The Truth About Indexed Universal Life: Why It’s Not Infinite Banking More and more insurance agents are claiming that Indexed Universal Life (IUL) policies are a tool for Infinite Banking. Let me set the record straight: that’s absolutely false. Not...
What Smart Investors Are Doing Right Now with Ana Kelly We are not in a normal market. If you’re investing based on what headlines say or what worked five years ago, you’re probably missing the mark and setting yourself up...
What Should You Be Doing With Your Money Right Now? If you’re feeling uncertain about where to put your money right now, you’re not alone. The economy’s got more twists than a soap opera rising inflation, political posturing, and a...
Why Average Returns Are Lying to You Have financial advisors and the entire financial industry been lying to you about your returns? The truth might shock you. Most people are told their investments should earn 10%, 12%, or even more...
From 401(k)s to Cash Flow: Why Roberto Left the Stock Market Behind For over two decades, Roberto Manzueta did everything “right.” He was a seasoned mechanical engineer, saving diligently in his 401(k), trusting the process, and believing that if he...
How to Cash More from Your Business (Even If the Banks Say No) As someone who talks about cashflow for a living, I’ve got to be honest cashflow in business is the oxygen that keeps everything alive. Whether you’re running...
Recession-Proofing Your Finances: How to Get Lean, Get Liquid, and Get Out It’s becoming more and more clear we’re headed straight into a recession. With economic reports confirming GDP declines and signs of a slowing market, it’s time to stop...
Can You Really Get Rich Quick with Real Estate? Here’s How Shiloh Lundahl Did It If you’ve listened to my podcast for any amount of time, you know I’ve often warned against the idea of “get rich quick.” Too often,...
Want to Quit Your Job? Here’s a Smarter Way to Own a Business (That Most People Miss) If you’re anything like me, you’ve probably wondered: “Is there a better way to get out of the 9-to-5 grind than starting a...
Why I’m Not Buying Stocks Right Now (And What You Should Consider Instead) Let’s get straight to it. If you’re wondering how much I have in the stock market right now I’ll save you the suspense. Zero. Zip. Nada. And...
The Secret to Wealth That Most Financial “Experts” Miss (And Why Bob Burg Gets It) You ever have one of those moments where you read something, and it just clicks? Years ago, before it hit the bestseller lists and sold...
Is Multifamily Still the Best Passive Income Play? Here’s What I’m Seeing Now… If you’re like me, you’re probably keeping a close eye on where the market’s heading. I mean, everyone and their dog has been saying multifamily real estate...
