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Stop Losing Money: Real Stories & Costly Mistakes from a Private Banker -- and the 3-3-3 System That Fixes Them

Contributor(s): Jadhav, Cfa Frm (Author)

ISBN: 9798255309085

Publisher: Independently Published

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Pub Date: April 7, 2026

Lexile Code: 0000

Target Age Group: NA to NA

Physical Info: 0.32" H x 9.00" L x 6.00" W ( 0.36 lbs) 128 pages

Series: AI and Practical Finance

Descriptions, Reviews, etc.

Description:

Most people don't lose money because they pick the wrong investment. They lose money because they follow the wrong system.

After managing real portfolios in private banking, Tejas Jadhav, CFA, FRM reveals real client stories, hidden costs, behavioral traps -- and the simple system that actually works.

Inside: Real-world stories from a private banker-

  • The 3-3-3 Wealth System (three accounts, three phases, three rules)
  • AI-powered prompts to build your financial plan in minutes.
  • The Spending Autopsy -- how onecouple found $679/month hiding in their bank statements. A complete one-page plan to start this weekend.

No jargon. No sales pitch. No products to sell you.

If you're earning well but not building wealth, this book will change how you think about money. Stop

guessing. Start building.

"The best investment strategy is the one you cannot quit."

Worth Considering
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