You weren’t put on this world to sit in an hour of traffic in order to slave away at a cubicle for 8 hours only to sit in another hour of traffic to get home to your family!
You’ve got bigger things to accomplish!
To use your talents in a way that gets you fired up, motivated and ready to take on the world.
Oh, I can hear you now. “Easy for you to say, Josh. But I’ve got a mortgage. I’ve got this to pay for. I’ve got that…”
Interesting. But how do you know it still can’t be done? Because some online tool? Because some ‘advisor’, who gets paid by managing YOUR money, says you need 8 times salary to retire? Because health care costs could bankrupt you?
Where is the evidence that these things are true???
Maybe, just maybe, it’s time for a different viewpoint, from someone who doesn’t get paid to sell you stuff. Maybe, just maybe, TODAY is the day to plan on living the life you were meant to.
Blessings to you!
Latest News & Updates
- It’s absolutely fine to borrow from your 401k, especially if you have expensive debt!
In the video below, we actual model the results of two scenarios:
1. Borrow $10k from the 401k to pay off $10k credit card.
2. Don’t borrow $10k from 401k to pay off $10k credit card.
We’ll call the guy inRetirement Income Planning is critical for soon-to-be and current retirees.
Because it is so important you MUST get as specific as you can for YOUR situation.
Need To Understand The Tax Code
This means not relying on rules of thumb. Or financial planning concepts that are somewhat dated. OrFolks, I can not even begin to tell you how many clients have said to me they have elaborate trusts set up and then when I ask them “what’s in that trust?” they stare at me with blank faces. It’s not their fault. It’s the fault of their financial professionals who neglected to tell them exactly
Folks, I realize financial planners get a somewhat deserved bad-rap. After all, many are truly little more than investment counselors claiming they are “financial advisors” or “financial planners”.
This ticks me off actually. Don’t hold yourself out as a “Financial Planner” if you’re only
Don't Rely On Your Employer For Life Insurance
When it comes to financial planning life insurance is one area that is often overlooked. I’ve asked many clients about their life insurance coverage only to be told dismissively, “I have it through work.”
“Really? What exactly do you