wealth

Have you ever faced self-doubt when confronted with a life-altering opportunity? Marcus Aurelius, upon learning of his planned adoption by Antoninus Pius and succession to the throne, was initially overwhelmed with uncertainty. However, a symbolic dream the night before his coronation in 161 A.D. instilled in him a sense of strength and potential he hadn’t…

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…

What are some of the biggest challenges you face when making asset purchase decisions? As a real estate investor, using a decision-making framework has helped me navigate numerous investment opportunities. Here’s how I set mine up: 1. I start with the core principles of: Risk mitigation Access to liquidity The amount of control I have…

Why does where you store money matter more than picking great investments? I’d be much better off had I known the answer 20 years ago. I would have: Kept more of what I earned Had alternate financing sources Been ready for more opportunities I would have been more resilient. How much thought do you put into…

  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.…