FINANCIAL JEOPARDY™: THE TOP 15 FINANCIAL THREATS TO MILLIONAIRES IN THE U.S. AND HOW TO PROTECT YOUR WEALTH FROM EACH ONE

For readers with $1M+ in investable assets who want to protect—not just grow—their wealth Real stories, real numbers, real losses—every chapter opens with an actual client case study Actionable "Take Action" sections at the end of every chapter so you implement, not just read 90-day implementation plan prioritizes your biggest vulnerabilities first Written by a 30-year wealth preservation specialist, not a generic financial guru You didn't work this hard to lose it all to threats you never saw coming. A retired pharmaceutical executive watches $340,000 vanish to taxes—in a single year—on a portfolio she thought was working for her. A business owner who sold his company for $14 million discovers nine hidden vulnerabilities quietly draining his wealth. A surgeon with a $12 million net worth makes one overconfident investment decision that wipes out years of savings. These aren't hypothetical scenarios. They're real stories from three decades of working exclusively with millionaires—people who mastered the art of building wealth but never learned the completely different skill set required to keep it. Here's the uncomfortable truth: the strategies that made you rich—concentration, leverage, bold risk-taking—are precisely the strategies that will destroy your wealth if you don't shift from offense to defense. Financial Jeopardy™ exposes the specific, predictable threats that silently erode millionaire wealth every single day. Not through dramatic market crashes. Not through once-in-a-lifetime catastrophes. Through slow, compounding forces that most high-net-worth individuals don't recognize until the damage is already done. Inside, you'll discover: Why your investment returns are probably 40% less than your account statements suggest—and the exposed mechanism bleeding you dry year after year The portfolio mistake that turns a market correction into a permanent loss of wealth (and why smart, successful people keep making it) How a single outdated document could hand 40% of your estate to the IRS instead of your family The "invisible fee" that can cost a $5 million portfolio over $2.37 million across a lifetime—even if your advisor never mentions it Why the sharpest financial minds become the most dangerous to their own wealth after a certain age—and the plan you must put in place before it's too late The family conversation almost no one has that prevents inheritance disputes from tearing apart both your wealth and your relationships A 90-day implementation framework to systematically protect yourself, starting with your three highest-priority vulnerabilities This is not a book about making money. You've already done that. This is the book about keeping it. Written by Mark Stoecker, founder of On The Mark Money and a wealth preservation specialist with 30+ years serving high-net-worth clients, Financial Jeopardy™ delivers the defensive playbook that most financial books ignore. Each chapter opens with a real client story, breaks down the mechanics of the threat, quantifies the actual dollar cost, and closes with specific, actionable steps you can take immediately. Whether you're a business owner planning your exit, an executive approaching retirement with concentrated stock, a professional in peak earning years, or a retiree determined to make your wealth last—this book shows you exactly where you're exposed and precisely how to close every gap. Your wealth took decades to build. Don't let preventable threats destroy it in a fraction of the time.
ASIN: B0GQ4FFTPZ
VSKU: BVV.B0GQ4FFTPZ.VG
Condition: Very Good
Author/Artist:Stoecker, Mark
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: Book has little sign of wear or use