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Dec 20, 2024

I'm offering my clients and those interested in my help on their financial journey 30 min in January-February to lay out and strategize the intentions for 2025 and the next 3-5 years. This comes at a tremendous time cost and yet I'm 100% committed and confident it will add value to you and your...


Dec 13, 2024

In this last segment of my second appearance on the Rich Mind podcast with Randy Wilson, we dig deep into the uses of cash value and how it is pivotal to growing wealth long term for yourself and your future generations.

 

Highlights

  • Global optimism post-election
  • Optimism in real estate and markets
  • Energy independence...


Dec 10, 2024

In this part two of my second appearance on the Rich Mind podcast with Randy Wilson, I discuss the importance and method of Optimizing Cash Flow and discuss Family Banking's role in Legacy and how it works for you throughout each stage of your life.

 

Highlights

  • Mindset shift and wealth-building.
  • Importance of early...


Dec 6, 2024

In this part of my second appearance on the Rich Mind podcast with Randy Wilson, I dig into the importance of operating your financial life on two parallel paths, the protection side of which most Americans ignore at their own peril.

Highlights

  • Thanksgiving Reflection and Future Hope.
  • The Logic of Listening at 2X...


Nov 22, 2024

The AI revolution is developing like most previous disrupting technology trends, with everyone in a scramble to use it more than their competitors. And just like previous cycles, many are making grave mistakes. Tricking your customers into thinking a computer is actually you, the one they trust will destroy your sales...