1. Why do we need another book about personal finances? How is your book different?
   
   
2. Who would benefit most from reading your book?
   
   
3. In your experience as a financial adviser, how are love and money interrelated? How might love drive one’s financial planning and strategy?
   
   
4. Explain the “financial pie” and what affects the size of each slice.
   
   
5. Is all debt bad debt, and should becoming debt-free be one’s top priority?
   
   
6. Why do we need a financial adviser? Why can’t we do it ourselves?
   
   
7. What should one look for in a financial adviser?
   
   
8. How does one start investing? What are the steps?
   
   
9. Is it better to pay taxes now on investments, or later?
   
   
10. How important is life insurance, and what type do you recommend?
    
    
11. How are the financial needs of women and men different?
    
    
12. What advice do you offer to couples for whom money is a constant source of conflict in their relationship?
    
13. What are some of the biggest mistakes people make when planning for retirement?
    
    
14. How can parents teach their kids to be financially literate and have a positive and responsible relationship with money?
    
    
15. What’s the best way to save for your kids’ college education?
    
    
16. What are some guidelines you can offer to adult children in discussing their elderly parents’ finances?
    
    
17. Since we can’t take it with us, what are some top tips for giving money to others?
    
18. Some of the people who have praised the book refer to you “challenging conventional wisdom.” Give some examples.

Don’t let anyone tell you what you need in retirement. You start the discussion by telling them what you want. — Bruce Helmer