The Money Advantage® Podcast | Infinite Banking Concept & Family Banking

https://www.youtube.com/watch?v=I1_GwiJtM20

To navigate your insurance decisions, you must weigh the costs and opportunity costs of each option.  While some choose to self-insure as a solution to reduce insurance costs, there are additional costs hidden beneath the surface that you need to be aware of.Insurance is fairly polarizing.  Chances are, you either love it or you hate it.  And for most, it all boils down to cost.If you’re in the maximum-insurance-for-all-time camp, you want as much protection as you can get.  You see no expiration on your desire to be insured, and you have no problem paying for it.

However, if you lean towards just-the-minimums-ma’am, you begrudgingly pay for just what’s legally required.  You would rather do anything else with your money.

Where Insurance Fits into Your Whole Personal Economy

Let’s zoom out for a moment to remember where and why insurance fits into your Cash Flow System.

Your foundation starts with keeping more of the money you make.  Second, you protect what you’ve built.  Finally, you increase your income to create time and money freedom and expand your legacy.

Insurance fits in the protection stage.  With it, your livelihood is no longer at risk, but secure, regardless of the life circumstances you face.

Your protection is like a roof on your financial house.  When the shingles are sufficient and cover the whole house, it keeps storms outside your house, preventing them from getting inside and destroying your belongings.  Similarly, when you have adequate insurance protection, your income and assets you’ve built are safe from financial storms that may occur in your life.

Everyone Wants Insurance

Let’s address one misconception so we can start off on the same page.  The truth is that everyone wants insurance and as much of it as they can get.

Why?

If it were free, how much would you get?

You and just about everyone else would want it all. I think the lines would be even longer than the ones camped outside a new Chick-fil-A grand opening that give the first 100 a year of free chicken sandwich meals.

Now, we all know that we can’t get something for nothing.  No insurance company would agree to that arrangement, because it’s unsustainable. They’d always lose money, go out of business, and that would put you right back in the same position of having no insurance.

Because there’s a cost to transfer risk, you now have to decide if it’s worth it to you.

Perception of Cost vs. Reality

On the surface, it appears there’s a positive correlation between ...

https://www.youtube.com/watch?v=wjn9RKUxCwE

Content marketing is a powerful tool to reach your future customers before they choose to do business with you. We brought Maggie Patterson on our podcast because she specializes in making content marketing simple.If you’ve been in business for 20 years or 15 minutes, you’ve realized that one of the primary levers of success is having customers.With people to see, you can find out what works best, make money, fine-tune, and scale.But without them, you’re dying a slow and painful death that eventually takes you out of business.

So how do you attract and convert happy clients quickly, simply, and sustainably?  For many businesses, it starts with building a relationship with potential clients before they buy from you through content marketing.

Where Investing in Your Business Fits into the Cash Flow System

We love Entrepreneurship.  Business owners emphasize and focus on cash flow over accumulation.

In the Cash Flow System, you first increase cash flow by keeping more of the money you make.  Then you protect your money.  Finally, you increase and make more.

Entrepreneurship is part of Investing in stage 3.  Building a cash-flowing asset portfolio of real estate and business accelerates time and money freedom.

Why Content Marketing?

We want to help you build a life and business you love.  One way we do that is to give you tools and resources to help you scale into a self-sustaining business.  Sometimes, those resources are outside our area of expertise.

Wherever you are now on the spectrum from a solo operation where all business depends on you, to having a team working from their unique abilities to support you, you have the opportunity to grow.

You may be in real estate, the medical profession, a law practice, construction or consulting.  Regardless, you can provide education-based content to attract, nurture, and convert strangers into satisfied, happy clients.

Through content, you can meet your potential clients where they are.  When you answer their questions, you establish yourself as the solution for when they’re ready to make a purchase decision. It gives them the ability to get to know you, find out if they like you, and decide whether to work with you.

Clearing the Content Marketing Hurdles

If you’re providing educational content at any level to potential clients, you may be familiar with funnels, traffic, conversion, and ads.  You may be using or desire to provide education through your website, emails, your LinkedIn profile, articles, blogs, video, podcasting, books, or landing pages.

All of this communication requires words that you write or speak, and that your potential customers receive.

Your goal is to use those words create a congruent story.  In doing so, you want to convert someone who doesn’t know you at all into a paying client.

Once you decide to create content, it’s easy to become overwhelmed.

Messaging takes time to create.  It needs to be congruent.  It must answer the questions that are top of mind to your potential clients.  And it requires technology to support the moving parts.

https://www.youtube.com/watch?v=wjn9RKUxCwE

Content marketing is a powerful tool to reach your future customers before they choose to do business with you. We brought Maggie Patterson on our podcast because she specializes in making content marketing simple.If you’ve been in business for 20 years or 15 minutes, you’ve realized that one of the primary levers of success is having customers.With people to see, you can find out what works best, make money, fine-tune, and scale.But without them, you’re dying a slow and painful death that eventually takes you out of business.

So how do you attract and convert happy clients quickly, simply, and sustainably?  For many businesses, it starts with building a relationship with potential clients before they buy from you through content marketing.

Where Investing in Your Business Fits into the Cash Flow System

We love Entrepreneurship.  Business owners emphasize and focus on cash flow over accumulation.

In the Cash Flow System, you first increase cash flow by keeping more of the money you make.  Then you protect your money.  Finally, you increase and make more.

Entrepreneurship is part of Investing in stage 3.  Building a cash-flowing asset portfolio of real estate and business accelerates time and money freedom.

Why Content Marketing?

We want to help you build a life and business you love.  One way we do that is to give you tools and resources to help you scale into a self-sustaining business.  Sometimes, those resources are outside our area of expertise.

Wherever you are now on the spectrum from a solo operation where all business depends on you, to having a team working from their unique abilities to support you, you have the opportunity to grow.

You may be in real estate, the medical profession, a law practice, construction or consulting.  Regardless, you can provide education-based content to attract, nurture, and convert strangers into satisfied, happy clients.

Through content, you can meet your potential clients where they are.  When you answer their questions, you establish yourself as the solution for when they’re ready to make a purchase decision. It gives them the ability to get to know you, find out if they like you, and decide whether to work with you.

Clearing the Content Marketing Hurdles

If you’re providing educational content at any level to potential clients, you may be familiar with funnels, traffic, conversion, and ads.  You may be using or desire to provide education through your website, emails, your LinkedIn profile, articles, blogs, video, podcasting, books, or landing pages.

All of this communication requires words that you write or speak, and that your potential customers receive.

Your goal is to use those words create a congruent story.  In doing so, you want to convert someone who doesn’t know you at all into a paying client.

Once you decide to create content, it’s easy to become overwhelmed.

Messaging takes time to create.  It needs to be congruent.  It must answer the questions that are top of mind to your potential clients.  And it requires technology to support the moving parts.

https://www.youtube.com/watch?v=zMY8I8FxEJ4

Insurance is about more than protecting your stuff. It’s about protecting your human life value.Often, you need insurance ranks pretty close on the motivation list with you need to change the oil in your car.Here’s the filtering mechanism your brain goes through when you hear it:  Not that pressing.  Things are going fine without it.  Why be inconvenienced to handle this non-urgent matter?  Not that relevant.  Out of sight, out of mind.  Dismiss.

Right?

But what if I told you that the reason to change your oil in your car was not about your car at all?  Changing your oil protects you, your peace of mind, and your ability to create value.

Where Insurance Fits into Your Whole Personal Economy

Let’s zoom out for a moment to remember where and why insurance fits into your Cash Flow System.

Your foundation starts with keeping more of the money you make.  Second, you protect what you’ve built.  Finally, you increase your income to create time and money freedom and expand your legacy.

Insurance fits in the protection stage.  With it, your livelihood is no longer at risk, but secure, regardless of the life circumstances you face.

Your protection is like a roof on your financial house.  When the shingles are sufficient and cover the whole house, it keeps storms outside your house, preventing them from getting inside and destroying your belongings.  Similarly, when you have adequate insurance protection, your income and assets you’ve built are safe from financial storms that may occur in your life.

Without changing your oil, you run the risk of thousands of dollars of irreparable damage that can be done when a car runs out of oil.  Your nightmare of needing to replace a car fast is now upon you.  While buying a new car should be fun and exciting, you now have to spend hours searching for the right vehicle just to bring your life back into equilibrium and normalcy.  Basic transportation in your everyday life that was easy before now becomes a complicated algorithm of managing other people’s availabilities to find out how they can help you get from point A to point B.

This seemingly menial task of preventative maintenance is now all-important.  It’s not really about the car, but about protecting your peace of mind, and saving yourself the worry and frustration.

Similarly, insurance is about more than just protecting your stuff.  It’s about protecting you.

An Optimized Personal Economy

Let’s take a moment to zoom out and look at the big picture of your financial life.

In a well-functioning personal economy, you start from a mindset of abundance.

Next, you protect what you earn through insurance and legal planning to solidify the foundation.

Then you optimize your efficiency and minimize the leaks and losses that have money flowing out of your control.

As you increase your

https://www.youtube.com/watch?v=zMY8I8FxEJ4

Insurance is about more than protecting your stuff. It’s about protecting your human life value.Often, your life insurance needs rank pretty close on the motivation list with you need to change the oil in your car.Here’s the filtering mechanism your brain goes through when you hear it:  Not that pressing.  Things are going fine without it.  Why be inconvenienced to handle this non-urgent matter?  Not that relevant.  Out of sight, out of mind.  Dismiss.

Right?

But what if I told you that the reason to change your oil in your car was not about your car at all?  Changing your oil protects you, your peace of mind, and your ability to create value.

Table of contentsWhere Insurance Fits in Your Personal EconomyLast TimeReasons You Want Insurance#4) You Are Worth ProtectingWhat is Human Life Value (HLV)? How is Human Life Value Calculated For Life Insurance?An ExampleHuman Life Value Represents Your Ability to ProduceInsurance Protects Your Ability to Produce#5) Peace of Mind Allows You to Produce MoreHow Is Human Life Value Calculated?Expanding Human Life ValueYour Mindset Determines What You ProduceYour Human Life Value Never Ends#6) Protection Builds a Solid Foundation in Your Personal Economy#7) Insurance Ensures No One Life Event Can Make You PoorIn ConclusionTake Action to Protect Your HLVHere’s What You Can Expect NextThe Whole Series on Insurance ProtectionCreate Your Time and Money Freedom

Where Insurance Fits in Your Personal Economy

Let’s zoom out for a moment to remember where and why life insurance policies fit into your Cash Flow System.

Your foundation starts with keeping more of the money you make.  Second, you protect what you’ve built.  Finally, you increase your income to create time and money freedom and expand your legacy.

A Life insurance policy fits in the protection stage.  With it, your livelihood is no longer at risk, but secure, regardless of the life circumstances you face.

Your protection is like a roof on your financial house.  When the shingles are sufficient and cover the whole house, it keeps storms outside your house, preventing them from getting inside and destroying your belongings.  Similarly, when you have adequate insurance protection, your income and assets you’ve built are safe from financial storms that may occur in your life.

Without changing your oil, you run the risk of thousands of dollars of irreparable damage that can be done when a car runs out of oil.  Your nightmare of needing to replace a car fast is now upon you.  While buying a new car should be fun and exciting, you now have to spend hours searching for the right vehicle just to bring your life back into equilibrium and normalcy.  Basic transportation in your everyday life that was easy before now becomes a complicated algorithm of managing other people’s availabilities to find out how they can help you get from point A to point B.

This seemingly menial task of preventative maintenance is now all-important.  It’s not really about the car, but about protecting your peace of mind, and saving yourself the worry and frustration.

Similarly, insurance is about more than just protecting your stuff.  It’s about protecting you.

Last Time

In Why You Want Insurance Part 1 – Insurance Transfers Risk, we covered the first three of 11 reasons why you want insurance and discussed what insurance does.

When you don’t feel like you need insurance is the best time to secure it because when you do need it, you’ll wish you had as much as you could get.

Reasons You Want Insurance

#4) You Are Worth Protecting

Have you ever asked yourself, what is the most important thing that I have?

Money?  It could vanish tomorrow.  Health? Time?  Relationships?  Happiness? Purpose?  You’re getting closer.

Your most valuable asset is you.

You are the source of everything you create. You are the producer of all of your other assets: your home,

https://www.youtube.com/watch?v=iwgFlTbFI7Y

Rick Randall says that estate planning that works is not the norm, but it does not have to be that way. The goal of estate planning is to dictate how you will transfer the baton of your life’s wealth and wisdom to generations after you.  With it, you ensure your legacy will live on, beyond you, rather than dissolving at your death.Estate planning that works gives you the ability to control, preserve and protect the wealth you’ve created when you’re no longer able to.

Love, Money, and Control says it like this:

With proper planning, you can control your financial and personal affairs while you are well and competent and leave instructions for how your affairs should be managed – in essence, still maintaining control – if you become physically or mentally disabled. Love, Money, and Control

With estate planning, you set plans in motion today to take care of the things that are most important to you, like your children, your health, and your money.

It is the most efficient way to transfer wealth with minimal loss and ensure your assets aren’t tied up in probate and chiseled away by taxes.

Where Estate Planning Fits into Your Cashflow Creation System

Encircling your family and assets with a bulletproof estate plan will maximize your peace of mind.  But it’s just one small step of a greater journey of building time and money freedom.  

That’s why we’ve put together the 3-step Entrepreneur’s Cash Flow System.  

The first step is keeping more of the money you make.  This includes tax planning, debt restructuring, cash flow awareness, and restructuring your savings so you can access it as an emergency/opportunity fund.  This step frees up and increases your cash flow, so you have more to save, and consequently, more to invest.

Then, you’ll protect your money with savings, insurance and legal protection.  This is where estate planning fits in.  You’ll know that no matter what happens to you, your wishes will be carried out, your assets will remain intact, and your wisdom will empower generations after you. 

Finally, you’ll put your money to work and get it to make more by investing in cash-flowing assets to build time and money freedom and leave a rich legacy.

The Overwhelming Majority of People Don’t Get What They Wanted

Overall, estate planning is a critical part of planning for the end of your life.  It ensures what you want to happen will happen.

There are countless compelling reasons to do estate planning.

Yet, with all the reasons to plan, only about 30% of Americans have an estate plan in place.

That's because it’s one of those things that’s easier not to do.

Firstly, it’s uncomfortable and distressing to think about the end of your life.

Secondly, we all know “that family” that fell apart because of an inheritance.  Wealth transfer is often fraught with turmoil and conflict, and we don’t want that to happen to us.  We’d rather ignore our dysfunction than confront it head-...

https://www.youtube.com/watch?v=iwgFlTbFI7Y

Rick Randall says that estate planning that works is not the norm, but it does not have to be that way. The goal of estate planning is to dictate how you will transfer the baton of your life’s wealth and wisdom to generations after you.  With it, you ensure your legacy will live on, beyond you, rather than dissolving at your death.Estate planning that works gives you the ability to control, preserve and protect the wealth you’ve created when you’re no longer able to.

Love, Money, and Control says it like this:

With proper planning, you can control your financial and personal affairs while you are well and competent and leave instructions for how your affairs should be managed – in essence, still maintaining control – if you become physically or mentally disabled.

Love, Money, and Control

With estate planning, you set plans in motion today to take care of the things that are most important to you, like your children, your health, and your money.

It is the most efficient way to transfer wealth with minimal loss and ensure your assets aren’t tied up in probate and chiseled away by taxes.

Where Estate Planning Fits into Your Cashflow Creation System

Encircling your family and assets with a bulletproof estate plan will maximize your peace of mind.  But it’s just one small step of a greater journey of building time and money freedom.  

That’s why we’ve put together the 3-step Entrepreneur’s Cash Flow System.  

The first step is keeping more of the money you make.  This includes tax planning, debt restructuring, cash flow awareness, and restructuring your savings so you can access it as an emergency/opportunity fund.  This step frees up and increases your cash flow, so you have more to save, and consequently, more to invest.

Then, you’ll protect your money with savings, insurance and legal protection.  This is where estate planning fits in.  You’ll know that no matter what happens to you, your wishes will be carried out, your assets will remain intact, and your wisdom will empower generations after you. 

Finally, you’ll put your money to work and get it to make more by investing in cash-flowing assets to build time and money freedom and leave a rich legacy.

The Overwhelming Majority of People Don’t Get What They Wanted

Overall, estate planning is a critical part of planning for the end of your life.  It ensures what you want to happen will happen.

There are countless compelling reasons to do estate planning.

Yet, with all the reasons to plan, only about 30% of Americans have an estate plan in place.

That's because it’s one of those things that’s easier not to do.

Firstly, it’s uncomfortable and distressing to think about the end of your life.

Secondly, we all know “that family” that fell apart because of an inheritance.  Wealth transfer is often fraught with turmoil and conflict, and we don’t want that to happen to us.  We’d rather ignore our dysfunction than confront it head-on.  Often the family dynamics invite a tension and disagreement about how the money will change hands, who will receive what, and how decisions will be made.

If you don't put your own estate plan in place, your state will give you one by default, and it won't be what you want.

Of those who do plan, many of those estate plans have very little chance of working.

Your Most Important Estate Planning Questions Answered

We brought Rick Randall, Founder of Randall Gentry & Pike, and Chairman and CEO of the National Network of Estate Planning Attorneys, onto the show to tell you why most estate plans don’t work, what to do instead, and to answer:

Why should I do estate planning?

Who is estate planning for?

How do I make sure my estate plan will work?

What will make my estate plan of the greatest value to me and generations after me?

What is estate planning that works?

An Innovative Estate Planning Leader

https://www.youtube.com/watch?v=sHtxT74llfU

Throughout civilization, people have created tools to transfer risk, protecting themselves from negative circumstances.  This is the core function of insurance: to transfer risk.  It’s what makes insurance not only something you want but something to love.However, many people have a misguided and negative view of insurance, being inadequately insured or uninsured altogether.  As a result, they live with more worry, fear, and doubt because of the possibility of loss.  Consequently, they limit their potential.Let’s open up the dialogue and approach the topic from an abundance perspective, to learn why the wealthy value protection, and why you should too.

Spoiler alert: it’s because the benefits of protection extend far beyond the coverage itself.

Where Transferring Risk Fits into Your Whole Personal Economy

Let’s zoom out for a moment to remember where and why insurance fits into your Cash Flow System.

Your foundation starts with keeping more of the money you make.  Second, you protect what you’ve built.  Finally, you increase your income to create time and money freedom and expand your legacy.

Insurance fits in the protection stage.  With it, your livelihood is no longer at risk, but secure, regardless of the life circumstances you face.

Your protection is like a roof on your financial house.  When the shingles are sufficient and cover the whole house, it keeps storms outside your house, preventing them from getting inside and destroying your belongings.  Similarly, when you have adequate insurance protection, your income and assets you’ve built are safe from financial storms that may occur in your life.

In this series, we’ll show you the 11 reasons why you want to protect your money, and answer:

* What does insurance do?* Why does it matter? * Why protect my money when I could just make more instead?* Is the cost worth it?* With limited resources, how do I prioritize paying for protection?* What protections are important and why?

Today, we’re exploring the topic of risk, our relationship to risk, and the ideal timeframe to transfer risk.

Why Most People Hate Insurance

Health insurance, auto insurance, disability insurance, life insurance, homeowner’s insurance, professional liability insurance, umbrella insurance, worker’s compensation, business overhead expense insurance, business owner’s insurance, long-term care insurance, gap insurance, key man insurance, critical illness.

Feel like you need a shower yet?

If you’re like most people, the thought of insurance brings up feelings of dread.  The desire to escape all the horrible things that could happen, along with their consequences has us succumbing to spending hundreds of dollars that we don’t want to spend.

Insurance seems like a labyrinth of confusion, where you pay exorbitant premiums, get nothing in return, and the insurance company always wins.

https://www.youtube.com/watch?v=sHtxT74llfU

Throughout civilization, people have created tools to transfer risk, protecting themselves from negative circumstances.  This is the core function of insurance: to transfer risk.  It’s what makes insurance not only something you want but something to love.However, many people have a misguided and negative view of insurance, being inadequately insured or uninsured altogether.  As a result, they live with more worry, fear, and doubt because of the possibility of loss.  Consequently, they limit their potential.Let’s open up the dialogue and approach the topic from an abundance perspective, to learn why the wealthy value protection, and why you should too.

Spoiler alert: it’s because the benefits of protection extend far beyond the coverage itself.

Table of contentsWhere Transferring Risk Fits into Your Whole Personal EconomyWhy Most People Hate InsuranceWhy We Love InsuranceReasons You Want Insurance#1) Protection Allows You to Transfer RiskWhat Types of Risk?Options in How to Approach RiskAccept RiskAvoid RiskMitigate RiskTransfer RiskThe History of Transferring Risk#2) Protection Creates Peace of MindPeace of Mind Is Linked to CertaintyLife Is Uncertain and FragileProtection Creates Financial CertaintyOur Personal Insurance Journey#3) The Best Time to Transfer Risk Is When There’s No Imminent RiskWhen You Need InsuranceFrom the Insurance Company’s PerspectiveWhen You Can Get InsuranceIn ConclusionTake ActionHere’s What You Can Expect NextThe Whole Series on Insurance ProtectionCreate Your Time and Money Freedom

Where Transferring Risk Fits into Your Whole Personal Economy

Let’s zoom out for a moment to remember where and why insurance fits into your Cash Flow System.

Your foundation starts with keeping more of the money you make.  Second, you protect what you’ve built.  Finally, you increase your income to create time and money freedom and expand your legacy.

Insurance fits in the protection stage.  With it, your livelihood is no longer at risk, but secure, regardless of the life circumstances you face.

Your protection is like a roof on your financial house.  When the shingles are sufficient and cover the whole house, it keeps storms outside your house, preventing them from getting inside and destroying your belongings.  Similarly, when you have adequate insurance protection, your income and assets you’ve built are safe from financial storms that may occur in your life.

In this series, we’ll show you the 11 reasons why you want to protect your money, and answer:

What does insurance do?Why does it matter? Why protect my money when I could just make more instead?Is the cost worth it?With limited resources, how do I prioritize paying for protection?What protections are important and why?

Today, we’re exploring the topic of risk, our relationship to risk, and the ideal timeframe to transfer risk.

Why Most People Hate Insurance

Health insurance, auto insurance, disability insurance, life insurance, homeowner’s insurance, professional liability insurance, umbrella insurance, worker’s compensation, business overhead expense insurance, business owner’s insurance, long-term care insurance, gap insurance, key man insurance, critical illness.

Feel like you need a shower yet?

If you’re like most people, the thought of insurance brings up feelings of dread.  The desire to escape all the horrible things that could happen, along with their consequences has us succumbing to spending hundreds of dollars that we don’t want to spend.

Insurance seems like a labyrinth of confusion, where you pay exorbitant premiums, get nothing in return, and the insurance company always wins.

Many weigh the risks and decide the event is unlikely enough that they forgo the insurance altogether.

Protection through insurance and legal planning is often seen as a necessary evil.  You want it, but it’s expensive and time-consuming,

https://www.youtube.com/watch?v=K3ViNmCBEaM

In this episode, we asked Richard C. Wilson, the CEO of the Family Office Club, to share his experience in coordinating the wealth teams of multimillionaire and billionaire families.

There’s a divergence between the investing strategies of the status quo and those of the ultra-successful.  The ultra-wealthy leverage a family office model so they can focus their efforts on what they do best.  Viewing wealth as a team sport allows you to stay focused and do what you love. Most people use common financial thinking.  This has them feeling out of control, losing money, hanging on for the ride, and hoping everything works out.Instead, the ultra-wealthy have a completely different set of rules.

There’s a divergence between the investing strategies of the status quo and those of the ultra-successful.  The ultra-wealthy leverage a family office model so they can focus their efforts on what they do best.  Viewing wealth as a team sport allows you to stay focused and do what you love. Most people use common financial thinking.  This has them feeling out of control, losing money, hanging on for the ride, and hoping everything works out.Instead, the ultra-wealthy have a completely different set of rules.

If you follow the status quo, you’ll get status quo results.

But if you want to create a life of wealth and freedom, learn from those who have created it.  And do what it takes to follow suit.

Where Investing Fits into the Cash Flow System

We love cash flow.  Cash flow today is the stepping stone for cash flow tomorrow.

In the Cash Flow System, you first increase cash flow by keeping more of the money you make.  Then you protect your money.  Finally, you increase and make more.

Investing is part of stage 3.  Building a cash-flowing asset portfolio of real estate and business accelerates time and money freedom.

Family Office: A Window into the Strategies of the Ultra-Wealthy

We’re making it easy because we’re bringing the financial world of the ultra-wealthy in close to give you the opportunity to see it for yourself.

Like studying something under a microscope, here’s your window into elite investing.  You'll have the opportunity to touch, feel, and explore it for yourself.

To achieve the extraordinary time and money freedom you desire, learn the way the wealthy think about investing.  Study their principles, their reasons, their goals, and their why.  Look through their lens and find out how they see the world differently.

Instead of honing your investing through blood, tears, and poor decisions, learn how to invest like the wealthy.

When you see what they are doing, you can model their decision-making.  This allows you to accelerate your wealth creation beyond the limits of what you thought was possible.

We’ll answer:

* How do the ultra-wealthy invest differently than anyone else?* How do they focus on what they know and can control?* Why the ultra-wealthy value liquidity?* How do the ultra-wealthy view diversification* What is the importance of a family mission, values, goals, objectives, and governance in their investing strategy?

From this conversation, you’ll gain insight on how to invest like the wealthy in your own life.