investing
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…
Read More 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…
Read More 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…
Read More 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…
Read More 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…
Read More 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…
Read More CREATE YOUR OWN LUCK
Ever wondered if there’s more to creating our own luck than just waiting for good fortune? Here’s an idea – focus on timely and meaningful actions, and you might find yourself not needing luck as much. This thought was sparked by a quote from Roman Emperor Marcus Aurelius: “You say, good fortune used to meet…
Read More YOUR BLUEPRINT
How well do you know your own Blueprint, and how can it make you more resilient? Understanding your Blueprint – your core purpose, cause, passions, values, skills – can have a profound impact on your ability to navigate life’s challenges. Consider these benefits: ✅ Clarity of purpose gives you direction: helping you stay focused on…
Read More HOW DOES YOUR MINDSET SHAPE YOUR SUCCESS?
How does your mindset have the power to shape your financial success? Our beliefs drive our behaviors ultimately leading to where we end up in life. Here are 5 core beliefs I have about finance: I believe preserving capital and building additional streams of income leads to financial resilience. I believe I finance everything I…
Read More EMBRACING REFLECTIVE PRACTICE AND CHANGE
Did you know that trying new things doesn’t mean being tied to your decision forever? Challenging yourself is essential for growth, but committing to significant changes can be daunting. Try this 4-step framework for embracing new endeavors: Visualize: Imagine your success in the new venture. Commit: Dedicate yourself to the pursuit for a set period.…
Read More LACK OF UNDERSTANDING LEADS TO EMOTIONAL RESPONSES
Why do people have such emotional responses to whole life insurance and the Infinite Banking Concept (IBC)? Here’s the #1 reason: A lack of understanding Whole Life Insurance: Misunderstanding the asset IBC: Misunderstanding what it truly is Isn’t it fascinating how a lack of understanding can lead to overly emotional responses? What’s informing my thoughts?…
Read More LOOKING FOR A LEADERSHIP GAME CHANGER?
Looking for a game-changer in your leadership journey? Reflection is the answer. Here are some ways reflection has personally helped me grow as a leader after 20+ years leading teams: Decoding the world around me Tackling complex challenges Understanding my emotions Clarifying core values Fine-tuning reactions Learning from every experience What about you? Have you…
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