WEALTH WITHOUT WALL STREET

An experienced financial advisor with more than 25 years of experience presents a comprehensive guide to financial management and retirement planning.

McGuire, the president and CEO of a business brokerage and financial services company, offers readers an in-depth look at the principles and strategies that he’s found to be most effective in building wealth, securing retirement, and leaving legacies for future generations. His book contains personal anecdotes (including an opening story about a significant investment loss), vignettes, and quotes from financially successful people throughout history. The author also offers his own golf analogies (“Ah, the financial water hazards, where our hard-earned money can go to swim with the fishes!”), which teach down-to-earth lessons about the game of finance, showing how each of the principles he discusses plays out in real life. The examples he provides are based on Canadian and U.S. currencies, and his inclusion of charts in the text make his explanations feel concrete and easily actionable. McGuire exposes different aspects of how banks and financial institutions have “rigged the game in their favour,” while also instructing readers on how to manage money wisely in such an environment. The author also strongly urges readers to invest in whole life insurance, devoting the end of the book to making his case for this financial strategy. Overall, McGuire’s straightforward, well-researched prose is best read in small increments, with a highlighter handy to note the important nuggets of information in each chapter. This book will be a particularly useful resource for adults in midlife trying to navigate the complex challenges of planning for a secure retirement. However, it will be a worthwhile read for anyone attempting to get their finances in order, whether they’re beginning budgeters or seasoned investors.

A valuable peek into the toolbox of a seasoned money-management expert.