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Newsletters

23 April

Asset Protection in 3 Minutes. | Rich Life Letter #036

Estate Planning, Newsletters, April 23, 2023

People ask me questions all the time about asset protection. Thankfully it’s not that hard to get a baseline understanding of it. Here is my asset protection overview in 3.

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10 April

Don’t Wait for the Holidays | Rich Life Letter #035

Estate Planning, Newsletters, April 10, 2023

Yesterday was Easter. Whether you observe Easter religiously, just use it as an excuse to eat jelly beans and chocolate bunnies, or do none of the above, many families use.

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2 April

How I Progressively Improve (Goal Thoughts) | Rich Life Letter #034

Estate Planning, Newsletters, April 2, 2023

The first quarter of 2023 has just come to an end. Can you believe it? 2023 is already 25% over. Man it seems like it’s going fast. I do love.

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26 March

Bank Failures | Rich Life Letter #033

Estate Planning, Newsletters, March 26, 2023

Watch out everyone, two weeks in a row for the newsletter! You know what they say, right? The only way to start a streak is to start with number one.

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19 March

Creating Great Traditions | Rich Life Letter #032

Estate Planning, Newsletters, March 19, 2023

It’s been a while since I wrote one of these newsletters. Every time I do I say I’m going to start writing them more often. This newsletter is no different..

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1 January

Happy New Year! (surprise inside) | Rich Life Letter #031

Estate Planning, Newsletters, January 1, 2023

Hello and Happy New Year! It’s kind of nice that the new year fell on a Sunday this year so I get a chance to say hi on the very.

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4 December

True Generational Wealth… | Rich Life Letter #030

Estate Planning, Newsletters, December 4, 2022

Happy Sunday! I am writing you this week from sunny Cabo San Lucas, Mexico. I’ve been here for several days at a conference based around growing and strengthening relationships. It’s.

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6 November

Be a Real Life Santa This Year… | Rich Life Letter #029

Estate Planning, Newsletters, November 6, 2022

Hello! Happy Sunday. Hope you are doing well and gearing up for the holiday season. Today I wanted to talk about how you can be a real life Santa Claus.

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5 September

Working on Labor Day | Rich Life Letter #028

Estate Planning, Newsletters, September 5, 2022

I’m writing this on Labor Day. Literally. It feels like I shouldn’t, though. Labor Day, because everyone gets the day off, should be about non-labor, right? Yet, here I am.

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21 August

A Trust to Pay Pennies on the Estate Tax Dollar… | Rich Life Letter #027

Estate Planning, Newsletters, August 21, 2022

Happy Sunday! I thought I’d take today to dive into an example of how to use a life insurance trust that will be applicable to many of you and is.

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