Wealth Energetics

05/28/2025

Does your financial strategy give you confidence for meeting your income needs in retirement?

Does your strategy give you peace of mind of not losing money from market losses like we just experienced?

Most people we talk with have ZERO clue if they have enough money,

how to best meet income needs beyond what social security will provide,

or how to make their investment portfolio last longer and be able to safely withdraw more.

Many people worry they haven't built up enough of a nest egg.

Many people don't understand which financial products are best for growing money vs. which ones are best for drawing income in retirement (hint: they aren't the same tool 😉)

Even worse, many people's financial advisors have a narrow-minded, one-track solution that revolves solely on stock market performance.

But their advisory isn't accounting for the 5 years leading up to retirement and the first 5 years of retirement and how to manage the risks of market losses during those 2 critical periods.

Most advisors actually talk clients out of the very financial tools that will create a stable retirement for income, managing the top 5 risks in retirement!

How crazy is that!?!?!

If this is you and you need help strategizing for retirement so you feel safe and secure knowing your money is in alignment with what you want your money doing and what you want your retirement to look like, schedule a call at the link in the comments 👇

05/06/2025

If you're a business owner and want to learn how to have more options and control with your money, learning about building business credit can be a game-changer.

I sat down with Seb, The Approved Guy, at the LIFE180 Mastermind to discuss his unique strategies for helping clients align their money with what's important to them.

I sat down with Seb, The Approved Guy, at the LIFE180 Mastermind to discuss his business and the power of building business credit for your business as part ...

04/23/2025

How do you feel about recent stock market losses?

How do you feel about your current financial plan?

If you're nearing or in retirement did you know the 5 years leading up to retirement...

And the first 5 years into retirement are the most critical to not have large losses in your portfolio?

Most people don't know that the tools that best grow our money are the least efficient for drawing income and require more money to give you the same amount of income in retirement.

Most people don't know how to transition a portion of their portfolio to guaranteed income in retirement.

Most people don't know how to take a portion of their portfolio and protect it from stock market losses during those critical 5 years before retirement and the first 5 years of retirement so they don't risk running out of money or have to go back to work.

If you need help planning for retirement and making sure you are safe from the five biggest risks that people face in retirement that many advisors are not aware of or plan for, comment "5" below 👇

04/07/2025

When you’re achieving your dreams, everyone roots for you because you remind them of their dreams.

When you've achieved success, people try to tear you down because you remind them of what they gave up on or didn't have the courage to go after themselves

Slightly modified from Lucas Longmire great post 🙏

04/05/2025

⚠️ OH MY GOSH, THE SKY IS FALLING!!! ⚠️

Or...

💚 Man what a great run, my accounts have done so great! 💚

If you're in the first camp and freaking out right now because of the markets, you should expect this, it's the markets and they cycle up and down.

If you're freaking out, why didn't you or your advisor have a plan to combat losses if they don't align with you? If you want the growth that the markets provide, then you need to be able to stomach the losses and have a strategy for WHEN losses happen.

If you're in the second camp, you're super excited because your accounts have grown tremendously over the past many years and you're thankful and grateful for that growth 🙏

So much of your reaction to this situation is based on your mindset and outlook. Be careful who you let infiltrate your mind. The financial news is all about fear and disempowerment. If you don't listen to it, you don't fill your mind with that poison. You can still be educated and make smart decisions financially without succumbing to other's agendas at your expense.

Keep in mind the difference in how the wealthy think. They see pull backs in the market as a great opportunity. They know the market is on sale and when it meets the parameters they know to use, they get in and profit.

If you're freaking out right now and want me and my team to look over your situation so the markets don't affect your emotional state every day, message me and I'll send you my link.

*Not financial or investment advice

04/01/2025

Have you struggled as a Life Insurance Agent but still believe in helping people with their financial and protection needs?

Have you lacked good mentorship and training that is foundational to helping you succeed?

At our agency, we have tremendous mentorship and amazing training that breaks down each step you need to implement to become very successful.

It also helps you move past your own blind spots and limitations that keep you from succeeding like:

fear of conversations,

knowing how to talk about financial products,

knowing how to question someone to align their values and beliefs with money so objections become a thing of the past, and many more.

If this sounds like what you're looking for to help people create a stronger financial life and a rewarding income for your family, PM me and let's talk.

04/01/2025

If you want to grow your money, look no further than this jaw dropping video that blows the doors off of all other financial products.

Pay no attention to what day it is, just message me to get started today 🤣🤣

I poke fun at the IUL industry in this video as it is a popular financial product that is often oversold based on "projected illustrated returns". While this...

03/27/2025

IUL or Indexed Universal Life Insurance policies are routinely marketed on half truths and misleading information.

I have this list 👇on my website that outlines the top misrepresentations you'll likely see or hear about IUL on social media so you can have a greater understanding of this tool and make a truly informed decision about if it's right for you.

Have you heard any of these? Let me know in the comments below!

03/26/2025

Wealthy people demand this about their finances over rate of return...

Chiropractors, Coaches, Entreprenuers, and other forward thinking business owners want control and flexibility most over their money because that's what is aligned with their purpose and helps them be able to make the move THEY want to WHEN they want to financially.

Our strategies deliver efficient use of your money, often using the same dollar to give you 2, 3, and even 4 simultaneous benefits like these....👇

03/25/2025

🚨 Established insurance agents with books of business looking for a better place to write your business out of, I may have the opportunity you're looking for with the training, support, and arsenal of products that's hard to find in this industry. PM me for more 👍

03/25/2025

How you show up today, the growth you embody, positively impacts other people...

https://youtu.be/b19i_TlSBjc

03/24/2025

If you're building wealth and not addressing your inner work you're only doing part of the work.

If you think investments, insurances, businesses, etc are going to get you there by themselves, you're missing the vital piece of how to make permanent transformation in your life.

You have to change the master systems of the body...

Your nervous system from keeping you from success

Your energetics from not embodying your goals, dreams, and purpose.

If you skip the inner work, you'll likely default to your old patterns and continue to create a life less than you're aiming to.