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Challenge your perspective with these 7 powerful takeaways from ‘The Go-Giver.’ Over the past year, people have recommended this book to me more than any other. I finally read it, and here are my 7 key takeaways: 1. Rethinking Win-Win: The traditional idea of win-win sets up a dynamic of competition and tit-for-tat. Focus instead…

There are 3 key reasons you can’t afford to ignore building the right team. The incredible power of surrounding yourself with the right people is undeniable. Here’s why it is a game-changer: Growth-Minded Circle: Imagine a network that’s as invested in your growth as you are in theirs. Mutual Development: It’s not just about you.…

What if happiness is not about getting more but wanting less? I’m often drawn to the wisdom of Seneca, a renowned Stoic philosopher. Two of his quotes resonate with me deeply: “If you don’t regard what you have as enough, you will never be happy even if you rule the entire world.” “Being poor is…

Want a richer life but not sure where to start? Here’s the #1 investment you can make. Yourself. When you invest in yourself, you unlock: Greater resilience—both personally and financially. Enhanced capability to create, innovate, and earn. The strength to elevate everyone in your circle. Remember, a richer life is about more than just numbers.…

Why am I even doing this? Sound familiar? Have you spent years climbing the career ladder but never stopped to ask ‘why?’ I did after 17 years in the Navy. And what I realized changed everything. Committing to self-discovery and understanding my Blueprint was a game-changer. It allowed me to: Unearth the ‘why’ behind every…

3 Essential Ingredients You Can’t Afford to Ignore in Your Plan Life rarely follows the script we set. A resilient plan should include contingencies for: Adaptability Flexibility Learning A more resilient approach is: Fluid Adaptable Ready for anything Because one thing is for sure. Plans will be disrupted by the unexpected. Does your financial strategy…

Whole Life Insurance: Borrow vs. Withdraw – Which Option is Right for You? As a real estate investor, I prefer borrowing against my cash values. Let’s break down the pros and cons of each option (not exhaustive): Borrowing: Pros: Flexibility Skip underwriting Policy growth continues Avoid taxes or penalties Cons: Lower death benefit Compounding loan…

Let’s face it, nobody intentionally opts for the wrong path. Rather, we lack mechanisms that alert us when off course. To address this, I rely on two essential elements in my life: My Blueprint – The foundation aligning life decisions with my cause, purpose, values, passions, and skills. My Mastermind Squad (Green Squad) – Provides…

Sick of following the herd? Focus on resilient capital keeping. Here are 3 guiding principles to step forward: Don’t be afraid to break from the herd. Focus on keeping more of what you earn. Seek access to alternative financing options. Which of these principles resonates the most with you? Feeling daunted by big leaps? Remember,…

Chasing rates of return? It’s a waste. You can’t control an investment’s ROR, even with the most painstakingly precise underwriting. Instead, why not focus on principles you can control? Options Equity Leverage Protection Low volatility Tax efficiency Contractual cash flow Contractual guarantees And let’s not forget about the principles of: Action Growth Learning Teamwork Mentorship…

What makes the origins of the U.S. both inspiring and imperfect? Take for example the founders. Flawed as they were, they were visionaries. They dared to conceive principles and ideals to build something extraordinary. More importantly, they courageously acted on them. Was this vision flawlessly implemented from the start? No. There were numerous inconsistencies between…

Ever found yourself questioning the value of paying for expert advice? Ever wondered if the cost is worth the benefit? I was reminded of this during a recent chat with one of my most trusted advisors. A trend he noticed got me thinking: ✨ Unlike many investors and small business owners he assists, I see…