Series
Most people see the end of the story and assume it is inevitable. As an example, they look at the investments, the portfolio, and the freedom of the wealthy. They then conclude that it all started with money, elite connections, hustle, or some unfair advantage. That’s not always the case. Having grown up in a…
Read MoreFor most of our lives, we’ve been taught a pretty simple formula: Work hard. Make and save money. Retire. That’s the formula for happiness. It sounds right. After all, that’s what we’re all aiming for. However, the older I get and the more wealthy people I meet, the more I begin to realize that something…
Read MoreI’ve never chased attention or bragged about my success. I’ve always felt that real wealth doesn’t need to be loud to be meaningful. As such, when friends like Garrett Gunderson and Brad Weimert say that I “quietly built wealth” before ever disclosing it publicly, I consider that a compliment. That was always the point. In…
Read MoreOne thing becomes clear when I talk to successful investors: financial freedom is never accidental. It’s the result of decades of focus, grit, and persistence. An example of this is Ben Reinberg, CEO of Alliance Consolidated Group of Companies and a man who has built a $500 million+ real estate empire. Anyone can reach generational…
Read MoreIf there’s one theme I hear repeatedly from business owners who’ve sold their company, it’s regret. According to the Exit Planning Institute (EPI), 76% of business owners regret selling their businesses within a year of the sale. As far as my experience goes, here’s the thing. The regret is not for selling, but for how…
Read MoreWhen it comes to investing, what comes to mind? In most cases, stocks and bonds are the first thing that comes to mind. As a gold standard for asset allocation, Wall Street advisors recommend the old “60/40 split” in which 60% of investments are in stocks, 40% in bonds. But here’s the problem: if you’re…
Read MoreAs entrepreneurs, we take pride in our dedication. When we start a business, we wear every hat, juggle every ball, and push forward with sheer willpower. Having said that, here’s what I’ve learned in two decades in business: if you don’t have an executive assistant, you are the assistant. And, to be honest, you’re probably…
Read MoreIt’s not about reaching a net worth target or building a substantial bank balance that makes you financially free. It’s not even a milestone you reach after 30 years of grinding. Freedom is a perspective. It’s a state of being. It’s the moment when money finally no longer dictates what you say “yes” or “no”…
Read MoreA saying I’ve repeated for years is, “It’s about the jockey, not the horse.” In investing terms, a jockey is a sponsor — the person or team who runs the deal. Having been both an investor and a sponsor myself for decades, I can tell you this: a good jockey can save a bad deal,…
Read MoreWhat comes to mind when you hear the words “whole life insurance? You may think something along the lines of, “What a horrible investment — just another sales pitch.” But that’s only half the story. By understanding how policies actually work, they stop looking like weak investments and become powerful financial foundations-the kind that the…
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