Financial Strategy

In a world full of uncertainties, resilience is our anchor. It’s not just about weathering the storm—it’s about emerging stronger. We can build resilience in different areas of our lives. Unlock resilience with your Blueprint: Adaptability: Know your core values to swiftly navigate life’s changes. Growth Mindset: Challenges? They’re just undiscovered lessons. Emotional Strength: Every…

6 principles I use to favor financial resilience over explosive growth. Hitting home runs in finance is exciting, but it’s not sustainable for most. Focus on resilience and you’ll thrive in any market: Lean Towards Guarantees: Stability over speculation. Conservative Growth: It’s not always about the home runs, singles and doubles add up. Low to…

Why am I even doing this? Sound familiar? Have you spent years climbing the career ladder but never stopped to ask ‘why?’ I did after 17 years in the Navy. And what I realized changed everything. Committing to self-discovery and understanding my Blueprint was a game-changer. It allowed me to: Unearth the ‘why’ behind every…

Whole Life Insurance: Borrow vs. Withdraw – Which Option is Right for You? As a real estate investor, I prefer borrowing against my cash values. Let’s break down the pros and cons of each option (not exhaustive): Borrowing: Pros: Flexibility Skip underwriting Policy growth continues Avoid taxes or penalties Cons: Lower death benefit Compounding loan…

Let’s face it, nobody intentionally opts for the wrong path. Rather, we lack mechanisms that alert us when off course. To address this, I rely on two essential elements in my life: My Blueprint – The foundation aligning life decisions with my cause, purpose, values, passions, and skills. My Mastermind Squad (Green Squad) – Provides…

Chasing rates of return? It’s a waste. You can’t control an investment’s ROR, even with the most painstakingly precise underwriting. Instead, why not focus on principles you can control? Options Equity Leverage Protection Low volatility Tax efficiency Contractual cash flow Contractual guarantees And let’s not forget about the principles of: Action Growth Learning Teamwork Mentorship…

Why your daily routines may be holding you back and how to fix it. Routines allow us to incorporate small, consistent habits into our lives that, over time, can compound to yield extraordinary results. But here’s a reality check: We must ensure that our habits aren’t controlling us; rather, we should be in control of…

What’s the #1 thing that will protect you from get-rich-quick schemes? Principles. Here are 3 that will lead to a richer life: Patience: Vital for organic growth. Time: Invaluable for experiencing the compound effect. Consistent Action: Daily commitment turns philosophy into results. No magic product trumps these principles. No shiny object shortcuts success. Which timeless…

How does your mindset have the power to shape your financial success? Our beliefs drive our behaviors ultimately leading to where we end up in life. Here are 5 core beliefs I have about finance: I believe preserving capital and building additional streams of income leads to financial resilience. I believe I finance everything I…

Have you considered the risks of storing capital in a whole life insurance policy? Whole life insurance is my favorite asset for long-term capital protection and resilience. However, like any asset, it’s vital to understand the potential risks. Here are 3 common risks and how to mitigate them: 1. Set-up costs: • Whole life insurance…

Are you looking for a capital storage solution that preserves your wealth and gives you access to opportunities like real estate? I was too. 10+ years ago, where I kept my money prevented me from buying the real estate I wanted. I reflected on some key questions and made a change: Do I need access…

Have you ever stopped to consider what type of leader you are? With over 20 years of leadership experience, I’ve learned that self-reflection is key to improving leadership skills. Here are a few questions to ask yourself when reflecting on your leadership style: What values guide my leadership approach? How do I communicate with my…