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Wealth Talks

Welcome to Wealth Talks where we talk about solutions, money, and other things that create wealth in your life
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Now displaying: January, 2019
Jan 30, 2019

Financial entertainers 🤑 will tell you that you need to “cut out your coffee” ☕️ to get out of debt, save for your future and become a millionaire!

Maybe that’s true for them, but is it true for you? BALANCE is key. Discover how to balance your financial life so you can save with sustainable guarantees, get out of debt and achieve your dreams without sacrificing your quality of life.

The basic recipe is simple. Your details are unique. Call us for assistance with your strategy to get out of debt and move beyond just “debt free” to “financial freedom”. 702-660-7000

Resources:

10-20-70 Cash Flow Balancing Worksheet - Download here

Prescription for Wealth ebook - Download here

Grandma’s Coffee Can - Order here

Jan 22, 2019

There’s a lot of “alphabet soup” 👀 surrounding HRAs (Health Reimbursement Arrangements), HSAs (Health Savings Accounts) and FSAs (Flexible Spending Accounts)…even people who are really smart managing money don’t always realize the potential of using these tools to save money.

When it comes to HRAs there’s a traditional 105 HRA and also the QSEHRA which provides great options for small business employers & employees. Now there are some new plans on the horizon for 2020 like the ICHRA and EBHRA.

Listen closely as special guest Jack Hooper from Take Command Health clears up the “alphabet soup” around all these tools so you can successfully navigate this part of your financial world and save more money than you ever thought possible.💰

Resource Links from Take Command Health:

Small Business HRA Strategy Guide - Blog

Impact of the New Proposed HRAs (ICHRA and EBHRA) - Blog

QSEHRAs for Small Business Owners - How to Start

Jan 15, 2019

You may remember the iconic character, Mr. Toad the motorcar fanatic 🚘, from Kenneth Grahame’s classic Wind in the Willows. What you may not know is how to recognize wild Mr. Toad rides in the financial world.

2 new Debt Bubbles have been growing since the subprime lending crisis around 2008. Combined there are over 10 trillion dollars and many Americans directly exposed. Now the Federal Reserve is raising interest rates - could this pop the bubbles? 📌💥

Don’t be caught by surprise. Listen for the details should know and how to protect yourself with a solid financial foundation.

Jan 8, 2019

Did you know Southwest Airlines made a profit every year while other airlines were struggling in a post 9/11 world? ✈️

Could war strategy books help you become a better money manager?  

Practical people know that truth in one area of life can often be reapplied to other areas of life with the same success. So can lessons from failure. When it comes to failure, it’s always better to learn from other people’s failure than from your own.

 

Resource Link: Facebook LIVE Jan 2019 - 6 Things You Need to Avoid Financially

Jan 1, 2019

Did you know that 2018 was the worst year in the US stock market since 2008?

 

Learn from 2018 and build a resilient toughness 💪 into your financial future for 2019 and beyond. Happy New Year!

 

Read more about the value of a Volatility Buffer in retirement here

 

Call 702-660-7000 for your personal strategy session.

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