What if you were to lose more dollars over your lifetime than you could accumulate and grow, even if market conditions were ideal? In our experience, most people (including those who are financially prudent) will UNKNOWINGLY lose 15% - 20% of their annual cash flow throughout life. The concept of Finding Money is the foundation of our entire process. This approach can enhance your current lifestyle while reducing the required return (lower risk) needed to meet future goals.
Would you try to fill a bucket that had holes in the bottom? Of course not! However, this is what most people are doing when it comes to their finances....and they don't even know the holes exist! In our experience, most people are losing 15-20% of their annual income unknowingly. Think of how finding this money could impact your present lifestyle and future savings opportunities.
Even more important than finding the dollars you are losing (plugging the holes in your bucket), is what those dollars would be worth in the future had they been invested. The potential growth on these dollars is what we refer to as Opportunity Cost. This idea alone may have the greatest impact on your future wealth than all other areas of finance!
Now you understand Wealth Transfers and Opportunity Cost. We believe the ideas expressed within this video are the most significant. In our experience, most families, businesses, and ministries will lose more dollars in this area than all others. You Finance Everything You Buy! This means you either "pay" interest (borrowing money) or "lose" interest (paying cash). There is no right or wrong....you simply need to know the most efficient choice based on each unique situation.
Again, you Finance Everything Your Buy! Paying Cash is not always better than borrowing...it may be better or worse. Borrowing to fund a Major Capital Purchase (or to fund an investment) is also not ideal because debt is not a good thing. What if there was a third funding strategy that allowed your cash to continue compounding and did not require you to go into debt? The strategy expressed in this short video can be used by anyone no matter where they are on the income spectrum. We would be happy to show you how.
There are seven major areas we find even the most financially astute are not always aware of. What if we could put 15%, 20%, or more of your annual cash flow back in your pocket to save, spend, invest, or do what you want with?
Finding money today (annual cash flow) and avoiding transfers in the future (wealth transfers) is the core of our planning process. Schedule your online or in-person meeting now to see what we can find for you.
7 Major Areas of Wealth Transfers
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