say no you really need this question answered. I had a parent outlive their money. It’s awful and expensive. Be well everyone.

In a crazy, topsy-turvey world this book gives clear, concise information in an accessible way.For me, finances and financial planning have always been a stressful and daunting area in life. This book is a safe way to navigate the road to retirement. There are no shortcuts or games, just good, clear information. It left me feeling relaxed and confident about our current path to retirement.This will definitely be a reference text on our library shelf . . . areas we can go back to investigate as life changes.

I chose this rating because it did simplify what I consider a onerous process. It guides and explains options that help you navigate to help you achieve your goals. " What do I want/need? " and how do I get there? Mike's explanations are concise and based on his many years of practice. This book is an example of how Mike works with his clients and reflects how he helps each of us understand why having a plan is so important. I wish I had known these things earlier. Thank you Mike.

It’s a short book about some social security advice. It’s not about investment or asset creation, it’s just about the legal options we can use to leave a will, use trusts, select a retirement option, and things that would take an article to explain. It has nothing to keep it simple and definitely nothing to make it big. The author have been advised to change the title and instead he updated the text with no success. I know that because he says so in the end. Shameful. The only good thing is that I was able to try new reading technics to read it fast.

I liked this book for its simplicity in explaining, in lay terms, how to craft a financial plan for any stage of life. The book is divided into sections that are easy to read and understand and, at 186 pages, this paperback can be read quickly. It is written with humor and solid financial advice and, stresses that not doing anything can impact people negatively down the road. The main theme is "keep it simple" and make a plan, and if you need help, get professional advice.Sally E.

I hate dealing with finances. But I know I have to, so I try to find the best advice I can without spending too much time. This book was great. The advice is straightforward and easy to digest. The author clearly knows his stuff and makes it as easy to comprehend as possible, even the pretty complicated issues. And he tells you what you don't necessarily want to hear about how you should be thinking about your finances, but without judgement and with terrific real life examples. Highly recommend!

The media could not be loaded. Very bad book.it is not worthy. It is zero value. It is all about for American of America data. The wole book covers only America's data for Americans. Money wasted. There is nothing Fruitful in book. I have read 30 books till date, I which it will be worst book.