Monday, August 6, 2018

Review: Wealth Unbroken by Rebecca Walser


Rebecca Walser with her background as a tax attorney, certified financial planner and as a wealth strategist, she is uniquely qualified to assess the structure and implement the best income maximization, wealth maximization, tax mitigation/ minimization and optimal legacy strategies for her clients. In Wealth Unbroken, Mrs. Walser explains how and why following popular beliefs about long-term wealth building are keeping 96 out of 100 Americans from financial success in life and their retirement. She shows how you can be one of the few Americans who not only survives but thrives in the new normal of changing federal tax codes, Baby Boomer retirement, and market volatility. With her roadmap to financial success to show no matter where you are along the path of life's journey, reading this book will change how are you see thing's when it comes to creating, preserving and transferring wealth. Mrs. Walser points out that "American Exceptional-ism" has nothing to do with our people but has everything to do within the US Constitution. That the American foundation was established to protect entrepreneurs and the "American Dream".

I found the insightful, conservative and unique take on how to achieve financial success a breath of fresh air. Rebecca Walser takes you on a journey through your options and allows you to see it from not only the financial aspects but also tax consequences of those discussions. She teaches you the insight and knows how to look at your investment as long-term, not short-term gains. I like how she tackles the well-known myths such as 401K and gold pointing out the history and what they were intended for and how they may not be what is best for you. Pointing out the myth of unlimited resources and wakens those to the rationalization of scarcity and how even though there are limits to resources you are still capable of being successful.

I found her writing style very easy read and she breaks down explains complex concepts that allow you to get a handle on what she is trying to point out and explain. This is a very usual tool to have in your financial toolbox.
Wealth Unbroken By Rebecca Walser

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