investments

Here’s the #1 piece of advice I’d give my 20-year-old self to lead a fulfilled and purposeful life. Discover what truly matters to you and forge your own path. I call it Blueprint. By deeply understanding what resonates with your core, you gain: Clarity Confidence Empowerment Never settle for “this is the way it has…

Do you have this limiting belief? Buying a house is a lifetime commitment to one place. This misconception could be a self-imposed barrier to your growth and freedom. From my own experience: Over 20 years in the military taught me the value of adaptability – I’ve lived in various locations. I’ve invested in real estate…

3 Essential Ingredients You Can’t Afford to Ignore in Your Plan Life rarely follows the script we set. A resilient plan should include contingencies for: Adaptability Flexibility Learning A more resilient approach is: Fluid Adaptable Ready for anything Because one thing is for sure. Plans will be disrupted by the unexpected. Does your financial strategy…

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…

Sick of following the herd? Focus on resilient capital keeping. Here are 3 guiding principles to step forward: Don’t be afraid to break from the herd. Focus on keeping more of what you earn. Seek access to alternative financing options. Which of these principles resonates the most with you? Feeling daunted by big leaps? Remember,…

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…

Ever wondered if there’s more to creating our own luck than just waiting for good fortune? Here’s an idea – focus on timely and meaningful actions, and you might find yourself not needing luck as much. This thought was sparked by a quote from Roman Emperor Marcus Aurelius: “You say, good fortune used to meet…

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…

What happens when a group of highly-driven real estate investor veterans (active duty and previously served) gathers together every Saturday morning for 3.5 years? The answer is simple: they start a game-changing podcast you won’t want to miss! Introducing Green Squad Chats. You can find us here: YouTube; Spotify; iHeart. And it will soon be available…

Can Whole Life Insurance really be a key strategy for storing capital? I’ve been doing it myself and helping others for 10 years. Once you have a policy in place, the process is simple: Consistent payment of premiums Refrain from surrendering the policy Avoid lapsing the policy with proper care Benefits: Preserve every premium dollar…

I’ve spent 11 years of my parenting journey grappling with this lesson: “You can’t quit something until it’s over.” That’s the lesson I learned when I was a kid, and I recently realized it’s how I was teaching my kids. But, I have had a shift in perspective. I don’t want my kids to think they have…

6 Financial Asset Principles I Wish I Focused On 20 Years Ago If I could go back in time, I would immediately focus on these six principles of financial assets. (I would have kept much more of what I earned if I did). 1. Risk Specifically, I would ask about two aspects of risk when choosing…