The First $10,000: Your Financial Plateau That Transforms Everything
Reaching your first $10,000 in savings transforms your financial and emotional life. Learn why this plateau matters, what the stats say, and how to start building toward it.
Financial Planning
Secure Your Story: Smart Estate Planning Moves for a Lasting Legacy
Estate planning is an act of love, responsibility, and empowerment. Don’t wait until it feels “too late.” Take the first step today – even a basic plan is better than no plan at all. Your loved ones will thank you for it.
Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings– Jake Thompson
Main Idea / Thesis: Jake Thompson argues that life insurance, particularly Whole Life Insurance, is an underrated tool for building… Read More »Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings– Jake Thompson
Look Before You LIRP: Why All Life Insurance Retirement Plans Are Not Created Equal, and How to Find the Right One for You – David McKnight
Main Idea / Thesis: David McKnight’s Look Before You LIRP is a follow-up to The Power of Zero, offering a… Read More »Look Before You LIRP: Why All Life Insurance Retirement Plans Are Not Created Equal, and How to Find the Right One for You – David McKnight
Tax-Free Retirement – Summary, Key Learnings, and Action Steps
Main Idea / Thesis Patrick Kelly’s Tax-Free Retirement challenges the conventional approach to retirement planning, warning that tax-deferred accounts (401(k)s,… Read More »Tax-Free Retirement – Summary, Key Learnings, and Action Steps