Month: January 2024
Think about this for a moment. One day, whether planned or not, every single one of us will leave our company. However, only a small percentage of business owners have a transition plan in place. In fact, according to a study by the Exit Planning Institute, about half of business owners do not have an…
Read MoreInterview with Daven Michaels The Benefits of Living In Puerto Rico with Daven Michaels Daven Michaels is a serial entrepreneur, bestselling author, and founder of 123Employee, known for pioneering remote business solutions and his influential role in the music and digital finance industries. Today, we dive deep into Daven’s incredible journey, starting from his…
Read MoreAs Dolly Parton immortalized in her 1980 song “9 to 5,” work culture in the U.S. is based around eight-hour days, five days a week. While it may seem like this has always been the case, it is actually a relatively new concept. Even though Henry Ford implemented a five-day, 40-hour work week at Ford…
Read MoreInterview with Ryan Williamson TLI Member Spotlight: Recession-Resistant Investment Strategies with Ryan Williamson Today, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Ryan Williamson. In our conversation, Ryan shares his incredible journey from being a NAVY vet and board-certified neurologist to a prolific entrepreneur and investor who’s disrupting the…
Read MorePeople tend to think of life insurance as a way to provide financial security to their families after they pass on. It is for this reason that life insurance is often considered the foundation of a solid financial plan — even more so if your income or net worth is high. But what if it…
Read MoreWhen it comes to investing, there’s a misconception that the stock market is the only way to get rich. Alternative investments, however, offer a diverse and potentially lucrative landscape for those who’re open to exploring beyond what’s being sold on Wall Street. Ben Fraser, the Managing Director of Aspen Funds, a fund manager who runs…
Read MoreInterview with Chris Board A Winning Playbook for Financial Success with NFL LB, Chris Board Today, I’m talking with Chris Board. Chris is an NFL linebacker who plays for the New England Patriots. But his talents aren’t limited to football. Off the field, Chris channels the same intensity and commitment to his financial planning.…
Read MoreInterview with Jeff Socha Tax Strategies to Grow & Protect Your Wealth with Jeff Socha Jeff Socha is a financial consultant and Founder of Socha Capital who has helped many entrepreneurs and executives navigate the complexities of wealth management and grow and protect their wealth using unique tax strategies. During our conversation, Jeff explains…
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