by Michael Isom | Sep 7, 2025 | Life Insurance
The Hidden Cost of “Traditional” Retirement Accounts Most people believe they’re doing the right thing by maxing out their 401(k)s, IRAs, or other qualified retirement plans. They defer taxes today, hoping they’ll pay less later. But here’s the truth: deferral is not...
by Michael Isom | Aug 3, 2025 | Life Insurance
When I think about true financial freedom, I don’t just think about today, I think about tomorrow, and the generations that come after us. One of the most profound lessons I’ve learned, and what we teach in What Would the Rockefellers Do?, is this: Wealth without...
by Michael Isom | Jul 6, 2025 | Life Insurance
Today, I’m excited to share a deeply personal and important milestone: our son, Kadin, has joined Vault AIS. Over the past few years, I’ve had the privilege of mentoring Kadin to help him deeply understand not just the strategies of wealth-building, but the values...
by Michael Isom | Jun 1, 2025 | Life Insurance
The news cycle moves fast. One day, inflation is easing. The next, interest rates spike again. Markets respond like a roller coaster, up, down, sideways. Banks are more cautious. Political instability is rising. And people, smart, successful, hard-working people, are...
by Michael Isom | May 4, 2025 | Life Insurance
Have you felt that tightening in your chest as you watch the markets swing wildly? That worried glance at your retirement account? The nagging doubt about whether you’re making the right financial decisions? You’re not alone. In today’s world,...
by Michael Isom | Apr 6, 2025 | Life Insurance
Have you ever heard the acronyms “BOLI COLI”? I’m guessing you haven’t, unless you’re a life insurance nerd like me. But when you understand what these mean, you’ll discover a powerful wealth strategy for your own finances. BOLI and COLI refer to bank-owned life...
