Principles

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…

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…

I’ve spent 11 years of my parenting journey grappling with this lesson: “You can’t quit something until it’s over.” That’s the lesson I learned when I was a kid, and I recently realized it’s how I was teaching my kids. But, I have had a shift in perspective. I don’t want my kids to think they have…

  There are 3 essential aspects of mindset that I have learned from years of leadership and personal development. That work has helped me uncover how pivotal mindset is to success. Here are the 3 most essential aspects of mindset to me:  I choose the mindset I show up with: growth (learning) or fixed.  I adopt a…

You don’t need life insurance to leave behind a legacy. Why? Legacy isn’t about: • You • Money • Arrogance It’s not about making others think that you were some great person and did all this amazing stuff while you were alive. Legacy is about: • Making others better • Caring for your loved ones…

One Of The Most Important Leadership Lessons I’ve Learned After 19 Years Of Naval Service: Great leaders focus on personal development and the development of their teammates, and here’s why: 1.  You must know yourself before you can begin to help others. Why? • It gives you the foundation you need to lead others •…

How does a strong team make you more resilient? I’ve been on one team or another for most of my life. The best teams know their mission and core values and consist of teammates who: • know their role • hold the rest of their teammates accountable • pick each other up when need be You know…

How does truly understanding your long-term vision bring peace? If you aren’t sure why you are doing something or if it fits in with how you envision yourself, take a pause. Think about it some more before you jump in. If we’re in the middle of the application process for a life insurance policy and a…

Why do I think resilience is the key to success in life and finance? My ability to bounce back from setbacks and keep fighting through adversity determines my success. Many things can and will happen outside my control that could throw me off track. That’s certain. The key is to be resilient enough to continue growing and progressing.…

Why do I focus on the boring stuff first? A strong foundation allows you to pivot, adjust & thrive in uncertain circumstances. It makes you more resilient. The same holds true for your finances. In fact, by adhering to this principle in finance, you will also be more resilient in life. What do I mean by starting with a…

I love scramble formatted golf tournaments. In a scramble, everyone on your team hits. Then, the team picks the best shot, and everyone hits the next ball from there. And on it goes until you get it in the hole. The best scenario is when the first person hits a fantastic shot. It enables the rest of the players…