So we are the in midst of the Fiduciary Rule implementation or delay — either way it has been the talk of the industry for several months now only to recently hear about the potential uncertainty of its future altogether. All this talk has me thinking they are missing the big focus that should be in their (law makers) sights. What impact will this rule have on the success of investors and retirement plan participants? Will a reduction of fees close the savings gap? I have to laugh at the battles that our law makers are addressing while passing on the bigger issues that will actually help solve the true problems. That’s what this blog post is all about.
Do you have your own children? Grandchildren? Children you’re the guardian of? Or even just kids you can have a positive impact on? If so, that’s the purpose of this video. I point out some potential starting points for the kids in your life. For some people in the world, it’s too late but for all kids this is the time to capture their financial future. Getting them started today might be the best thing you can do in 2017!
As the end of year approaches and market indexes reach record-highs, now is as important of time to rebalance as ever. That’s what this video is all about. Stay on strategy and make sure you get you rebalanced before year-end and shortly after the start of 2017!
I have witnessed a lot of hole in ones. I have been fortunate to hit a few myself. This season I witnessed a few and found a very unique reason why people are hitting more hole in ones these days. That’s what this weeks post is all about and how it parallels key financial principles.
So I have been in pursuit of systems to streamline my business and increase the experience for my clients. I came across Infusionsoft nearly a year ago and didn’t integrate even 10% of it’s capabilities until I made an investment in SixthDivision. Together both of these are “game-changers” for my business and the experience for those we interact with. It also allows us to spend more time focused on our client’s dreams and progress. So…I challenge you with this – What things can you automate in your business and in your life to make it more efficient and/or increase the experience? Step one: Lay out the processes each day you go through and create a ‘playbook’ for them with the end in mind before connecting with technology like Infusionsoft. You’ll see your strategy start to shift when you see these new capabilities.
While watching some of the NCAA March Madness games I noticed some fascinating action that really gave me a strong take away I wanted to share. Specifically in the Northern Iowa vs. Texas A&M game. I’m not a big basketball guy but I get into the NCAA tourney with all the carnage that goes on with major upsets, change in leads, Cinderella stories, new heroes are born, heartbreak, and the list goes on of great stories that come out of the month of March! But this time it was like something I have never seen. A team destined for what looked like victory with only 35 seconds remaining and a 12 point lead. An 8 point lead with only 21 seconds left. It really was incredible. That’s what this video blog is all about.
Most of the time when we talk about this subject it revolves around Portillo’s and taking down an Italian beef, cheese fries and a chocolate cake shake (I’m sure many of you can relate). But today this is actually about maximizing the IRS contribution limits and the long term impact they can have towards your planning future.
Many of my clients are following this planning structure but many of you have not seen the long term impact of the path toward ‘maxing out’.
So…I’m a follower of Peter Diamandis and pay attention to the projects he’s constantly working on including Singularity University that he co-founded years ago. Their mission is to educate, inspire and empower leaders to apply exponential technologies to address humanity’s grand challenges. Remember my blog on the 95% retirement failure rate that American’s face today? Well…I created DreamNumber to address that grand challenge facing humanity today. Clearly at 95% failure there’s room for technology to make an improvement and show you exactly ‘How Much’, Save It, and Make Progress! I had to make this video to apply for their program in the Spring of 2016 because I want to get the ‘How Much’ information out in front of the entire population. We face BIG challenges ahead without this information. In this video I take you through my big vision and where my greatest passion lies with my work on DreamNumber! At least for today because I will be making progress with it tomorrow.
Several years ago I learned of the macro numbers surrounding the amount of Americans in financial success and failure. Since then I have done a ton of research surrounding this info and today they are perhaps more relevant than ever. Why are they that way? Well…that’s the point of this video.
In this video I breakdown the top three reasons supporting the success and failure. Guess what? It’s right in line with all the topics I have been discussing the last several weeks.
I hear this expression all the time and it makes me think — are people actually taking action when they say it?
It’s Time…it’s time… to start losing weight, to start eating right, to start going to church, to start having better relationships, to start living the life you want, to start taking those dream vacations, and the list never stops. Are you saying that? Are you saying that about your retirement planning progress?
Well…if you are, then you’ll enjoy this quick message. I show you why It’s Time to get your retirement progress in motion.