How To Budget Money Effectively [And Save a TON of Cash]

Did you know budgeting can cost you up to $1,000 or more each month? If you don’t, then you need to see my latest video.

The 3 Cash-Flow Secrets in How To Budget Money Effectively [AND Save a TON of Cash] will show you how you’ve been using your budget all wrong.

You’ll also learn how those interest rates you “think” you’re paying aren’t quite what you thought they were. Brace yourself…

Is Your Story Stopping Your Prosperity?

Is Your Story Stopping Your Prosperity?

Why don’t we achieve many of the things we want in our life? It’s often because of the story we’re telling ourselves. Our story. Your wonderful subconscious mind works 24/7 on assignments you give it throughout the day. What assignments? Your subconscious continues working on whatever you concentrate on during your conscious hours. It also… Continue Reading

How To Pay Off Debt Faster [AND Build A Stockpile Of Cash At The Same Time]

If you’re new to our “way of financial thinking” you need to see this video. If you’re a SMARTEST Wealth Veteran… then this will help provide you with a refresher of why you’re doing what you’re doing. How to pay off debt faster – build a STOCKPILE OF CASH – and SAVE THOUSANDS OF DOLLARS… Continue Reading

The Private Family Banking Legacy Strategy

The Private Family Banking Legacy Strategy

Creating a Generational Wealth System   What is a Private Family Bank? If you don’t know what a Private Family Bank is, you need to read The Banker’s Secret to Permanent Family Wealth. It will explain WHAT a Private Family Bank is, HOW it works, and WHY it is the best wealth accumulation and deployment… Continue Reading

Why We Recommend Private Equity Real Estate Funds

Why We Recommend Private Equity Real Estate Funds

With U.S. equity markets at historical highs and many bonds offering minuscule returns, where can high-net-worth investors turn for income, particularly as so many move into retirement? Investing in U.S and global real estate previously meant investing in the actual properties—a prospect mostly available to institutional and accredited investors. Today, the asset class is becoming… Continue Reading

Who should pay for college…your child or you?

Who should pay for college…your child or you?

You’re aging. You can’t stop that…well…unless you die. But, let’s say you live. Who will house and feed you when you get older and don’t want to, or can’t, work to support yourself? I was recently on a training webinar for Private Family Banking, and a story was told about a couple whose children were… Continue Reading

5 Non-Optional Steps to Gen-X Money Success

5 Non-Optional Steps to Gen-X Money Success

Generation X is the current “Squeeze” generation. You may have children in or about to go into college. You may have parents who need or will soon need your physical and perhaps financial help. And, oh yeah, you have your own hopes and dreams. All these demands will take money…your money. And, if that wasn’t… Continue Reading

Boomers could crush the stock market, because…

Boomers could crush the stock market, because…

Millions of Baby Boomers are retiring every year, and as they start taking funds from their retirement accounts, they’re forced to sell stocks to withdraw cash. Basic economics tells us that, as the supply of stocks for sale on the markets increases, share prices are pressured downward. Supply and demand. As supply increases, with fixed… Continue Reading

Your Financial Fighter Plane

Your Financial Fighter Plane

It was bright and sunny this morning, with temps in the low 90s, when Lois and I walked out our front door for our regular 2.5-mile morning walk. A typical Arizona summer morning. We walk a route through our palm-lined neighborhood, which gets us within about a mile and a half of the Luke Air… Continue Reading