whole life insurance

What happens when your default ‘player’ is the wrong one for the game? Here’s a lesson I learned. About three months ago, I faced an unavoidable interpersonal conflict. My initial instinct was to resolve the situation by restoring harmony-a huge part of my Blueprint. Upon reflection, I realized there were other players to consider: Assessment…

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…

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…

Challenge your perspective with these 7 powerful takeaways from ‘The Go-Giver.’ Over the past year, people have recommended this book to me more than any other. I finally read it, and here are my 7 key takeaways: 1. Rethinking Win-Win: The traditional idea of win-win sets up a dynamic of competition and tit-for-tat. Focus instead…

Want a richer life but not sure where to start? Here’s the #1 investment you can make. Yourself. When you invest in yourself, you unlock: Greater resilience—both personally and financially. Enhanced capability to create, innovate, and earn. The strength to elevate everyone in your circle. Remember, a richer life is about more than just numbers.…

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…

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’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…

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…