Blog

CLARIFY YOUR WHY

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…
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A PLAN FOR RESILIENCE

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…
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BORROW VS. WITHDRAW

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…
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ARE YOU STUCK ON THE WRONG PATH?

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…
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STOP FOLLOWING THE HERD AND STEP FORWARD

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,…
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ARE YOU CHASING RATES OF RETURN?

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…
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FINDING YOUR INNER VISIONARY

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…
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THE VALUE OF EXPERT ADVICE

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…
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HAVE YOU FACED SELF-DOUBT?

Have you ever faced self-doubt when confronted with a life-altering opportunity? Marcus Aurelius, upon learning of his planned adoption by Antoninus Pius and succession to the throne, was initially overwhelmed with uncertainty. However, a symbolic dream the night before his coronation in 161 A.D. instilled in him a sense of strength and potential he hadn’t…
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TURN CURVEBALLS INTO RESILIENCE

2 proven points for resilience when life throws you curveballs. ⚾️ Epictetus, the ancient Stoic philosopher, once said, “Train my mind to adapt to any circumstance… In this way, if circumstances take you off script… you won’t be desperate for a new prompting.” Quite often, we save for or anticipate some arbitrary point in the…
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DAILY ROUTINES AND SMALL CHANGES

Why your daily routines may be holding you back and how to fix it. Routines allow us to incorporate small, consistent habits into our lives that, over time, can compound to yield extraordinary results. But here’s a reality check: We must ensure that our habits aren’t controlling us; rather, we should be in control of…
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GET RICH QUICK SCHEMES AND YOU

What’s the #1 thing that will protect you from get-rich-quick schemes? Principles. Here are 3 that will lead to a richer life: Patience: Vital for organic growth. Time: Invaluable for experiencing the compound effect. Consistent Action: Daily commitment turns philosophy into results. No magic product trumps these principles. No shiny object shortcuts success. Which timeless…
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