Personal Finance QuickStart Guide

The Simplified Beginner’s Guide to Eliminating Financial Stress, Building Wealth, and Achieving Financial Freedom

In Personal Finance QuickStart Guide, author, podcaster, and financial advisor Morgen B. Rochard, CFA, CFP®, RLP®, pulls back the personal finance curtain to present personal finance wisdom that is so simple anyone can start putting it to use today. Morgen has distilled a career’s worth of experience in the financial world into an uncommonly helpful guide to the common money problems we all face. 

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Are you tired of feeling stressed out and overwhelmed when you think about your finances? 

Have you gotten frustrated with personal finance advice from “experts” that doesn’t feel like it speaks to your unique financial situation? 

No matter where you are in your financial journey, Personal Finance QuickStart Guide covers everything you need to know to make a positive financial change in your life. 

At a time when 80 percent% of US workers live paycheck to paycheck and as many as 40 percent% of Americans can’t afford a surprise $400 expense, it has never been more important to take control of your financial wellbeing. 

In Personal Finance QuickStart Guide, author, podcaster, and financial advisor Morgen B. Rochard, CFA, CFP®, RLP®, pulls back the personal finance curtain to present personal finance wisdom that is so simple anyone can start putting it to use today. 

Morgen has distilled a career’s worth of experience in the financial world into an uncommonly helpful guide to the common money problems we all face. Filled with personal stories told in her straightforward and candid style, this book is the missing ingredient for anyone who wants to take control of their finances and live their most fulfilled life. 

It doesn’t matter where you are on your financial journey, how much experience you have, or how much money you have in the bank—you can make the financial changes needed to build the fulfilling life you deserve with the time-tested and proven personal finance wisdom enclosed in this book.

Personal Finance QuickStart Guide Is Perfect For: 

  • Millennials who feel like they never got a handle on their finances and want to catch up 
  • Young adults who want to build a good financial foundation for the future 
  • Working professionals who are thinking about retirement 
  • Anyone looking to make a financial change in their life and build wealth 

Personal Finance QuickStart Guide Covers: 

  • How to think about money and craft your own positive money mindset 
  • Repairing your credit score to increase your buying power and provide more freedom in your life 
  • The difference between good and bad debt and how to pay down and manage debt 
  • Effective financial goal setting with actionable steps to accomplish your goals 
  • How to prepare for retirement and secure your own financially independent future 

Personal Finance QuickStart Guide Will Teach You: 

  • How to build a positive money mindset, analyze your own money habits, and secure your own financial freedom for good times and bad 
  • How to effectively manage and pay down debt, the difference between good and bad debt, and how to raise your credit score (and keep it high) 
  • How to translate your dreams into financial reality without restrictive budgeting or beating yourself up over daily spending 
  • The best way to prepare for major life events like home buying, weddings, and sending kids off to college 
  • Yes, you need to invest—how to put your money to work for you without assuming a mountain of risk or learning complicated charts 
  • How to prepare for retirement the smart way, what to do if you come into money, how to reduce your tax burden, and more—your entire personal finance journey is in these pages! 


  • Easy to use Simplified Budget Spreadsheet 
  • 1 Page Personal Finance Plan 
  • Effective Goal Setting Workbook 
  • Additional visual aids, infographics, and more! 


ClydeBank Media proudly supports the nonprofit AdoptAClassroom. 



1st edition


978-1-945051-58-6 (eBook)
978-1-945051-01-2 (paperback)
978-1-945051-59-3 (hardcover)


7.5 x 9.2 inches

About the Author

Symon He, MBA, is an author, best-selling online business and real estate investing course instructor, licensed real estate investor, and consultant based in Los Angeles. His training courses in real estate investing, deal structuring, and financial modeling have reached over 300,000 students in nearly 180 countries. His real estate investing expertise has been cited in numerous prominent media outlets including the Wall Street Journal, Reuters, Forbes, CNBC, and Skift. He has previously partnered with prominent finance luminaries such as 

Mr. He’s consulting services help private real estate investors make smart acquisitions and profitably structure their deals. Previous to this line of work, he was the head of marketing analytics at the Panda Restaurant Group. Before that, he worked as a manager in the global M&A unit for Ingram Micro, a Fortune 80 company. Going even further back in his professional career, he worked on commercial real estate acquisitions at a private equity real estate fund, covering a wide range of asset classes across the western United States. Symon received dual degrees in computer engineering (magna cum laude) and economics (summa cum laude) from UC Irvine and received his MBA from Stanford University. 

Symon’s newest book, Real Estate Investing QuickStart Guide, is built on his considerable experience and success in residential, commercial, and home-sharing real estate investment ventures. Real Estate Investing QuickStart Guide takes a direct, simplified approach to making money through straightforward real estate investing, smart financing, and profitable deals. 

Symon is a cofounder of LearnBNB, a boutique consultancy and education blog that specializes in the home-sharing economy. Connect with Symon at, explore the world of real estate investing on his blog at, or find Symon on LinkedIn 

From the Book

From the Author

My book is for people who know that real estate is a solid investment and want to get started but need guidance. I know what it takes to get started, what mistakes to avoid, and what steps to take to build a solid foundation. I’m a consultant and teacher now but there was a time when I was just starting out too. I know what it’s like. I did it and you can do it too.


From the Back Cover

What does it take to create a real estate empire?As a best-selling course instructor and veteran consultant, Symon brings a casual and clarifying simplicity to the sometimes complicated world of real estate investing. His experience in the industry, making deals and teaching others, shines through in this simplified approach that skips the jargon in favor of actionable insight. Commercial, residential, raw land, and more–the real estate investing method you are most interested in is covered in these pages!

Digital Assets

Each purchase of Real Estate Investing QuickStart Guide includes lifetime access to free digital assets such as:

  • Valuation, terminal value, and rental comparison worksheets
  • Advanced Rental Income Analyzer
  • Wholesaling Deal Analyzer
  • Symon’s Exclusive Fix & FlipProperty Analyzer, and more!

Request your free digital assets after purchase by visiting:

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