I uncover the secrets of the Super Rich and help you optimize your financial world. This is where I share how you can use the same strategies as the Super Rich to build wealth, take care of the people you love, and support the causes you care about.
Over the last decade, I’ve helped hundreds of busy entrepreneurial dentists and select professionals optimize their financial world so they can keep changing the world for the better.
Many of the wealthiest Americans regularly assess their wealth plans to determine if they’re still set up to receive the expected financial results.
Let's discover how everyone can benefit from a financial stress test to help ensure they remain on track.
Don’t miss this episode, which shines a light on how we can spend our money in ways that can truly bring us more joy and deeper meaning. The secret: Buy experiences instead of stuff.
Want to pursue ideal outcomes when you try to make a deal with a boss, an employee, a business partner or your spouse? Try taking control of these three areas of the discussion that can set the stage for your success.
More affluent families can now access the resources and expertise previously reserved for only the wealthiest among us, via virtual family offices. Here’s how to decide whether you could potentially benefit by working with a virtual family office.
If you had one last talk to give before you left this planet, what would you say—and to whom would you say it? Discover how sharing your struggles with others can help you and them create better, more meaningful lives.
Keeping your family business in the family—successfully and according to your wishes—takes smart, proactive planning. Here are some of the key issues you need to address to pass on your business to another family member.
Stop trying to find the time for the things that give us pleasure in life—and start making that time. Check out these savvy ways to actively create the type of meaningful, fulfilling life that eludes so many of us.
