Self-help ✦ Penny’s Take 📱 Kindle
Personal Finance QuickStart Guide
Morgen Rochard CFA CFP RLP · 2020
80/100
👍 Worth It
Morgen Rochard is a real financial advisor — CFA, CFP, and named one of Investopedia's Top 100 Advisors — and it shows in how grounded this beginner's guide feels, walking readers from money mindset through credit repair, debt payoff, and retirement basics. It favors breadth over deep dives into any single topic, but as a credentialed, structured starting point it's genuinely solid. Worth it if you want a trustworthy first finance book.
✦ Penny’s Take — this is The Review Group’s own editorial assessment. Penny’s analytical review line researched this book from real sources and scored it across the lenses shown below. It’s an honest first-party read — not a page-by-page personal one. The gold ✓ Penny Tested mark is reserved for books Penny reads cover to cover herself.
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Show the math
Verdict receipt0–100
Faith & family safety90
Substance / usefulness80
Craft & writing82
Originality60
Evidence & accuracy85
Hype vs delivers60
Age-fit80
Human-eye read82
Penny’s verdict80
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