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3 money tips to plan for in 2021 🎉

Make sure your 2021 New Year wealth goals cover these 3 key elements.  Everyone loves to succeed, but too often we build new year goals that are mere “pie in the sky” ideas without any system to actually bring them about. Make sure this year’s money plan sets you up...

STOP! 🚦 Don’t invest your savings until you read this!

Saving and investing are treated as synonyms by typical banks and Financial Planners. They are distinctly different wealth-building strategies. On the one hand, saving is primarily used to “preserve” capital. On the other hand, the purpose of investing is to “grow”...

Gambling with your #1 Investment!

Do you believe your #1 Investment is your business or career or do you believe that somebody else's business (i.e. a mutual fund or a stock, which is somebody else's business) is the #1 Investment out there today? Think about it for just a moment. What has put the...

The TRUTH behind “buy term & invest the difference”.

I knew it might have been a little controversial when I posted... “Do you know the difference between whole life insurance and term insurance?” But we had some great responses! It's a scam.” “Hey, what's the difference?” “I don't know anything about it.” “It's a...

How much are you consuming?

Last Saturday I asked this question on my Facebook profile: “What keeps you up at night when it comes to money?” Out of all of the responses, this ONE really stood out to me. "Not that there isn't enough of it but that I didn't do enough to get what was mine."The...

Don’t discount this one point!

Ask yourself this question:Are the dreams & goals for my family the same whether I am here or not? Today, I had a somber reflection, one that brought a tear to my eye. A small business owner friend of mine, who is about my age, died last night from a rare blood...

Wendy’s and my money fight!

You know that feeling when you're so upset you can’t even think? What is it like for you when you fight with your spouse over money?   At times it has outright disabled me.   When was the last time you had a disagreement around money with your spouse?   Collided in...

A Luxury, Once Enjoyed

Those who commit to maximizing savings find that their finances expand to meet and often exceed their initial desired outcomes. This “LAW” always works! Whether you have term insurance, whole life insurance, or no life insurance at all, it works. Have you ever noticed...

Enough… What is Enough?

I’ve met way too many “savvy savers” and “incontinent investors” who have NO clue where they are going financially. Oh sure, they know a general direction… But when asked if they are saving enough, I get one of three responses. They get mad at me for asking. They get...

Pain is NOT a synonym for growth!

I’m tired of hearing: Growth is painful, Change is painful, You have to feel pain in order to get stronger, Out of the pain comes the glory… Say’s who? Phrases made up of laziness and victimhood. Look, I know growth can come by extracting the life lessons from...

What I can Control Vs what I CANNOT.

I just finished the longest desert race in the United States, Vegas to Reno. It’s fun to see the principles of the AIS Triangle™ play out in desert racing. There are things in this life that we can control and there are things that are outside of our control....

ICU: Covid just hit a friend.

Hi, this is Jim from Michael’s office. Look, I get it, we are all tired of the chaos. That’s why I’m hijacking this week’s email! Every day the media pushes some new carnage into what they are leading us to believe is a 2020 train wreck. The doom and gloom. But is it...

The Barrier of Equal Effort.

There is a financial crisis happening in this country and it is about to get worse. There are two rationales that dominate the financial world right now. Two ways of thinking that are destroying both the economy as well as the overall happiness of American citizens....

Beware of the naked man!

I was once served by a vegetarian waitress at a steak house. I, unknowingly, asked her what the restaurant’s best meat cut was… She answered, "I don't know, I don't eat meat." At least she was honest. But it reminded me of an old African proverb that says something...

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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.