Lori Sackler - THE M WORD

Advance praise for
The M Word

Lori Sacklers advice on overcoming the money taboo will not only help families successfully transfer wealth and deal with all of lifes transitions, but actually become happier in the process.

Shawn Achor
Author of the international bestseller
The Happiness Advantage

With extraordinary insight, wit, wisdom, emotional intelligence, and practicality, Lori Sackler here masterfully delivers honest, timeless, and highly useful guidance that will help investors and their families successfully navigate crucial life transitions and financial decisions. There is something for everyone in this brilliant book.

David M. Darst, CFA
Chief Investment Strategist
Morgan Stanley Wealth Management

There are few financial advisors as aware of the psychological and emotional issues that accompany family wealth as Lori Sackler. The M Word should be on the bookshelf of every parent looking for guidance on how to talk to the next generation about money.

Eileen Gallo, PhD, and Jon Gallo
Authors of Silver Spoon Kids: How Successful Parents Raise Responsible Children
and The Financially Intelligent Parent: 8 Steps to Raising Successful,
Generous, Responsible Children

Few people give advice as sound as Lori Sackler. The M Word will take you by the hand and give you what it takes to survive and thrive financially during these trying times.

Joan Hamburg
WOR Radio

The words wealth management are way overused in our industry. Most people think it relates only to how a portfolio is managed and what kind of return you can generate. This book goes way beyond how to manage a portfolio and gets into virtually every financial challenge one may need to be prepared to deal with in their lifetime. The use of reallife examples makes the book even more compelling. Importantly, it also addresses the elephant in the room around most peoples financial planning: getting the entire family involved. A great book for every member of the family.

Charlie Johnston
Former President
Morgan Stanley Smith Barney

Money is a difficult topic for any family to discuss, whether it involves marriage, caring for family members, retirement, or estate transfers. Lori Sackler provides many insights about how families can cope with the financial dimensions of what she calls lifes transitions. Her wealth of experience working with families is evident throughout her new book, The M Word.

Richard C. Marston
James R.F. Guy Professor of Finance, Wharton School
Director of Whartons Private Wealth Management Program

Lori Sackler gets that people really struggle to talk about finances and that failure to talk leads to much relationship angst. She has taken her vast experience and sensitivity and put it in an excellent guide to money communication and management. Families can spare themselves a lot of heartache by reading it.

Gail Saltz, MD
Clinical Associate Professor of Psychiatry,
The New York Presbyterian Hospital
Today Show contributor

Most financial planning books breeze over or ignore the really tough money decisions. Not this book. It tackles all of lifes major challenges to help you really plan your financial future, not just dream about it. Most financial planning books are targeted to the average household and never touch upon the subjects that are vital to you as your wealth level increases. The M Word goes the extra mile. The average American wont have a meeting with a wealth manager, CPA, and estate attorney, but as your wealth increases, that is one of the most important steps you can take to secure your future. Im ordering books for my sons and stepsons so we can have the Money Talk Loris book encourages.

Martin M. Shenkman
CPA, MBA, PFS, AEP (distinguished), JD, Estate Planning Attorney,
and Author of 42 books on estate and related planning

Talk Me the Money! With insight and information, Lori Sackler in The M Word teaches us how to have essential, productive conversations about our financial anxieties and goals that will enhance our financial well being. Written in an engaging style with plenty of examples, The M Word is Must reading!

Hendrie Weisinger, PhD
Author of The Emotionally Intelligent Financial Advisor and Nerves of Steel: 21 Strategies for the Age of Pressure

Copyright 2013 by Lori Sackler. All rights reserved. Except as permitted under the United States Copyright Act of 1976, no part of this publication may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written permission of the publisher.

ISBN: 978-0-07-179984-3
MHID: 0-07-179984-2

The material in this eBook also appears in the print version of this title: ISBN: 978-0-07-179983-6, MHID: 0-07-179983-4.

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