July 3, 2023

Nine ways to achieve financial security, preserve your wealth, and create a lasting legacy even when the economy is tanking.

Looking around at the economic turmoil we’ve experienced post-pandemic, it’s easy to get discouraged. You may feel that everything you thought you knew about creating and preserving wealth is wrong. You may think that finding prosperity and lasting wealth despite the chaos is an impossible task. Fortunately, there are some steps you can take right now to help keep your wealth from being completely devastated by inflation, bank shenanigans, wrongheaded policies, and market downturns.
June 4, 2023

Why bonds may not be the best choice for optimizing your retirement in the 21st Century.

47% of Baby Boomers regret not starting retirement planning earlier. 35% wish they had more cash stashed away. By age 65, the average American has only saved 30% of the $1 million they’ll need to maintain their comfortable lifestyles once they stop working.” Teresa Kuhn
April 19, 2023

Will ChatGPT replace your human financial advisor?

Fears of robot overlords may be a tad overblown, at least for now. I’ll be the first to admit that I am sometimes a little unnerved when I realize just how far the artificial language model known as ChatGPT has come. My anxiety increases whenever one of the artificial intelligence world’s biggest fanboys proclaims, “Robots will be able to do everything better than us.”
December 21, 2022

What are central bank digital currencies, and are they dangerous to your financial health?

The concept of centralized global currencies has been around for some time now. However, this idea has raced from concept to reality as cash usage in the United States and globally continues to drop. Many people are eager to find alternatives to physical cash. Widespread support for a cashless society hasn’t gone unnoticed by central bankers, governments, and corporations. As we know from history, these entities may have less than noble purposes and are usually eager to exert greater control over people’s lives, including their financial lives.
September 25, 2022

Do you know the power of personal financial engineering?

When you become a 100 Year Real Estate investor, you harness the power of something our team likes to call the “Dual Asset Strategy or DAS.” A dual asset strategy involves leveraging one asset to create two or more assets. Incorporating a 100-Year Real Estate Investor System with a specially-designed whole life policy driving it allows every single one of your dollars to do the work of three or four.
August 27, 2022

Do you have a financial response team?

It’s scary right now in the economy. That’s why you need an advisor who stays in touch and keeps track of what’s happening in the world. Suppose you’re like most people within 5-7 years of retirement. In that case, you’re probably concerned about having your life’s savings eaten away by everything from market volatility to never-ending inflation to higher taxes, fees, and administrative costs. I often get calls from concerned business owners, entrepreneurs, and investors. Often, these people have asset portfolios being eaten away by multiple erosive forces, such as inflation and taxes.
May 20, 2022

Investors can benefit from using a dual-asset approach to wealth-building.

In its simplest form, the Dual Asset Strategy (DAS) is a way to describe the process of using value inside a specially-engineered whole life policy to invest in real estate or other cash-flowing businesses. First articulated by veteran real estate educators and investors Jake and Gino of “Wheelbarrow Profits” fame, The Dual Asset Strategy is an easy-to-understand method of framing the principles undergirding a 100 Year Real Estate investor approach to wealth creation. Investors of all kinds, but especially real estate investors, can profit from using DAS to become their own source of financing.
March 7, 2022

Bubbles bubbles, the world is in trouble.

If you’re like many of my clients, you probably wonder how much your prosperity and financial security depends on outside forces, people and events you can neither predict nor control. You watch, dumbfounded, as the stock market goes up, even when common sense and economic data indicate that it should be going down. You read about the Federal Reserve manipulating interest rates and about governments pouring billions into the economy to “stimulate” it. Yet, as I write this in the waning days of the COVID pandemic, the economy remains as sclerotic and anemic as ever. You may think that finding prosperity and lasting wealth despite the chaos is an impossible task. Fortunately, there are some steps you can take right now to help keep your wealth from being completely devastated by inflation, bank shenanigans, wrongheaded policies, and market downturns.
Bubbles bubbles, the world is in trouble.
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