In this week's episode, I discuss how to protect, what is for most people, their largest single asset, which is their home.

I address:
Why you need Homeowners Insurance
The different aspects of coverage
The best places to get it

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have any questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I discuss how to protect yourself from the number 1 cause of US personal bankruptcies, through insurance - specifically medical insurance.

I address:
Why you need to have it
The types of coverage plans
The 3-4 numbers to focus on when selecting a plan
The best places to get it

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have any questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I discuss the basics of insurance: What it's for, and what it's not for. When to have it, and when to.

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have any questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I discuss habits: What they are, the benefits of them in relation to building wealth, and some tips to enhance your money habits.

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have any questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I continue to discuss estate planning, specifically talking about 3 ways in which you can help your loved ones prepare for the loss of you.

If you want a copy of the contents to place in the "I Love You" Binder, send an email to [email protected], with the subject of BINDER, and you'll get a response with the contents.

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have any questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I continue to discuss estate planning, specifically talking about trust: what they are, how they are structure, and give some practical uses of them. 

There are a lot of different trusts. A long list can be found at:https://financiallysimple.com/common-types-of-trusts-list/

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have any questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I continue to discuss estate planning, specifically talking about selecting the agents (or people) to support your estate plan, and the qualities to look for.

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have any questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I continue to discuss estate planning, specifically how assets are transferred at death, and the order in which they are transferred.

I hope you find this episode helpful.  You can learn more at www.TrueWealth.Show

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

In this week's episode, I talk about estate planning - what it is, why you need to engage in it, and the 3 or 4 basic documents every estate plan should entail.I hope you find this episode helpful. 

You can learn more at www.TrueWealth.Show

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike

Welcome to 2024.  In this week's episode, I share the 4 steps to making meaningful change in any domain of your life.

As I mentioned, I have availability to add 5-7 new clients for those looking to intentionally build wealth and/or retire with confidence.  If you think we might be a good fit for you, enter your information at  truewealth.show/interested

If you have an questions or feedback, feel free to email them to [email protected]

Until next time... have a great day.   Thanks for listening ~ Mike