Financial Independence is an ever-moving target. Lifestyle decisions can seem overly complex, but when we work to simplify things, households have two options to achieve their desired lifestyle outcomes: save more or earn more. My challenge to you is this – partner with a trusted advisor who will help keep your current wealth by building your financial structure, help unlock the value of your human capital, and get rich (whatever amount that is to you) slowly.
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Wealth – we all have our own definition, shaped by our past. Further, we all have a goal for our wealth, and my argument is that it centered somewhat around Financial Independence.
Let us first define financial independence:
Placing no reliance on a job or anyone else to maintain your chosen lifestyle.
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If you are like most doctors, you have most likely encountered the salesman trying to guarantee you a better retirement with variable life insurance products as great investments. You may have even been told that, for you, this is a better solution than even a 401(K) or IRA because of the tax advantages or that you can take loans against it. I wish you could see my eyes roll as I type this…
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Josiah Igono, PhD, CSCS, delivers his wisdom as a former elite athlete and sports psychologist that was most recently with the Texas Rangers as their peak performance coach. If you are serious about improving at your craft this deserves your attention.
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In today’s blog we focus on the ongoing U.S. Senate Race and the impact it has on the implementation of President-elect Joe Biden’s proposed tax policies. We also identify the most and least likely tax policies to be enacted and discuss timing of these potential changes.
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The markets have begun to level out with conflicting forces from the government taking shape. So, in this week’s AWM Insights, Brandon Averill, Erik Averill and Justin Dyer get you caught up on everything happening within the markets and why you should never overreact. Plus, why you should always be planning financially for something like a global pandemic. Here is a breakdown of the 3 key takeaways from the episode:
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“When it came rolling in, the money affected us all. Not much, and not for long, because none of us was ever driven by money. But that’s the nature of money. Whether you have it or not, whether you want it or not, whether you like it or not, it will try to define your days. Our task as human beings is not to let it.”
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The markets have begun to level out with conflicting forces from the government taking shape. So, in this week’s AWM Insights, Brandon Averill, Erik Averill and Justin Dyer get you caught up on everything happening within the markets and why you should never overreact. Plus, why you should always be planning financially for something like a global pandemic. Here is a breakdown of the 3 key takeaways from the episode:
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Brad Latrell’s passion as founder of GoWild permeates through the entire podcast. The hunting, fishing, and outdoors app was created with the mission of “unlocking the gates of the outdoors”. The evolution of his company is the result of Brad’s passion as a hunter and angler. He saw for himself the need for a better way to socialize and share recommendations for all things hunting and fishing related that his “grandfather taught his dad, his dad taught him, and now, he's teaching his children.” Brad notes that he often says to his children, "Whatever you do, ask the question: was that worth investing a piece of my life in?” This is a great reminder from Brad about having purpose and intention in what you dedicate your life to.
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My parents are blessed to live in the great state of Montana, which allows our family to fly fish some of the best rivers in the world. We love it – it has long been a family event, passed down from generation to generation. Our excitement begins the night before any trip by plotting out promising boat float routes along the river. During this planning phase, we stare at the map and say things like “this area looks good” or “this water might produce fish.” Never a negative comment, always positive as we are on high emotion for the next day’s adventure.
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Whether you are at a hospital or private practice, you must approach your career as if you are your own CEO. This mindset shift is thinking bigger than just seeing more patients, it has to be about leveraging the experts around you to maximize your opportunities.
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There is always a lot of “noise” out there when it comes to investing and the stock market. Whether its headlines in the news, a conversation with your neighbor, or your wife telling you what she heard from her friend at work.
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In a recent AWM Insights we discussed - now with election day behind us - the immediate moves we should make to ensure portfolio viability in 2021. Here is a breakdown of the 4 key takeaways from the episode:
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