Globe Advisor’s Post

Don't wait to start sorting your parents' estate planning wishes. The sooner you get started, the more time you'll have to make sure their wishes are met. The Burns Haurin Group at Morgan Stanley can help you map out a plan, feel free to reach out and discuss how you can begin these conversations with your family. #EstatePlanning #FinanciaIAdvisor

Is your financial advisor a guide or a guillotine? If an advisor shows up to a first meeting with company propaganda, charts, graphs, a power point presentation, or the latest, greatest 10 pay IUL that just can't lose money, run......as far as you can. The latest version of the Plotnick 3000 isn't for everyone. Image is important. Is he/she a hustler always pushing product? Using a review meeting to always get you to buy? Only calls when there's a new product to tell you about? These are signs that you don't have an advisor. You have a sales person, out for your money. Not to better your future, or your situation. We at Plutus Financial Partners diagnose first. Then we prescribe the medicine, which is the concept or the idea, that solves the problem that you're having. As part of the current 5 week course in wealth planning, we were given the book in the photo so that we can improve how we're viewed, in addition to creating an image that fits the clients that we work with. Looking forward to digging into this one, so that I can be the best that I can be for my clients. I'm the Wealth Guardian. 😎 Minimizing your taxes, protecting your life, income and assets, so you can grow your wealth, live abundantly and with dignity. Ready to have your discovery meeting? Click book an appointment above and let's get on the calendar. Dm me with any questions. I'm here. --------------------------------------------------------------------------------- Most advisors start with a product to sell. We start with a person to serve. 💞 I'm a personal CFO of successful entrepreneurial attorneys and business owners. Your gonna love the way we work. We just know it. #franklyspeaking #financialplanning #protection #wealthbuilding #MPG #lawfirmavengers #wealthguardian

If you're scared to start, read this 👇 We are one of the fastest-growing investors. We have purchased more units in five years than most investors make in a lifetime. In fact, at the time we writing this… ✅ We have purchased over 240 multifamily units that generate passive income month after month. ✅ We've achieved this by using Other People's Money. We want to prove to you that this works, no matter how bad your situation may seem right now… 10 years ago, Dave was a firefighter when we first started dipping our toes into real estate investing. In his mind, there was only one thing... How was he going to become financially free, so we could spend as much time with our kids. One day, after learning about how to use Other People's Money to buy rental properties, the whole game changed. We took a calculated risk to try to build the kind of life that was OUR dream, and together we made it a reality. And now, we are blessed to spend our days teaching other people how they can make their dreams a reality too. If you’re ready to stand up to the people in your life who try to keep you in THEIR version of safety, security, and success, We want to show you how. Click the link below and work directly with us to build the financial future you’ve always dreamed about. If we can do it, so can you 😉 👉https://lnkd.in/g2uDGvv9

Over my tenure as the CEO of Carrick Wealth, one overarching principle has remained clear: The foundation of sustainable wealth-building lies in financial literacy. A well-informed individual can make empowering decisions, from deciphering intricate investment strategies to the basics of effective budgeting. When it comes to your own money, knowledge is more than power - it's a protective shield. Continuous education in finance is vital. While I always advocate for self-education and encourage everyone to deepen their understanding, I also recognise that the complexity of wealth management can be daunting. That's where we come in. At Carrick Wealth, our team of experts is equipped with the knowledge and expertise to navigate these complexities for you. While you enrich yourself with financial insights, remember that you don’t have to go it alone. We're here to manage, preserve, and grow your assets with the meticulous care they deserve. Wealth isn't just about accumulating assets, but having the assurance that they're managed with precision. #FinancialLiteracy #CarrickWealth #SustainableWealth #PartnerInProsperity

I wanted to clarify for those of you who may be wondering.... Stephen Sharpe and I became an ensemble this summer and are now under the name "Empennage Wealth Management". We are still with Northwestern Mutual but under a different business name. Check out our website below and click 'learn more" towards the bottom of the linked page. https://lnkd.in/gFdjRhnx

It’s a brand new year! Do you know what your net worth is? There are a lot of factors that go into the calculation of your net worth, and consulting a Wealth Advisor is the perfect way to get expert insight on your assets. For entrepreneurs, high net worth individuals, and anyone seeking a financial advisor or family office, knowing your numbers is the best way to make smart moves to maximize what you already have. Park City Wealth Advisors offers a well-rounded approach to making the most of your wealth. Working with industry leaders, we have everything it takes to help you be good stewards of existing and anticipated wealth. Building generational wealth starts here.

“The game of Monopoly is a real game” - Kevin Hart on Real Estate Investing. In the game of Monopoly, the goal is to acquire as many properties as possible to render the other participants bankrupt. When one acquires properties, it gives other players the opportunity to land on their spaces and pay rent. If the player chooses to avoid this strategy, their revenue streams will be limited to their salary (passing “GO”) or unpredictable life events (“Chance” and “Community Chest” cards). From a spectator’s point of view, the latter option may not seem like the most effective approach to win the game. Ironically, it seems that many people who go through life avoid looking for ways to increase their income through secondary sources. For whatever reason - be it fear, uncertainty, bad advice or unpleasant past experiences - they choose to rely on their primary source of income as their only source of income. In order to truly flourish and rise above subsistence, it is of paramount importance to explore other ways to generate cash. Both in the game and in real life, participants will be happier that they did. How do you think your life would be if you approached it with the monopoly real estate investing mindset? Choose to interpret life through a lens of joy and opportunity, that was previously hidden right in front of us the whole time and follow Darrick Muhammad Credit: Kevin Hart Grant Cardone and Nicholas Obal #realestate #bigdeals #realestateinvestor #realestateinvesting #realestateinvestors #investments #investmentproperty #wealthymindset #wealthhacks #propertyinvestment #multifamilyinvesting #apartmentinvesting #investormindset #successtips #residualincome #investing #apartmentinvestor #followus #likepost #luxuryhomes #wealthbuilding #financialfreedom #financialliteracy #buildingwealth #passiveincome #passiveinvesting #instagood #cashflow #grantcardone #kevinhart

Ever wondered what it feels like to be "stuck" in a moment of profound change? My recent conversation with Donald, one of my investors, left me pondering this intriguing question… As he shared his sense of being "stuck," my mind raced with thoughts. Is he dissatisfied with our property choices? Have we fallen short of his expectations? I found myself reflecting on the exceptional property deals we'd secured for him, scratching my head in confusion. Donald expanded his narrative which left me astounded ….. “In just 7 months, Property Wealth Investment has guided me from owning zero properties to the proud owner of Buy-to-Let gems. The speed and efficiency of the journey has been nothing short of remarkable. From the initial release of funds, navigating the complexities of remortgaging, negotiating deals, managing legal intricacies, overseeing refurbishments, to seamlessly handling property management – every step was orchestrated under one roof, creating an experience I found to be truly incredible! After years of contemplating property investment without acting, Property Wealth Investment has turned my dream into a tangible reality. Now, my bank account sees a steady influx of cash every month, making a profound impact on my family's lifestyle. That’s why I’m saying, you’re stuck with us now!" I now know that the positive impact property investment can have if, done right, and what a difference it can make to you and your family. My only regret, "WISH I’D DONE THIS YEARS AGO!" Donald stands as living proof that property investment, coupled with the right skills, can be genuinely life changing. Don't let hesitation be your roadblock. Donald’s property assets are not just growing; they’re reshaping their lives. Do you want to be replicate Donald’s success? Reach out to info@propertywealthinvestment.co.uk today! https://lnkd.in/eEfSTYEE

In this second video of my ongoing series, I discuss the importance of something most people don't like to talk about … having an up to date will and estate plan. This is something that we can assist clients with at TD Wealth.

In the short-term, you might feel like it's too much. But trust us, making these tough choices will set you up for success. Taking control of your assets ensures you're ready for whatever life throws your way. At Polley Wealth Management, we're committed to helping you build a strong financial future. Get in touch. Let's talk about safeguarding your wealth with smart, tailored strategies. Explore our services further. #WealthManagement #RiskManagement #AssetProtection