PART 1
CHAPTER 1
THE SEARCH FOR THE HOLY GRAIL
Over the past ten years, I have had the privilege of authoring two #1 New York
Times bestsellers on the topic of personal finance (Money: Master the Game and
Unshakeable). They succeeded not because I am an expert in the field, but
because I have one important thing… access!
Over four decades of work as a life and business strategist have earned me
personal access to many of the world’s most brilliant financial minds, many of
whom happen to also be fans of my work. From Alan Greenspan to Ray Dalio
to the late Jack Bogle to Paul Tudor Jones and countless others, I’ve had the
pleasure of sitting down with titans of investing to extract the tools, tactics, and
mindset that anyone, at any stage of life, can—and should—apply in the quest
for financial freedom. Their generosity of time and principles helped me form a
trio of “playbooks,” and I encourage you to read the others if you have not
already.
I began my deep dive into money mastery after the 2008 financial crisis when
the world’s economy was on the brink of collapse due to the reckless behavior
and greed of a relative few. Nobody escaped the economic pain, myself included.
My phone rang off the hook as I tried to coach friends and family through job
loss, home loss, and obliterated retirement plans. From the barber to the
billionaire, the storm tore through everyone’s life with varying degrees of
devastation.
Never one to be a victim of circumstance, I decided to take immediate action
to become part of the solution. With a healthy dose of cynicism, I set out to
answer the most important question facing a financially illiterate society…. Is
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