October 15, 2007 Newsletter

  1. Live Rich... Give back!


  2. The Five Biggest 401(k) Rollover Mistakes


  3. Listen in on My Coaching Call with The Learning Annex


  4. Try it today! The Automatic Money Manager


  5. Just for YOU- MyFinishRich.com


  6. Get Coaching! The FinishRich Coaching Program


  7. Special Offer- Donald Trump's New Book



Live Rich... Give Back!

Habitat for Humanity- NYC

I've always believed that in order to finish rich, you must also live rich. In my books, I outline how important giving back is to living a full life.

Many of you may already know that I am actively involved with
Habitat for Humanity- NYC. I currently serve as a member of the board and believe very strongly in their efforts to develop green building capacity which will enable the creation of healthier, sustainable homes. There have been a variety of projects around the NYC area that have become homes to so many.

I have had the privilege of hearing, first hand, many heartwarming stories about the great impact Habitat- NYC has had on families. With this in mind, I invite you to attend the 8th Annual Builder Awards Gala on November 7th- here in NYC. Please know that your generosity and thoughts are greatly appreciated. Click here for more information.

Makers of Memories (MOM)

I have helped to co-found an amazing organization, Makers of Memories (MOM), with two great friends of mine. MOM is dedicated to providing dream vacations for mothers and their children who have been the victims of domestic violence. A vacation allows these families the ability to create memories that will last a lifetime and transform their lives, forever.

In August, I went on a Carnival cruise with twenty-five mothers and their children. I was able to spend time with these truly outstanding women and commend them for being so strong.

MOM's first charity fund raising event takes place Wed., October 24th in New York City. I have personally put up a $25,000 Challenge Grant for this inaugural event.

Click here now to either attend the event or simply make a donation to help create a memory.

The Five Biggest 401(k) Rollover Mistakes

A couple of weeks ago, I invited readers to take part in my 401(k) savings challenge, and promised to keep the momentum going with more articles about making the most of your retirement plans.

One of the topics many of you wanted to learn more about is how to make smart rollover decisions when changing jobs. Well, you're not alone. According to consultant Deloitte's most recent 401(k) Benchmarking Survey, 22 percent of employers surveyed revealed that their employees find rollovers to be the most confusing part of their retirement plan.

"Rollover" is the term used to describe moving money from one type of tax-advantaged account, like your 401(k) plan, to another, such as an individual retirement account (IRA) or a different 401(k) plan at your next job.

Click here to find how what the top five 401 (k) mistakes people make when changing jobs.

Listen in on My Coaching Call with The Learning Annex

I invite you to listen to the live telecoaching call I did with the Learning Annex. You can access the recording by
clicking here.

Listen in as I cover:

  • Emergency Funds: The best choices for putting money aside for your family's emergency funds
  • Mortgage vs. IRA: For people over 40 (and those who plan to be)
  • Limited Incomes : The #1 recommendation for anyone on a limited income to start a retirement nest egg (even those who might think it's too late)
  • Owning vs. Renting: Is it better to buy a home with no money down or rent?
  • Paying Off Debt: (the answer will surprise you)
  • Financial Advice: From the young single to couples over 55 years who want to know (and avoid) the biggest mistakes people have made in the past

    Click here to listen to the recording.

    To hear me speak further on these topics- come see me LIVE! My next three events with the Learning Annex Real Estate and Wealth Expo are coming up, don't miss out. Register Now!

    Chicago, IL
    November 3-4th
    Donald E. Stephens Convention Center

    New York, NY
    November 17- 18th
    Jacob K. Javits Convention Center

    Boston, MA
    December 8-9th
    Boston Convention & Exhibition Center

    The Automatic Money Manager
    Find Your Latte Factor- Automatically!
    Try it FREE for 30 days

    If you have not had a chance to try my new money management program, The Automatic Money Manager, I encourage you to do so. The Automatic Money Manager is a secure, online tool that basically provides you with a dashboard of all your financial accounts. By viewing your daily, itemized transactions, you can automatically track all of your money--including revenue coming in and expenses being paid out.

    It also allows you to pay your bills online and get an instant snapshot of your net worth--all at the click of a button.

    Each member of my team has been diligently using the Automatic Money Manager and each has been amazed by what they are discovering about their own spending habits. In fact, Liz shared with me that she was even able to find a duplicate charge on her credit card that she would have otherwise overlooked.

    Click here to try The Automatic Money Manager FREE for the first 30 Days. If you like it so much that you decide to continue beyond the trial, you'll also get a 20% discount off your first bill. Just be sure to sign up before October 31st to get the extra discount.

    This online program (there's no software to download) gives you access to your accounts any time, anywhere--even on your mobile device. Use it to automatically:

  • Pay yourself first
  • Track all of your purchases
  • Manage your credit card spending
  • Pay off your debt
  • Find your Latte Factor
  • Plan for retirement
  • And so much more!

    Don't wait any longer to take control of your finances. Start Today!

    And be sure to let us know how you like it. We value your opinion and look forward to hearing what you think. Click here to send us an email with your feedback.
    Just for YOU- MyFinishRich.com
    Get Your 14-Day Free Trial

    I thank all of you for being a part of the FinishRich Community and hope that you have gained valuable insight on how to manage your finances to help you Finish Rich. As you know, I am constantly making sure that we here at FinishRich are keeping up with all of the top personal finance trends and continually provide you with the best tips and resources available to help you achieve, maintain, and grow your wealth. As a result, we are thrilled to have recently launched our new MEMBERS-ONLY website, MyFinishRich.com.

    You will find EVERYTHING you need to know to get yourself, and keep yourself, on the path to financial freedom. The site is packed with amazing tools in many different areas including:

  • Personal finance
  • Real estate
  • The Stock Market
  • Entrepreneurship
  • E-commerce

    As a member of MyFinishRich.com,you will be invited to our weekly group coaching calls with one of my FinishRich coaches. We had our first call October 4th and it was great to see that so many of our community joined! If you were unable to join the call, you can listen to it for free by signing in to myfinishrich.com.

    Sign up NOW you'll get a FREE 14 day trial period!

    CLICK HERE to become a member.

    Get Coaching! The FinishRich Coaching Program
    Change your life

    If you want to take a more personalized, one on one approach to managing your finances, then the FinishRich Coaching Program is exactly what you are looking for. The program is designed so that you are able to get personalized mentoring with specific solutions for your individual needs. My Finish Rich coaches are experts in their field and I've personally trained them myself.

    Your coach will hold you accountable for staying on track as they guide you through the program with all the information, motivation and encouragement that you'll need for success.

    The great part of this program is that it doesn't just end with the personalized mentoring. You also have access to the FinishRich Coaching Success Center. Here there are amazing resources, videos, weekly group coaching calls, and even more- - including a monthly, live coaching call with me.

    Click here
    for more information on how to enroll. Once you submit your contact information, one of our FinishRich advisors will call you personally to explain all the details and help you determine if one-on-one coaching is right for you.

    January is right around the corner and now is the perfect time to start 2008 off on the right foot!

    Special Offer- Donald Trump's New Book

    I have spent the past year traveling around the country with the Learning Annex and have had the pleasure of sharing the stage with Donald Trump. Donald Trump and Bill Zanker, Founder and President of the Learning Annex, have just released their new book and given me a great deal to offer to the FinishRich Community.
    Click here to learn more.

    Also, click here to subscribe to the my blog's RSS feed today to get quick and easy access to new postings, including my newsletter.

    Until next time...

    Live and Finish Rich,

    David Bach and The FinishRich Team


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    The FinishRich Newsletter is written and produced by David Bach and FinishRich Media. If you have any questions or comments, you can contact us via our online form by clicking here.

    This newsletter is purely informative and does not represent an investment or tax recommendation of any kind. Please consult your financial or tax advisor before making any investment decisions.

    Copyright © 2007 FinishRich Media 295 Greenwich St. Suite 529, New York, NY 10007



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