Wealth
Whole Life Insurance – Episode 450
Do you believe that we get more, when we know more? How can we accumulate
February 15, 2022
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Category: Wealth
Wealth
Beyond Providing for Family – Episode 449
“Providing” especially for the family, goes way beyond the context of money. Kim and Spencer
February 8, 2022
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Wealth
Achieving Future Prosperity by Being Open to Change – Episode 448
Breakthroughs occur when people open their minds for change. What kind of future do you
February 1, 2022
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Personal Finance
Updating Your Will: One of Those Things That Requires Regular Attention
Years ago, a story surfaced in the news that sounded like something straight out of
November 26, 2021
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Wealth
If Not the Stock Market, Then What? Investments and Savings Opportunities.
“The individual investor should act consistently as an investor and not as a speculator.” Benjamin
October 22, 2021
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Wealth
What is Socialism? And Does Socialism Work?
In 2016, Democratic Socialist Bernie Sanders was the first political candidate in nearly 100 years
September 30, 2021
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Wealth
Disrupting Money: The Rise of Bitcoin and Cryptocurrencies
Disruptive technology has come to the financial world. Bitcoin and other digital currencies are reshaping
January 29, 2021
4 Comments
Wealth
The Path to Wealth: 7 Steps to Success in Business and Life
“Gratitude is not just for Thanksgiving.” – May McCarthy Kate Phillips, our friend from Total
November 12, 2020
1 Comment
Wealth
Busting the Real Estate Investing Lies Book
“Don’t put your money into something that doesn’t give you something in return.” —Kim Butler
October 29, 2020
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Wealth
Financial Maturity: 7 Stages of “Adulting” with Money
What does it mean to be an “adult” with money? What are the recognizable signs
September 11, 2020
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Wealth
The Self-Directed IRA: Pros, Cons and FAQs
During his presidential run, Mitt Romney came under scrutiny when it came to light that
July 31, 2020
3 Comments
Wealth
Wealth Habits: 12 Things Rich People Do
How do the wealthy get that way? What determines your level of wealth and success—is
July 10, 2020
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Wealth
Is Gold a Good Investment Now?
We get questions all the time about gold and other precious metals. Our clients want
May 29, 2020
2 Comments
Wealth
Bye-bye Stretch IRA: Uncle Sam Wants his Cut!
How the SECURE Act Impacts Inherited IRAs Last week, we published an article summarizing many
February 7, 2020
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Wealth
The Seven Deadly Investor’s Sins – Episode 325
Kim and Spencer talk about a white paper called, “The Seven Deadly Investor’s Sins.” They
September 24, 2019
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Wealth
The 4 Cornerstones of Generational Wealth
This article is adapted from Perpetual Wealth: How to Use “Family Financing” to Build Prosperity
July 12, 2019
6 Comments
Personal Finance
Early Retirement: The Pros and Cons of the FIRE Movement
“Retirement at sixty-five is ridiculous. When I was sixty-five I still had pimples.” — George
May 24, 2019
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Personal Finance
Secret Millionaires: Everyday People, Extraordinary Wealth
Last year, Sylvia Bloom left $6.24 million in her will to the Henry Street Settlement
May 10, 2019
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Wealth
Investing In Mineral Rights – Episode 301
This episode is all about mineral rights, how they cash flow and what to expect
April 2, 2019
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Wealth
Where to Invest in 2019 (Part 1)
“Successful investing involves doing a few things right and avoiding serious mistakes.”—John Bogle, 1929 to
January 18, 2019
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