Wealth-Building Made Simple

My guest appearance on the About Mansfield Podcast with Steve Cosio

• The effect on the energy business

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Most people think if you work really hard you should be able to generate wealth.  I know lots of very hardworking people that are struggling financially (that's most people).  I also know a ton of relatively "lazy" people who has lots of money abundantly flowing to them.  

The key to wealth-building isn't hard work...it's knowing and applying the formula!

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What is actually covered under my personal articles floater in my homeowners insurance policy? 

Susana Gibb and Phillip Washington, Jr. discuss some interesting (to say the least) stories of clients losing very precious personal valuables to help explain what's covered and what is not under that part of your policy.  

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If you're building wealth and growing your income, there comes a point in time where you realize it no longer makes sense to be your own tax adviser.  

That time is different for everyone.  Alison Reiff-Martin, CPA and Phillip Washington, Jr. discuss when they feel they right time is for a wealth-builder to hire a tax professional.  

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If you have ever went through the process of getting a mortgage then you are probably familiar with the term CD.  The first time I went the process of getting a mortgage it took me (Phillip) a couple times of hearing it to get the courage to ask, what does that mean and what the purpose of that document? 

On this episode Jason Grimes and I discuss the ins and outs of the closing disclosure and its importance.  

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Buying a home can be overwhelming.  However, buying the home is the easy part when compared to maintaining a home. There are so many things and costs you have to keep up with.  

Robert Lewis and Phillip Washington, Jr. discuss how buying a home warranty helps make the home maintenance process a whole lot more simple.  

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Children of aging parents are more and more shouldering their parents financial burden as medical bills and other unforeseen expenses their parents can't afford are getting more and more expensive.  

Every mentally healthy child wants their parents to live a great quality of life in their later years and feel compelled to help their parents.  

Jon Thurmond and Phillip Washington, Jr. discuss how life insurance helps refill the financial bucket for the children who gladly shoulder that burden for their parents who sacrificed so much to allow them to be in position to be a blessing for their parents.  

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You can acquire all the investing knowledge on the planet and still never build any real wealth without the proper mindset that must be present in order to create and manage long term wealth.

This is the first episode in a series of episodes around what's required to create the "Wealth-Building Mindset".

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If you are a golfer (or ever been golfing with golfers), then you know that drinking alcohol and driving a golf cart go together like hamburgers and french fries. 

What you may not know is, you might not be covered under your auto insurance policy when driving that rented (or owned) golf cart.

Susan Gibb and Phillip Washington, Jr. discuss this in detail on this episode.

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Once you get to retirement, there's not much you can do lower your taxes.  You have to approach this problem with foresight and plan in advance.  Alison Reiff-Martin, CPA and Phillip Washington, Jr. discuss 4 planning ideas you can begin implementing now to put you in a potentially lower tax bracket in retirement.  

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