The Most Important Message You’ll Hear This Week

In his four and a half decades as a financial strategist, Doug Andrew has been asked many times by his clients and his students what he considers the most important message he can deliver. In response, Doug points to three primary concerns that are typically on their minds. In this episode, he describes how the financial dimension is only one of the dimensions that we must address. You’ll come away better prepared to steer an unwavering course toward your brighter future.

Here’s a snapshot of some of the topics Doug goes over this week:

  • Why is balance so important to our quality of life now, and in the future? If you are dealing with wobble in your life, you’ll love Doug’s answer.
  • In addition to your financial assets, are you focusing on your foundational assets as well? Once you know what these are, you’ll understand why they are also a high priority.
  • Why is it imperative that you minimize unnecessary taxes? Doug explains why this strategy is essential if you don’t want to outlive your retirement savings.
  • Your knowledge, attitudes, skills and habits comprise a type KASH that many people may overlook. Doug teaches why these are the things you’ll want to leave behind for your posterity.
  • Instead of simply dumping cash into the laps of your heirs, learn about the things you’ll want to leave them. Why do so many financial advisors, CPAs and tax attorneys miss the boat on this?
  • Why should you resist the urge to bail your kids out from their mistakes or to make sure they don’t have to work as hard as you did? If you wish to avoid the entitlement mindset, this is information you’ll need.
  • And much, much more…

Start by visiting with a wealth architect today.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.