TOPEKA, Kansas, Jan. 8, 2018 /PRNewswire/ — As a complement to its new “Smart Couples, Smart Retirement” seminar program, AE Wealth Management announces that an updated and revised edition of Smart Couples Finish Rich—the No. 1 National Bestselling book written by its Co-Founder and Director of Education, David Bach—will be published tomorrow by Penguin Random House LLC.

Smart Couples Finish Rich - 9 Steps to creating a rich future for you and your partner by David Bach for more information visit &

Smart Couples Finish Rich was first published in hardcover in 2001, and in paperback in 2002, by Penguin Random House. It quickly became one of the most popular financial books for couples in America, and was the No. 1 business book of the year in 2004, according to BusinessWeek. The updated edition, which addresses the financial technology and investment products introduced since the first version’s publication, is available for purchase on Amazon:

“A lot has changed since I wrote the first edition of Smart Couples Finish Rich 17 years ago, but what hasn’t changed is the power of money to destroy relationships. Money remains one of the top reasons why couples get divorced,” said Mr. Bach. “I decided to update the book so that today’s investors, from Millennials new to the job market to Baby Boomers who are already retired, can plan together as couples for everything in life—and avoid some of the most common financial mistakes that can threaten the stability of relationships.”

Smart Couples Finish Rich offers nine steps for couples to work together to pursue their financial goals while also strengthening their relationships. The updated edition, like the previous one, helps couples identify and rediscover their values, and teaches them how to successfully undertake Purpose-Focused Financial Planning™ based on their values, goals, and dreams. However, the revised edition also offers new content, including:

  • Planning a Money Date™: Instead of discussing money when couples are in the car, or when one party is paying bills and the other is going about other routines, couples should instead set aside time on the calendar for a Money Date™ where they can talk about money without any distractions.
  • Return On Retirement (ROR™): Most investors focus on achieving the highest return on investment (ROI), which is important for building and increasing wealth for retirement, but ignores something more valuable—the ability to enjoy your life in retirement. Finishing “rich” is about more than just money, and Mr. Bach came up with Return On Retirement (ROR™) as an alternative benchmark for couples and individuals to measure their financial success.
  • Couples Latte Factor®: Mr. Bach outlines a variety of exercises that couples can do together to track how they are spending their money, and what changes they can make in their everyday lives in order to save more. For example, many couples don’t realize that cutting out $5 to $10 of spending per day—the cost of a daily latte at Starbucks or another coffee shop—is all they need to do to potentially accumulate a sizeable nest egg over time. This is the essence of the Couples Latte Factor®, a concept that Mr. Bach developed.

AE Wealth Management’s “Smart Couples, Smart Retirement” seminar program is based on the content available in the new edition of Smart Couples Finish Rich. The firm launched its series of training seminars for independent financial advisors in the second half of 2017. Hundreds of advisors have already participated, and additional trainings will take place throughout this year. For more information about AE Wealth Management’s investor education and advisor training initiative, please visit

Mr. Bach, a nine-time New York Times Bestselling Author, is spearheading AE Wealth Management’s ongoing initiative to offer actionable insights, through educational and training programs, that advisors can harness to grow their practices and serve current and prospective clients better.  Mr. Bach has been teaching people how to be smarter with their money for more than 20 years. He has taught more than 1 million people through live events around the world, and his FinishRich Seminars® featuring content from his New York Times Bestsellers Smart Women Finish Rich and Smart Couples Finish Rich have been taught by thousands of financial advisors throughout North America.

Prior to co-founding AE Wealth Management, Mr. Bach was a Senior Vice President of The Bach Group at Morgan Stanley, which managed over half a billion dollars for individuals during his 1993-2001 tenure. He also served as Vice Chairman of Edelman Financial Services from 2014 to 2015, and was a contributor to NBC’s Today Show, where he appeared more than 100 times. Besides Smart Couples Finish Rich and Smart Women Finish Rich, Mr. Bach’s nine New York Times Bestsellers include The Automatic Millionaire, Start Late Finish Rich, and The Automatic Millionaire Homeowner.

“With 10,000 Baby Boomers turning 65 each day, there has never been a more important time for couples to receive retirement-focused financial education,” said David Callanan, Co-Founder of AE Wealth Management. “Our educational seminars based on the updated version of Smart Couples Finish Rich are powerful tools for helping advisors teach couples how to work together as a team to achieve their financial, and life, goals—demonstrating even more value to existing and future clients.”

For more information about the revised edition of Smart Couples Finish Rich, please visit: and

About AE Wealth Management

AE Wealth Management is one of the fastest-growing registered investment advisory (RIA) firms in America, offering an open-architecture platform of investment solutions and practice management resources that independent financial advisors can use to help their clients work towards their financial goals. Advisors can demonstrate greater value for clients and grow their practices by utilizing the cutting-edge technology—and the broad array of investment strategies and asset classes from consistently vetted and monitored money managers—on AE Wealth Management’s platform. The insights and tools from AE Wealth Management enable advisors to obtain a holistic view of each client’s financial universe in one place.

AE Wealth Management oversees approximately $3 billion in total platform assets, including $2.4 billion in assets under management, and currently works with nearly 370 investment advisor representatives and RIAs in 249 offices throughout the country, as of December 31, 2017. For more information, please visit

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