Should You Invest Inside Your Retirement Plan?

Nest with money and egg with IRA on itThe following article is reprinted with permission from Tom Wheelwright’s Weekly Report. 

Tom Wheelwright, CPA, is one of the nation’s leading tax advisors for investors and entrepreneurs. Also a well-known speaker and educator on wealth, tax reduction and asset protection, Tom Wheelwright has partnered with Rich Dad Education, the Elevation Group and Donald Trump’s Wealth Builders Program to show people how to permanently reduce taxes without reducing income. Continue reading

Posted in 401K's & IRA's, INVESTING ADVICE, RETIREMENT PLANNING, WEALTH-BUILDING | Tagged , , , | Leave a comment

Discovering Our Purpose, Treasuring Our Time

“Is There More to Life Than This!?” 

A guest post by Tammi Brannan of Instinctive Life.

 Discovering Purpose, Treasuring Time“I’ve wondered my whole life whether or not there is such a thing as a purpose to our lives. Are we here to work and die, or is there more to it?”

This was a question I heard the other day from a woman in her 60s, who has no financial need to continue working, yet feels this unresolved issue of purpose. Why is she here, and has she fulfilled that need?

We all have a purpose, and until it’s discovered, life has a wandering feeling that grows over time.

Many years ago in a Chinese restaurant, I opened this fortune, “The day you were born, a problem was solved.” Is it possible that the reason why this woman feels there is something leftover for her to do, is because she has yet to solve this “problem” that the Chinese proverb referred to? Continue reading

Posted in HEALTH and WEALTH, PROSPERITY MINDSET | Tagged , , | Leave a comment

(Videos) 7 Principles of Prosperity and Separating Financial Fact from Fiction

lets-get-down-to-businessLast week we published a post with the first two videos in this interview series with syndicated financial author Steve Savant. His “Let’s Get Down to Business” show is for financial advisors, but we thought many of our readers would enjoy the conversation and the concepts.

I just received news this week that the video series has received special mention in Upstart Business Journal and also on Pretty cool! Continue reading


Peter Diamandis Releases a BOLD New Book for Entrepreneurs

BOLD-BookI was grateful to have the opportunity to once again attend Peter Diamandis’s Abundance 360 Summit  for entrepreneurs and thought leaders. Founder of the X PRIZE Foundation, Singularity University and a dozen tech companies, and named as one of Fortune’s “Top 50 leaders” Peter truly is one of the compelling thought-leaders of our time.

(We won’t try to repeat his many accomplishments in this post, but you can learn about several of them in an earlier blog post featuring Diamandis and “Peter’s Laws.”)

Abundance 360 is an opportunity to learn with and from entrepreneurial thought-leaders about the technology that is driving (and sometimes disrupting) our economies and what it will take to be a leader and change-maker in the future. We immersed ourselves for 2-1/2 days about such topics as: Continue reading


Why Financial Planning Doesn’t Work – An interview with Kim Butler

Recently I had the opportunity to be interviewed by syndicated financial columnist Steve Savant, whose video show Kim-and-steve-savant2Let’s Get Down to Business produces daily content for financial and insurance professionals.

Although it was filmed for a different audience, it’s a conversation that I thought my clients and Partners for Prosperity community would enjoy, so I’m letting you in on our first two segments today:

Why Financial Planning Doesn’t Work – Let’s Get Down to Business

In this first segment, I discuss some of the problems with “typical” financial planning and what led me to have to go back to my clients and tell them I had been giving them incorrect information! Continue reading

Posted in PERSONAL FINANCES, PROSPERITY ECONOMICS | Tagged , , , , , , , | 4 Comments

How to Reach Your Goals and Resolutions

“You are never too old to set another goal or to dream a new dream.”
- C.S. Lewis

3D Reach Goals Crossword on white backgroundIf you’re like most people, you’ve already broken your New Year’s Resolutions to exercise more, save more, or lose a bad habit. But don’t despair! No matter what time of year it is, it’s never  too late to make (and keep) a Million Dollar Resolution,  strengthen your Health and Wealth connection,   or make progress towards any achievement that’s important to you.

Setting goals and intentions is an important part of success, and reaching them is even more critical to your results! If you seem to be aiming for success but continuously falling short, there is likely a key step you are missing to help make your dreams a reality.

Today we share 5 steps that will make reaching your goals and creating wealth inevitable! W e are borrowing Kate Phillips’s “AMASS” formula (with her permission), and giving it our Partners4Prosperity spin to help you AMASS more Wealth and Prosperity! Continue reading

Posted in PROSPERITY MINDSET | Tagged , | Leave a comment

Make a Million Dollar Resolution (Part 3) – Start Building Equity!

“Character is the ability to carry out a good resolution long after the excitement of the moment has passed.”
- Cavett Robert

Resolutions List


Last year we published Parts 1 and 2 of “Make a Million Dollar Resolution,” and today, we continue with Part 3.

The Power of Decisions

The decisions you make today, combined with actions and habits in alignment with your decisions, can add as much as a million dollars or more to your wealth over time. Whether the decision is a New Year’s resolution or made in June or August is irrelevant, but the beginning of a new year is the most popular time for setting new goals and intentions. As Oprah Winfrey says, “Cheers to a New Year and another chance to get it right.” Continue reading