Saturday, May 22, 2010

Long-time wealth manager Sue Stevens talks about finding financial happiness and her new book "Put Your Money Where Your Heart Is" in this podcast with Impact Communications' Al Martin in May 2010. Spend 5 minutes listening to Sue and Al talk about money, meaning and the pursuit of happiness.

In addition, Sue was a guest on the Good News Broadcast radio show with host Paul Slatkis in July 2010. They spend 10 minutes talking about finding balance, budgeting using Maslow's pyramid of needs, putting your money to work in wise ways, and much more.

Here's why you should listen to Sue: 

Stevens, a leading thinker in the financial planning community with a thriving wealth management practice based in Chicago, says money should support the things one truly loves in life. In her new book, Put Your Money Where Your Heart Is, Stevens draws on real life stories to inspire readers to make profound changes that not only improve their lives, but the lives of others as well.
"By paying attention to a few key areas, you can transform your relationship with money from frustrating to inspiring," says Stevens, a Certified Financial Planner professional and founder and president of Stevens Wealth Management LLC, Financial Happiness LLC and Stevens Visionary Strategies. "Instead of endless worry, you can create a life that you look forward to living because it reflects who you are and what is important to you."
In Put Your Money Where Your Heart Is, Stevens details a transformational process that includes Portfolio Peace of Mind , It's Not Just Retirement, It's the Rest of Your Life and The Financial Bridge to help readers discover a path that leads to inspiration and hope about relationships with money. After that examination, Stevens leads the reader through the Radiant Wealth concept which helps readers put their money where their heart is and think beyond the traditional measures of wealth.
Put Your Money Where Your Heart Is helps readers:
- Reflect on what matters most
- Get inspired
- Make changes to better align use of money with values
- Examine net worth for balance
- Find financial happiness and reach a state of Radiant Wealth
"Put Your Money Where Your Heart Is is a must-read for anyone who wants to re-examine their relationship with money," says Stevens. "Money is not just about making it and spending it but being engaged with it and making it do the things that make you feel good."
"Few writers know more about personal investing than Sue Stevens," says Taylor Larimore, co-author of The Bogleheads' Guide to Investing.
"Sue has been a member of our Q&A With the Experts Panel for some time now," says Mel Lindauer, a co-author of the Boglehead's book. "Every year, when I introduce her, I say that she has more meaningful professional designations after her name than anyone I know."
Founder and President of Stevens Wealth Management LLC, Financial Happiness LLC and Stevens Visionary Strategies, Sue Stevens has held leadership roles in top financial organizations for 20 years. Stevens is frequently named as one of the top advisors in the country by Worth, Bloomberg, Reuters and others. In 2008, Stevens was named one of 50 Distinguished Women in Wealth Management by Wealth Manager magazine.

(pictured: Sue Stevens, left, and Kathleen L. Ryan, right, at the Vanguard Diehards VIII gathering in 2008)
Long associated with Morningstar, Inc, Stevens was Director of Financial Planning and authored award-winning columns as well as founded Morningstar's personal finance newsletter Practical Finance. Stevens holds an MBA from University of Chicago, a Masters of Science in Wealth Management from The College for Financial Planning, the Certified Public Accountant/Personal Financial Specialist (CPA/PFS) designation, and is both a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER certificant.
Learn more about Sue Stevens at, where a subscription to Financial Happiness is free and gets you instant access to the monthly True Wealth Blast, a Spending Worksheet, a Net Worth Statement and much more.
The book, along with the other educational tools Stevens offers free or low cost to the general public, is a great gift book!

NAPFA Members and other independent financial advisors may want to buy a number of books and/or subscription memberships for their clients. Many of the NAPFA check lists and philosophies are included in Steven's book, newsletter, website, etc.

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