Resilience

What makes the origins of the U.S. both inspiring and imperfect? Take for example the founders. Flawed as they were, they were visionaries. They dared to conceive principles and ideals to build something extraordinary. More importantly, they courageously acted on them. Was this vision flawlessly implemented from the start? No. There were numerous inconsistencies between…

Ever found yourself questioning the value of paying for expert advice? Ever wondered if the cost is worth the benefit? I was reminded of this during a recent chat with one of my most trusted advisors. A trend he noticed got me thinking: ✨ Unlike many investors and small business owners he assists, I see…

2 proven points for resilience when life throws you curveballs. ⚾️ Epictetus, the ancient Stoic philosopher, once said, “Train my mind to adapt to any circumstance… In this way, if circumstances take you off script… you won’t be desperate for a new prompting.” Quite often, we save for or anticipate some arbitrary point in the…

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 well do you know your own Blueprint, and how can it make you more resilient? Understanding your Blueprint – your core purpose, cause, passions, values, skills – can have a profound impact on your ability to navigate life’s challenges. Consider these benefits: ✅ Clarity of purpose gives you direction: helping you stay focused on…

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…

Are you someone who thrives under pressure and comes out on top after life’s hurdles? I’ve come to realize that resilience is not only crucial in my personal life but also on my financial journey. Whole life insurance is my ultimate ally in becoming a resilient capital keeper: • Access liquidity without the hassle of…

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…

Why is capital preservation critical to long-term financial success? Not only to preserve capital but to have access to its value. Preserving capital is vital because it enables me: to have the resources to meet ongoing expenses to invest in future opportunities to handle unplanned events Without access to capital, I will struggle: to meet…

I love learning about Stoic Philosophy. Unfortunately, when I first got interested, I had difficulty figuring out where to start. Philosophy, in general, can be so academic. So, if you are trying to learn more about Stoic Philosophy, here’s the best way to get started: • Read This Book:  The Daily Stoic by Ryan Holiday…

  Why would I use a life insurance policy loan when I could use cash? Here’s why: 1. A cash withdraw (surrender) breaks the compound growth curve. You lose the opportunity to continue earning interest/dividends on the cash value surrendered. You have to replenish what you took at interest to get back on track. 2.…

How does a strong team make you more resilient? I’ve been on one team or another for most of my life. The best teams know their mission and core values and consist of teammates who: • know their role • hold the rest of their teammates accountable • pick each other up when need be You know…