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THE FINANCIAL MINDSET SELF-ASSESSMENT ™
TOTAL SCORE POSSIBLE 60 Brought to you by Michael Isom (MINDSET #1) MY MONEY MONEY: ANY ARTICLE OR SUBSTANCE USED AS A MEDIUM OF EXCHANGE, MEASURE OF WEALTH OR MEANS OF PAYMENT. Level 1, 2, 3 You live Check to Check and it doesn't matter how much money you...
TWO DETERMINANT PARADIGMS
TWO DETERMINANT PARADIGMS SCARCITY & ABUNDANCE All choice and action are determined by your dominant paradigm at the moment. Consumers- Scarcity Mentality. Consume more value themselves than they create for others. Producers- Abundance Mentality. Create more value...
Fact or Fiction?
Fact or Fiction? Want to play? OK cool, let's play a little game. No, it's not spin the bottle or twister. Save those for the next weekend party or family getaway. Today it's what's true for you and what's not true for you around the topic of money finance and...
It’s No Bull, It’s Mostly Bear
I love health and wellness. I like to stay fit. I exercise regularly; going to the gym, mountain biking and doing some CrossFit. I like to be active. I consume a lot of protein to keep the muscles in my body growing and strong. On occasions when I open a large jar of...
What are you buying?
"The single greatest mindset you can have is this, I am 100% accountable for my mindset." Dan Sullivan Strategic Coach What am I selling you? I am selling you a mindset. To answer this, let's first look at what I'm not selling you. I am not selling you just a product....
It’s clear to me today more than ever before…
It's clear to me today more than ever before, when I get bored I start to sabotage things in all areas of my life. Don't get bored and sabotage things in your life. What am I talking about? The arrival syndrome. The entitlement mentality. We can put many names on it....
Is Life Insurance Really Worth the Money?
I'm not here to answer the question of the origin of life but I am here to answer this: Is Life Insurance really worth the money? After all if we are healthy today the odds are we will live till we are 90 years old. So why buy it? Life Insurance companies have and...
HABITS, CHALLENGING DEADLINES and STABILIZING FINANCIAL ABUNDANCE
HABITS, CHALLENGING DEADLINES and STABILIZING FINANCIAL ABUNDANCE It's clear to me today that we are all disciplined individuals. Yep, you heard me. All of us are 100% disciplined all the time. What the heck are you talking about, you may be asking? We Are All 100%...
The Downed DOW
What if you make it to your 80’s and realize that what you thought about investing in the stock market was all a mistake? What if then you realize the losses are real and can’t be recovered? That was the instance of a call I had this week with an 80+ year old. He...
3 Core Values for the New Year
3 Core Values for the New Year 1. Self-Reliance 2. Economic Independence 3. Liberty of Conscious Financial freedom to me is the ability to create, expand and grow. It is when money is never the primary reason or excuse for doing or not doing something in our...
Do You Really Know What We Do Here?
Do you really know what we do here at Optic Financial? Our tag line here at Optic Financial is "Seeing the Unseen". What does this mean you may ask? Let me tell you. When it comes to anything to do with money, finance and banking we see the things that others don't...
Seismic Activity in the Stock Market
Tony Robbins once told a story about a guy looking to buy an island. The buyer was very interested in one particular island. But the real estate agent recommended that he buy a different island. However, the buyer wanted the original island. He wanted it and was going...
Do Not Take A Hit!
Professional Boxer Floyd Mayweather, Jr. retired from boxing this year. Floyd was clearly the best in the world at what he did as a fighter. As a professional boxer he went undefeated; 49-0. Imagine never losing! He was a five-division world champion. He won twelve...
All Time #1 Favorite Wealth Strategy
By far the #1 favorite strategy of our clients (past and present) is Cash Flow Banking... We field hundreds of customer service requests each month, and the overwhelming #1 favorite strategy people write in about is Cash Flow Banking. It also generates the most...
The Tax Shelter of the Rich
See WHY the WSJ Calls This: “The Tax Shelter of the Rich...” The Wall Street Journal calls it “the tax shelter of the rich.” We call it Cash Flow Banking... The best thing? You don’t have to be wealthy to use it. In fact, most anyone...
Is There Really a Secret to Becoming a Millionaire?
Michael Isom and Barry Brooksby, owners of Optic Financial have worked with Garrett Gunderson for years. We think you'll enjoy this article and wanted to share it with you... Is there really a secret to becoming a millionaire? We don't pretend that there's a...
Most of us do our best not to talk about death
February 24th, 2014 I Received a Phone Call From My Sister Anne... ...Telling me that our father had passed away unexpectedly. Many of you remember this day in my life. I think of my Dad often. I think of the many many experiences that I was able to share with...
Our tag line at Optic Financial reads, “Seeing the Unseen”
Have you ever been in a rush to find something in your house that you are looking for? Let me give you an example. The other day my wife Wendy and I were in the car backing out of the drive way to head to dinner. Our weekly date night. Love connecting with her...
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Get two hardcover books from our founder, Michael Isom, What Would the Rockefellers Do? (with Garrett Gunderson) and What We’re Worth.
In these books, you’ll discover the secrets of the ultra-wealthy for protecting, growing, and passing on wealth for generations.