VIDEO: Financial Success for the Rest of Us Then & Now: Lessons from 20 Years of Personal Finance

  • Personal Finance
Twenty years ago, Dan wrote Financial Success for the Rest of Us, a guide to navigating money, investing, and building a secure future. Now, two decades later, he’s revised the book to reflect today’s financial world and the changes are eye-opening.

In this interview, we talk about:

  • What has (and hasn’t) changed in personal finance over 20 years
  • The shift to Quality of Life Planning®
  • Practical tips anyone can apply today

 

Whether you’re just starting out or rethinking your financial journey, this conversation will give you timeless insights for building lasting financial success.

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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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