Never has a well thought out and proven financial plan been more important than right now given America has already entered its worst ever economic, social, and political era. And for those who may have already adopted a traditional financial plan, be advised it’s badly flawed, and many will not come close to reaching their stated goals.
Why, may you ask? There are many reasons, but the single largest factor is your plan is based on achieving a level of net worth to work and many will not, because the products used in hopes of getting you there are faulty to begin with.
I am here to tell you that maximizing cash flow, not chasing net worth, is the key to successful planning.
For 25 years, I have been part of a group that crafts alternative to traditional financial plans, that add an average 40% more in savings with less risk, and no impact to lifestyle. We’re truly experts on retirement, business, and estate planning.
Below are two videos that my team and I have put together to help explain why we believe a plan driven by proper management of cash flow, versus chasing higher net worth though risk-oriented investments, is the key to success.
- 72% of households do not have a written financial plan
- Two-Thirds of Americans Say Their Financial Planning Needs Improvement
- Why Cash Flow Is More Important Than Net Worth: Focus On What’s Real
- Why cash flow is more important than net worth
- Today’s 65-year-old can expect to live another 20 years, according to the Social Security Administration. 80% of households with older adults—or 47 million of such households—are financially struggling today or are at risk of falling into economic insecurity as they age.
- Midlife Retirement ‘Crisis’ or a 10-Year Opportunity?
- The retirement savings crisis: Why more Americans can’t afford to stop working
My business partner for 25 years, David Suckey and I, have discussed what we do in these videos below:
