Investments

Three Simple Secrets to Success

✔️ Want to change something about your life? ✔️ Want more success, more money, more fame, more love, more health, more fitness, more of anything? The answer is quite simple. I know a LOT of people who learn endlessly, talk incessantly and take little or no action....

Financial Freedom and all that buzz!

A lot of people associate creating financial freedom with retirement. I think not. What did retirement look like 20 years ago? Work for an employer or two for 35 or 40 years. Get a pension plan. Sit on a rocking chair in your 60s. Twiddle your thumbs. Pick up a hobby...

Investing despite Fear, Uncertainty & Doubt…

Investing despite Fear, Uncertainty & Doubt…

I want to share a personal story today. In 1998, almost 25 years ago I moved to the US alone with two 70 lb bags and no money of my own except $3000 I borrowed from my sister to have some capital to set myself up and get started as a grad student at Texas...

Secrets to getting out of the Rat Race

A year ago, before COVID hit, a young couple stopped by home to chat about investments and how they could plan their life to work towards financial freedom. In a lot of ways I saw myself in them years ago - I was married young at 23, out of college and ready to take...

Retirement and Real Estate – The Perfect Marriage?

In talking to a lot of clients about real estate investments I have realized that more often than not their retirement accounts are generally the most underutilized and underinvested asset they have! Most people have no idea  ❌  What their retirement accounts are...

Should you really Buy Term and Invest the Difference?

"We are 63 and 67, and just finished a 20 year term spending 35K over the term policy. Wish I had known about this 20 years ago."  One of the attendees of a webinar I hosted on Sunday evening on "Infinity Banking" sent me this message when they submitted a request for...