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The Financial Playbook: Save Wisely. Spend Wisely. Give Wisely. A Financial Advisor's Strategies for Every Stage of Life
Paperback
Publisher: Independently Published
Published: Jul 17 2026
Pages: 144
Weight: 0.44
Height: 0.31 Width: 6.00 Depth: 9.00
Language: English
What if the smartest thing you do with your money has nothing to do with your rate of return?
Most financial books are written by people who've never sat across the table from a frightened family. Preston Christian has done it more than two thousand times.
In The Playbook, a financial advisor who started by selling insurance at kitchen tables - long before he managed a dollar - lays out the strategies that actually separate the people who do well with money from the people who don't. And the difference, he'll tell you, almost never comes down to income. It comes down to habits, timing, and a willingness to do the hard thing early.
This isn't a textbook. It's a plan you can actually run.
Inside, you'll learn how to:
- Pay yourself first in a way that works even when willpower doesn't
- Protect your single largest asset - and why most people insure everything but it
- Survive the most dangerous years of retirement (hint: they're the first five)
- Turn your savings into income you can't outlive - even as inflation quietly erodes it
- Claim Social Security for the benefit that matters most: the one at eighty-seven, not sixty-two
- Defuse the tax time bomb hiding inside your retirement accounts
- Give in a way that does more good - for the people and causes you love, and for your own tax bill
Written in plain, unhurried language and built around real client stories, The Playbook walks you through every stage of the financial life - saving wisely, spending wisely, and finally, giving wisely.
Because in the end, nobody remembers your rate of return. They remember what your money was for.
If you're ready to stop guessing and start planning, your playbook is waiting.
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