I share the strategies I use to help high-net-worth clients create, grow, and protect wealth. Every Wednesday, you'll learn new ways to align your wealth with a life of time, freedom, and flexibility.
Let's Improve Your Cash Flow Confidence
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Hey Reader, Last week, I did a career day presentation for third graders. As I crafted my presentation, I kept reminding myself it needed to be as simple as possible. So, I decided I wanted to emphasize the importance of saving and the power of compounding. To illustrate compounding, I showed the value of a penny after doubling it every day for 30 days. It's easy to get oohs and ahhs when you start with a penny and end with over $5,000,000, but there's a crucial aspect of investing that adults overlook just as often as third graders...
In this post, I explained the easiest and most accurate way I've found to help clients figure out the numbers to use in their long-term cash flow plan.
Finally, the newsletter won't be going out the next two weeks since Christmas and New Years Day fall on Wednesday, but I want to say thank you for being a subscriber and following along, no matter how long you've been here. From my family to yours, Merry Christmas and Happy New Year! PS - If you...
That's what we do.
Still have questions? We have answersDisclaimer: This is for general educational and illustration purposes only. This should not be taken as individual investment, tax, or legal advice. Consult your legal, tax, and financial team before implementing any financial strategies for your specific circumstances. |
The Unrivaled Wealth Newsletter
I share the strategies I use to help high-net-worth clients create, grow, and protect wealth. Every Wednesday, you'll learn new ways to align your wealth with a life of time, freedom, and flexibility.
Hey Reader, After 8 years in the financial industry, I can confidently say that most people complete more financial tasks in December than the previous 11 months combined. That's why I'm including a free checklist to help you wrap up the most important financial considerations for the year. 2024 Year-End Financial Checklist This is also the time of year when most people get their finances in order and seek out a professional, so I want to share a quick story and some tips. People aren't happy...
Hey Reader, A few years ago, I started working with a client with ~$16mm in company stock. Don't get me wrong, that's a lot of money. But six months before that, it was worth over $50mm. The drastic change in his situation was the wake-up call he needed to create a plan. Our work together helped him avoid disaster and sparked my passion for equity planning. Here's how it all went down... Background He was a high-level executive with over 200,000 company shares and stock options. The two main...
Hey Reader, The stock market has created countless millionaires. Unfortunately, millions (probably billions) of dollars in wealth have been lost due to poor planning around concentrated stock positions. Today, I'll give you a framework you can use to feel confident when selling or holding your company stock. What are the facts? Since 1980, ~10% of all stocks have generated a return that beat the Russell 3000 index by 500% or more. That’s an investment that changes your family tree. But it’s...