The Truth Project
Wayne von Borstel, CFP®, CKA®, ChFC®, CLU®, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts.
von Borstel then continues the educational voyage, guiding us through the accumulation, transition and retirement phases of our financial life, explaining how core truths clarify and keep us aligned with our financial objectives. The principles outlined in the Estate Planning chapter can serve as a road map for avoiding the common mistakes that foster everything from family disputes to more tragic consequences.
The book is resplendent with case studies based on the author’s real-life experiences, both rewarding and disappointing. While some readers may find the author’s candor discomforting, von Borstel states, “I have never attended a funeral where people talked about the investment returns of the deceased. However, I have heard many funeral conversations asking why the deceased didn’t have a will, life insurance, proper documents, or why they didn’t put more aside for the family left behind. Planning is about people, pure and simple.”
Finally, von Borstel gives us a rare glimpse into the mind and heart of a financial professional dedicated to helping clients find serenity and purpose in life while creating a memorable legacy.
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“The Truth Project is a no holds barred revelation revealing the investing pornography being fed to the Main Street investor by the Wall Street Bullies. With courage and passion, Wayne gives brilliant insights on how you can ignore the Wall Street lies and glean the real truth that will finally give you the true peace of mind you deserve.”
— Mark Matson, Founder & CEO, Matson Money
“My clients all have a net worth of $20M or more. In reading Wayne’s book I noticed that many of my clients (if not all) live the core truths Wayne outlines. For those looking for a way to lead a more rewarding financial life Wayne’s book would be a great place to start.”
— Scott Hamilton, CEO, InKnowVision LLC
“I’ve know Wayne for many years and have always been impressed with his commitment to ‘telling it like it is’. Similarly, in this book, he has laid the facts on the table. Every parent and grandparent needs to read this book, and give copies to their children and grandchildren to help each of them prepare for their own successful retirement.”
— Susan Bradley, CFP®, Founder, Sudden Money Institute
“Wayne von Borstel does not mince words; he is honest and ethical, and these characteristics are exemplified through his wisdom in The Truth Project. In my 36 years of experience in the financial services industry as a writer and consultant, Wayne’s book is the first I have read that bravely reveals the truth about the ‘man and the machine behind the curtain (Oz).’ The only book an investor needs to read … ever.”
— Sydney LeBlanc, Co-founder Registered Rep magazine
The Invincibility Shield
First of all, let’s get one thing straight. There is no such thing as “absolute invincibility” when it comes to investing. Anytime you’re dealing with the unknown – and the stock market is certainly full of that – the concept of a “sure thing” goes right out the window. So, rather than focusing on the unknown, or that which you don’t control, my focus is on helping you concentrate and make smarter decisions about the unknown – that which you do control: your priorities, your expectations, and your behavior.