Introduction to SWS (Sudden Wealth Syndrome) Sudden wealth, good fortune, or many other circumstances can quickly turn into a nightmare for those unprepared to handle it. Receiving a large amount of money can be a wonderful experience. With a financial plan and a qualified team of advisors, you can dramatically increase your odds of success. […]
The Best Financial Decisions I Have Made – Ep29
Updated October 24th, 2023. Do you ever wish that you knew things years ago? Or that you could reduce the time of your learning curve, or you had insight and wisdom that could change the trajectory of your business, life, or money? Well, I did, too, and today, I am sharing the eight critical insights […]
Inheritance Planning: What You Should Know
Introduction to Inheritance Planning Inheritance planning is a critical aspect of financial planning that often gets overlooked until it’s too late. It involves preparing for the transfer of your assets, property, and wealth to your heirs or beneficiaries after your passing. While the idea of planning for one’s eventual demise may seem daunting, it is […]
How to Think Like a Millionaire – Ep28
Today, in “How to Think Like a Millionaire,” you will learn four critical insights on what they do differently than others. If you want to secure a financial future and retirement you love, you will love this episode! Growing up, I seriously thought something was wrong with me because I saw the world differently than […]
Overspending – Why We Do It and How to Stop – Ep27
Today, we’re talking about “How to Stop Overspending.” Now, before we dive in, I want you to think about some other addictions, like overdrinking, overeating, even a sex addiction or an addiction to drugs. Interestingly, if you think about all of those addictions, unlike overspending, when done in excess, society, our tribe, looks down upon […]
What is an Estate Plan and Why is It Important
Today, in “What is an Estate Plan and Why is It Important,” we will dive into the process that involves making critical decisions about how your assets will be managed and distributed both during your lifetime and after your passing. Estate planning includes various aspects that we will cover today. We recommend that you work […]