Foreword
by Elliot Weissbluth xxi
Introduction
by Marc Benioff xxv
Section 1 Welcome to the Jungle: The Journey Begins with this First Step
Chapter 1.1 It's Your Money! It's Your Life! Take Control 3
Chapter 1.2 The 7 Simple Steps to Financial Freedom: Create an Income for Life 29
Chapter 1.3 Tap the Power: Make the Most Important Financial Decision of Your Life 49
Chapter 1.4 Money Mastery: It's Time to Break Through 71
Section 2 Become the Insider: Know the Rules Before You Get in the Game
Chapter 2.0 Break Free: Shattering the 9 Financial Myths 83
Chapter 2.1 Myth 1: The $13T Lie: "Invest with Us. We'll Beat the Market!" 92
Chapter 2.2 Myth 2: "Our Fees? They're a Small Price to Pay!" 105
Chapter 2.3 Myth 3: "Our Returns? What You See Is What You Get" 116
Chapter 2.4 Myth 4: "I'm Your Broker, and I'm Here to Help" 121
Chapter 2.5 Myth 5: "Your Retirement Is Just a 401(k) Away" 138
Chapter 2.6 Myth 6: Target-Date Funds: "Just Set It and Forget It" 157
Chapter 2.7 Myth 7: "I Hate Annuities, and You Should Too" 165
Chapter 2.8 Myth 8: "You Gotta Take Huge Risks to Get Big Rewards!" 172
Chapter 2.9 Myth 9: "The Lies We Tell Ourselves" 183
Section 3 What's the Price of Your Dreams? Make the Game Winnable
Chapter 3.1 What's the Price of Your Dreams?: Make the Game Winnable 203
Chapter 3.2 What's Your Plan? 230
Chapter 3.3 Speed It Up: 1. Save More and Invest the Difference 247
Chapter 3.4 Speed It Up: 2. Earn More and Invest the Difference 259
Chapter 3.5 Speed It Up: 3. Reduce Fees and Taxes (and Invest the Difference) 273
Chapter 3.6 Speed It Up: 4. Get Better Returns and Speed Your Way to Victory 2 81
Chapter 3.7 Speed It Up: 5. Change Your Life-and Lifestyle-for the Better 287
Section 4 Make the Most Important Investment Decision of Your Life
Chapter 4.1 The Ultimate Bucket List: Asset Allocation 295
Chapter 4.2 Playing to Win: The Risk/Growth Bucket 321
Chapter 4.3 The Dream Bucket 340
Chapter 4.4 Timing Is Everything? 348
Section 5 Upside Without the Downside: Create a Lifetime Income Plan
Chapter 5.1 Invincible, Unsinkable, Unconquerable: The All Seasons Strategy 369
Chapter 5.2 It's Time to Thrive: Storm-Proof Returns and Unrivaled Results 393
Chapter 5.3 Freedom: Creating Your Lifetime Income Plan 406
Chapter 5.4 Time to Win: Your Income Is the Outcome 419
Chapter 5.5 Secrets of the Ultrawealthy (That You Can Use Too!) 442
Section 6 Invest Like The .001%: The Billionaire's Playbook
Chapter 6.0 Meet the Masters 453
Chapter 6.1 Carl Icahn: Master of the Universe 458
Chapter 6.2 David Swensen: A $23.9 Billion Labor of Love 468
Chapter 6.3 John C. Bogle: The Vanguard of Investing 476
Chapter 6.4 Warren Buffett: The Oracle of Omaha 485
Chapter 6.5 Paul Tudor Jones: A Modern-Day Robin Hood 488
Chapter 6.6 Ray Dalio: A Man for All Seasons 496
Chapter 6.7 Mary Callahan Erdoes: The Trillion-Dollar Woman 498
Chapter 6.8 T. Boone Pickens: Made to Be Rich. Made to Give 505
Chapter 6.9 Kyle Bass: The Master of Risk 514
Chapter 6.10 Marc Faber: The Billionaire They Call Dr. Doom 523
Chapter 6.11 Charles Schwab: Talking to Chuck, the People's Broker 529
Chapter 6.12 Sir John Templeton: The Greatest Investor of the 20th Century? 540
Section 7 Just Do It, Enjoy It, and Share It!
Chapter 7.1 The Future Is Brighter Than You Think 549
Chapter 7.2 The Wealth of Passion 573
Chapter 7.3 The Final Secret 588
7 Simple Steps: Your Checklist for Success 609
Acknowledgments 617
Anthony Rabbins Companies 625
A Note on Sources 639
Index 641
Permissions 657