An interesting way to learn financial planning

Earlier this fall, I reviewed the book Boomers Into Business, by Lisa Orrell, on my Wealthy Boomer blog; then mentioned it in a subsequent column on boomer retirement.

I was pleasantly surprised this weekend to find an extensive review of Findependence Day on Lisa’s PromoteUGuru blog, which you can find here.

Readers of this blog may recognize the part at the end, which is the “Interview with myself” about the book.

It’s always gratifying to get some recognition in the United States. Even though the current (first) edition of Findependence Day is North American in scope (it takes place in both the U.S. and Canada and addresses the tax and retirement system in both countries), most media attention and sales have come from Canada.

I hope to rectify this with an all-U.S. e-book and tablet computer edition that I’m currently finalizing. It’s set primarily in Chicago and Boston and adds a couple of features not in the first or “North American” edition: a glossary and an end-of-chapter summary of what Jamie and Sheena learned. I’d initially resisted doing the latter on the grounds it breaks the “fictive dream.” But in the final analysis, the book is about raising financial literacy, so it makes sense to provide a handy end-of-chapter summary on the main lessons learned.

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