Jonathan Krueger is the co-founder of LionsGate Advisors and the host of Living a Richer Life by Design. Since the year 2000, he has invested in the personal finance industry and has held several executive management positions throughout his career. Jonathan takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.

 As a business owner, Jonathan understands the importance of combining the concept, effort, and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer, and social capital.

Listen in as they discuss:

• Wealth management
• How to live a richer lifestyle design
• Knowledge transfer components
• How to navigate and help people with difficult conversations
• Human capital versus intellectual capital
• Worst advice heard or seen given in wealth management

Jonathan also shares his perspective on what he believes success is and more.

TIP OF THE WEEK

Mark: My tip of the week is learn more about Jonathan Krueger and how he can make you even wealthier, go to lionsgateadvisors.com and check out the Podcast Living A Richer Life By Design.

Scott: Check out donut.app; go there, connect your bank account and look for a spare change and buy a bitcoin.

Jonathan: There are three things: One, most wealth is accumulated through Real Estate or Passive Real Estate; another is looking out for alternative investments with waste stage venture capital and another is an actual life insurance. Those are the ways to create wealth. Second, if you running a business, Mike Michalowicz's book The Profit First. It helps us navigate change in economic cycles. Third, David McKnight wrote a book called The Power of Zero, it's more of the IOUs that are pushed out especially that we have a country that pays for it. If you haven't read the book I highly recommended it.

Isn’t it time to create passive income so you can work where you want, when you want and with whomever you want?