04/07/2025
It’s National Financial Literacy Month, and with the recent dip in the markets, I’ve been reminded just how important it is for everyday families to have the tools, knowledge, and confidence to make smart financial decisions—especially in uncertain times.
That’s why I’m excited to share a FREE 4-part financial literacy series that breaks down key principles to help you take control of your finances, protect what matters most, and build a stronger financial future.
These short, easy-to-understand classes are available on demand—perfect for anyone looking to improve their financial game, one step at a time.
If you or someone you know could use a little guidance, feel free to message me directly. I’d be happy to help point you in the right direction!
Here are the links to all four classes (FREE for the month of April):
Class 1 – Increase Cash Flow & Manage Debt
https://bit.ly/FLClass1
Class 2 – Build a Strong Financial Foundation & Understand Proper Protection
https://bit.ly/FLClass2
Class 3 – Learn Wealth-Building Strategies & Asset Accumulation
https://bit.ly/FLClass3
Class 4 – Retirement Planning & Wealth Preservation
https://bit.ly/FLClass4
Let’s make this month a turning point for you and your family’s financial future, because according to The NY Times, this is the latest on what’s happening now. 👇
https://www.nytimes.com/2025/04/06/business/stocks-trump-tariffs.html
Global Stocks Plunge, Extending Rout Caused by Trump’s Tariffs
A brutal day for markets around the world added to the pain of last week’s market turmoil, with the S&P 500 index set to enter a bear market.
03/11/2023
DM me to join Marshall Faulk and me at this event 👇 in Dallas today. Looking forward to seeing you there.
Don't Fumble Your Finances
Get Tickets for Don't Fumble Your Finances.
12/07/2022
https://www.entrepreneur.com/living/8-health-habits-that-will-boost-your-energy-levels/431110
8 Health Habits That Will Boost Your Energy Levels
Here are eight health habits that have substantially improved my energy levels, enabling me not just to do more, but to actually feel better while doing more.
09/03/2022
Consider, as we head into Labor Day weekend, recent surveys show MILLIONS of retired seniors returning to the labor force! Many have returned due to financial insecurities. TWICE as many, however, returned for social connection and impact.
As you know, my firm’s platform provides pathways to financial security BEFORE retirement, so retirees may retire without fear of running out of money in retirement.
On the other hand, the survey revealed retirees who return for social connection and impact, also, desire working on their terms, instead of an employer’s.
As you know my firm offers an AMAZINGLY IDEAL opportunity for them to enjoy social interaction and impact totally on their terms, because we give them to ability to work remotely and set their own part time schedule.
Let’s discuss how we may help seniors retire without fear of insolvency; and help those who desire a meaningful, socially interactive twilight career on their terms!
Millions of nearly retired and retired people, literally, desire and need help! Inbox me for information.
https://www.forbes.com/sites/josephcoughlin/2022/09/02/not-quietly-quitting-but-quietly-returning-older-workers-are-changing-work-and-retirement/?sh=71ef6661794f&utm_medium=social&utm_source=ForbesMainFacebook&utm_campaign=socialflowForbesMainFB&fbclid=IwAR2QZChCQQjikr1T1bhK-ARht6U9GKZ-YQGYzlRB9Q1CcNmLmniYOjDSG2Y
Not Quietly Quitting But Quietly Returning, Older Workers Are Changing Work And Retirement
From the great resignation, work from home, to quiet quitting, our idea of work is changing. One trend receiving less attention, but likely to have far greater and longer-term impact on work and retirement, is quiet returning. Retirees are returning to work and the reasons why will surprise you.
09/09/2021
Like the Phoenix: The Discipline of Becoming (SaaS Adventure)
Like The Phoenix: The Discipline Of Becoming
The entrepreneur is an extraordinary creature. Like the phoenix, he rises again and again, each time anew. I've had this thought (and variants thereof) running…
06/25/2021
We are hosting an event Wednesday, July 21, so please feel free to pass this information on to anyone who you believe will benefit. http://TippingPointEvent.con
01/30/2021
2020 was the year we redefined 'essential'
2020 was the year we redefined 'essential'
We dumped jeans for sweatpants and learned to make bread — but that was the least of a wild year of lasting change.