Blog

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…

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…

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…

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…

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…

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.…

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…

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…

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…

Why does where you store money matter more than picking great investments? I’d be much better off had I known the answer 20 years ago. I would have: Kept more of what I earned Had alternate financing sources Been ready for more opportunities I would have been more resilient. How much thought do you put into…

How useful are assessments for facilitating your personal growth? Here’s a list of some of the common ones: •Myers-Briggs •Gallup Strengths-Finders •Kolbe •DISC Profile •Hogan •Subject Object Interview (SOI) •Porter Strength Deployment Inventory 2.0 •EQ-i 2.0 (Emotional Intelligence) Some assessments are more about personality, while others dive deeper into cognitive capacity. They help make your…

I love learning about Stoic Philosophy. Unfortunately, when I first got interested, I had difficulty figuring out where to start. Philosophy, in general, can be so academic. So, if you are trying to learn more about Stoic Philosophy, here’s the best way to get started: • Read This Book:  The Daily Stoic by Ryan Holiday…