Release of The Snowman's Guide to Personal Finance

When you become fascinated with a topic—as I did with personal finance—you’re quickly overwhelmed with information flying around in your mind. To organize everything I was learning and to one day help others easily pick up the information, I started to draft a book. Seven years later and I’m excited to announce that project is complete!

The idea for The Snowman’s Guide to Personal Finance started during a dinner conversation with my younger brother. The topic of savings came up, and I was impressed to learn how much he’d set aside. That excitement for my brother turned to concern as I learned that his money was in a chequing account. It wasn’t obvious to him that there were countless tools available to make saving for the future easier.

To help my brother better understand his options, I used an analogy to explain what was happening to his money. From this explanation, I saw an immediate understanding on my brother’s face.

At that moment, I realized analogies can bridge the gap between what everyone knows and what they want to learn. The more I thought about it, the more I realized just how similar managing money is to building a snowman. As a result, to create a simple and memorable experience, I’ve covered the key topics of personal finance through a series of analogies.

The Snowman’s Guide to Personal Finance provides actionable steps to:

Save money for the future

• Automate your savings plan

• Rethink your expenses

• Repay debt

Put your savings to work

• Manage your risk

• Understand how to invest your savings

• Lower your taxes

Protect yourself from the unexpected

• Set aside money for emergencies

• Understand your insurance needs

• Know when to write a will

The analogy of building a snowman is used throughout the book to provide a consistent framework, tying everything together. If you or someone you know are looking to manage your money confidently, I'd love it if you checked out the book and let me know your thoughts. If you're comfortable with your finances but curious how I managed to draw over twenty analogies between personal finance and building a snowman, it's all inside The Snowman’s Guide to Personal Finance.

If you’d prefer to read the material directly from the book, The Snowman’s Guide to Personal Finance is also available for purchase here.