March 24, 2023 - Blog / book club, book recommendations, booktok, capital preservation, Financial Strategy, goodreads, investing, real estate, real estate investing, whole life insurance
Are you looking for a capital storage solution that preserves your wealth and gives you access to opportunities like real estate? I was too. 10+ years ago, where I kept my money prevented me from buying the real estate I wanted. I reflected on some key questions and made a change: Do I need access…
March 17, 2023 - Blog / business, disney, financial goals, financial guide, future, j.c. penney, JC Penney, mcdonald's, ray kroc, small business, walt disney
Do you want someone to tell you what to do with your money or someone to help guide you? If it’s the former, then I’m not the person for you. Why choose a guide instead of someone who tells you what to do? A guide provides you with the knowledge and tools to make informed…
March 10, 2023 - Blog / Business Owners, coach, Financial Strategy, leader, leadership, mentor, mindset, Principles, team, team work
Have you ever stopped to consider what type of leader you are? With over 20 years of leadership experience, I’ve learned that self-reflection is key to improving leadership skills. Here are a few questions to ask yourself when reflecting on your leadership style: What values guide my leadership approach? How do I communicate with my…
March 3, 2023 - Blog / Financial Strategy, focus, Investment, mindfulness, mindset, patience, Stoicism
Have you ever considered how driving a stick shift can make you a better decision-maker? I certainly didn’t, until I switched back to driving a stick shift when I purchased my Jeep this summer. Driving it is like practicing mindfulness, and here’s how that makes me a better decision-maker: 1. Focus: Even after years of…
February 24, 2023 - Blog / asset investing, assets, investing, millionaire, tiers, wealth, wealth management
What are some of the biggest challenges you face when making asset purchase decisions? As a real estate investor, using a decision-making framework has helped me navigate numerous investment opportunities. Here’s how I set mine up: 1. I start with the core principles of: Risk mitigation Access to liquidity The amount of control I have…
February 17, 2023 - Blog / financial storms, Financial Strategy, Flexibility, investing, resiliency, storms, whole life insurance
How could a good decision produce a negative outcome? Every day, we make countless decisions: What to wear What to eat What time to leave for work However, things happen outside our control, and the outcome is not always in our hands. We make the best decisions we can based on the information we have….
February 10, 2023 - Blog / capital, choices, control, Investment, investments, Resilience, resiliency, Retirement Savings, storing money, whole life insurance
Can Whole Life Insurance really be a key strategy for storing capital? I’ve been doing it myself and helping others for 10 years. Once you have a policy in place, the process is simple: Consistent payment of premiums Refrain from surrendering the policy Avoid lapsing the policy with proper care Benefits: Preserve every premium dollar…
February 3, 2023 - Blog / Business Owners, capital, capital preservation, Investment, legacy, military investing, mindset, Podcast, Principles, Resilience, Spotify, whole life insurance
Why is capital preservation critical to long-term financial success? Not only to preserve capital but to have access to its value. Preserving capital is vital because it enables me: to have the resources to meet ongoing expenses to invest in future opportunities to handle unplanned events Without access to capital, I will struggle: to meet…
January 27, 2023 - Blog / equity, guarantees, Insurance, Investment, leverage, life insurance, market, market instability, mindset, Principles, retirement, volatility, whole life insurance
How can I improve my ability to adapt to changing markets? By following this simple yet often misunderstood principle. I’ve been helping my teammates understand and apply it for a decade. Every asset purchase you make is a money-storage decision. Guided by this principle, here are some of the asset characteristics I seek: guarantees volatility optionality…