For True Freedom, Learn to Deal With Uncertainty
Almost 10 years ago, I knew a guy on a financial rocket ship. He had a great house, a successful business and a solid income.
But then things changed. With the benefit of hindsight, it was clear he bought a little too much house and spent a little too much money. At the beginning, he was rewarded for buying the house. Its value went up a lot in a short time. For context, imagine Florida, Arizona or Las Vegas in 2006-7. Houses were selling even before hitting the official market and for way more than the asking price. > SEE MORE
The BAM Alliance
The 10 Most Important Things to Help Ensure Your Family’s Wealth and Well-Being
Several lifetimes ago, when I was a newly minted wealth advisor, I would often begin planning conversations by listing all the many ways that comprehensive money management could help families find personal excellence in their busy lives. Fortunately for all concerned, I soon realized that, in my enthusiasm to impart everything there was to know, I was sharing too much information in too short a time for it to have lasting value. > SEE MORE
The BAM Alliance
The Top 5 Most Ridiculous Reasons Not To Buy Life Insurance (With Anthony Anderson)
Anthony Anderson is a funny dude. The Emmy-nominated actor has been making people laugh on television and in film for 20 years. But now he’s bringing his sense of humor to a surprisingly unfunny topic—the need for life insurance.
The big question I had for him was: Why? Why, with your career exploding and recent Emmy nomination (for lead actor in the show Black-ish), are you investing time and effort to be the spokesperson for Life Insurance Awareness Month? > SEE MORE