by Michael Isom | Feb 16, 2023 | Thoughts on Financial Security
STORYIt’s Thursday morning, I’m up at 5am getting my shit together. Ha! Ya that’s what it takes for sure.Celebrating and appreciating all that is. What a great feeling for sure. REVELATIONMy beliefs about living a high-quality life.What does this even mean you...
by Michael Isom | Dec 29, 2022 | Thoughts on Financial Security
It was just yesterday that a client emailed in wanting to stop paying into their whole life insurance policy. You know what they say, “The market is lower it’s a great time to invest” or “buy low, sell high”.Makes sense, I know, and is for sure tempting....
by Michael Isom | Dec 14, 2022 | Thoughts on Financial Security
What is Freedom? To answer this let’s first talk about the opposite of freedom. Bondage. Captive. Stuck. Boxed in. No way out. Mental Bondage. What does this mental bondage feel like? It’s painful.Frustrating.Fear that I’m always going to live like this.That there is...
by Michael Isom | Nov 11, 2022 | Thoughts on Financial Security
Yes, I am concerned about our economy.Since early 2020 when Covid hit it’s been nothing but a roller coaster.If you weren’t sure that the media has an agenda, I think we can all agree that they do now. Who can we trust?What can you do?What should you be doing right...
by Michael Isom | Sep 29, 2022 | Thoughts on Financial Security
My darkest days. The days when I felt lost.Confused.Frustrated the most.Disconnected. Especially around money in my life. These were the times when I was not clear about the core values I lived by. Core values. What we stand for and what we do not. Our beliefs. What...
by Michael Isom | Sep 9, 2022 | Thoughts on Financial Security
My first real job was when I was in 7th grade. Makes me smile. CycleTown Yamaha. You guessed it. Motorcycles, and back then ATV’s. 3 wheelers. LOL Remember those? I washed bikes. Swept floors. Emptied the trash. And I got to ride all the bikes around the lot. I soon...
by Michael Isom | Sep 1, 2022 | Thoughts on Financial Security
Executing an estate plan is not the final step in the estate planning process. Some assets such as life insurance, annuities, qualified plans and IRAs pass by contract to a beneficiary chosen (or not chosen) by the contract owner, and not via an estate plan (e.g.,...
by Michael Isom | Aug 25, 2022 | Thoughts on Financial Security
“A deep sense of self-worth is at the core of a healthy prosperous life” I deserve this.You deserve this in your life.Everyone deserves this in their lives. To love and be loved. It all starts with the way we value ourselves. When we don’t feel worthy, we shut out...
by Michael Isom | Aug 19, 2022 | Thoughts on Financial Security
In life when we are not organized, we create panic.We are frustrated and confused. It’s hard to find things. We overreact. Scream. Yell. Blame others. We have all felt this at one time or another in our lives. Personally, and professionally. How are you with your...
by Michael Isom | Jul 22, 2022 | Thoughts on Financial Security
Asset: something of perceived value. Liability: monies owed, debts, obligations. What is a balance sheet?A summary of financial balances. It reports a company or individuals assets and liabilities at any specific point in time. In the world of Assets today we first...
