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7 Lies You Believe About Money
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Capital Reserve Strategy
Stop locking your capital in retirement accounts and home equity.
Instead…
Implement the Capital Reserve Strategy with guaranteed, consistent, tax-free returns, high liquidity, no market volatility, creditor protection, and high contribution limits.
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2025 Tax Return Projection
I understand the stress of not knowing your tax future. My expert process delivers accurate forecasts to guide your tax planning decisions.
Get peace of mind and control over your tax liability with clear insights.
What ideas do you have about paying off the mortgage?
It's usually an objectively bad idea because you lose access to and control of your capital. Your capital turns into lazy capital when it's converted to home equity.
But because many are allergic to debt of any kind, it can be subjectively good because how you feel about your financial situation matters.
My preference is to house the capital allocated to extra principal in a more efficient account where I retain control and access… which could be used to pay down mortgage principal later if needed.
Tax Basis Bookkeeping
Pristine Bookkeeping!
Your Tax Preparer Will Love It.
Stay compliant, maximize deductions, and eliminate IRS stress — all with clean, tax-basis financials designed to keep you, your tax preparer, and the IRS happy.
Should Christians in Sales Engage Fellow Churchgoers As Prospects?
Should Christians in sales engage fellow churchgoers as prospects?
Not on Sunday morning, with the possible exception of an answer to the “what do you do” question that doesn't go too far.
But other than that…
It depends. Do you believe the thing you're selling is helpful, valuable, and can make people's lives better?
Or are you selling something because you need a paycheck?
If you truly believe what you're selling will make your fellow churchgoers better off, then you can make the argument it is wrong not to engage them.
It's sort of like the gospel, right? If you know someone that needs to hear it, you have an opening to share it, and you withhold it… you've negligently neglected a win-win-win opportunity.
If you are a fellow churchgoer of mine or if you and I are in community together, I will likely try to make your life better by making sure you know what I do and how I can serve you.
It's one of the ways I love my neighbor.
Life Insurance Blueprint
Life Insurance.
You Know You Need It.
But how much and what kind?
Answer a few questions and get your FREE personalized Life Insurance Blueprint.
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Term Life Ladder
Term Life Insurance that adapts to your coverage needs over time.
And costs about half as much!
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No phone number required!
Asleep In The Boat
Is Jesus asleep in your boat in the midst of a storm?
Take heart and stand firm in faith.
Jesus is, after all, in your boat.
Matthew 8:18-27
Mark 4:35-41
Luke 8:22-25
If Jesus isn't in your boat, choose this day whom you will serve. Take up your cross and follow Jesus.
Matthew 16:24-26