Securities fraud should be a real concern for any investor. Eventually you’ll come across a con man or “trusted” individual unknowingly selling a fraudulent investment. It’s not a question of “if”, but “when”. I see it regularly in my coaching client’s portfolios. Knowing how to recognize fraud before you commit your money is your only safeguard. This list contains sixteen of the most common types of securities fraud so you’ll know how to recognize fraud and protect your portfolio. It’s education that’ll pay you…
My Worst Investment Loss Exposed! (And the Gut-Wrenching Lessons Learned)
My first investment was a complete loss. I know that doesn’t make for ego pleasing, cocktail party conversation, but it’s the truth. In this article I reveal the whole story about how I lost 100% of my invested capital many years ago, and the investment mistakes I made to create this disastrous result. It’s proof that I didn’t begin as an investment genius and that anyone can develop the necessary skills. These lessons will short-cut your investment learning curve to improve performance…
How To Find A Financial Advisor You Can Trust
How can you tell the difference between false prophets and legitimate financial advice? How do you know if the financial expert sitting across the desk from you can actually help? Is his primary interest to pad your pockets, or his own? This 12 question due diligence test gives you the tools you need to figure who you can trust, and who should be ignored. Don’t put your capital at risk without it.
This list results from a lifelong career as both an investment advisor and financial educator. It’s a common sense, insider’s guide to financial advice so you don’t get ripped off.
Warning: How Wall Street Takes Your Money – Legally!
How does Wall Street covertly take money out of your pocket without committing investment fraud, and what can you do to protect yourself? Why does Wall Street hide the paper trail showing how much money they take from your investment account if they don’t have anything to hide. The fact is they do have something to hide, and this article reveals their dirty little secrets so you know what to watch out for and how to protect your accounts. What you don’t know can hurt you.
Due Diligence Checklist To Prevent Investment Fraud
Investment fraud is surprisingly common so don’t delude yourself into thinking it won’t happen to you. But how do you protect yourself? This due diligence checklist will give you all the important questions to ask so the con-man never gets your money. An educated investor who does his homework is the con-man’s worst nightmare. This checklist will show you the exact steps to take so you can flush out fraudulent investments before they ever cost you money. Arm yourself by learning more here…
The One Thing Stopping You From Creating Wealth (It’s Not What You Think!)
You probably think your biggest obstacle to creating wealth and achieving your financial goals is insufficient time and money. Wrong! That’s a symptom of the problem, but it’s not the source of the problem. If you’d like to accelerate your financial goals then you must first identify what’s slowing you down. Discover how this easy-to-understand but hard-to-live principle can help you accelerate your financial growth…
Preparing For Retirement – The 5 Essential Questions
There’s more to preparing for retirement then just saving money and calculating estimates for how much you’ll need. There are a lot of seldom discussed details and potentially creative solutions that can close savings gaps and allow you to retire far earlier than you expected… and with greater happiness. By asking yourself these five questions before you retire, you’ll be fully prepared to enjoy a worry-free, post-career lifestyle…
Average Savings By Age: How Do You Rank?
How does your net worth rank compare to the national averages for your age? What can you do to get ahead (if you’re behind)? The answers to these questions are important because you need to know while you still have time to correct and adjust your actions if there’s a problem. Discover a simple formula that quickly shows how well you’re doing financially, and you’ll also get clear actions steps and resources so you can accelerate how fast you achieve your financial goals. It’s knowledge that can change your financial outcome in life if you take action on it…
FM 023: Get Your Financial Goals Faster In Business With Brennan Dunn
Business entrepreneurship is the most common path to wealth, but also the least discussed. It gives you many unexpected benefits including community, connection, contribution, a sense of purpose, and a creative outlet. You can also achieve your freedom goals through business entrepreneurship long before you hit your financial goals because passive income isn’t connected to equity like in real estate or paper assets. In addition, business entrepreneurship is a great way to catch-up on your retirement goals if you’re behind on savings. But business entrepreneurship isn’t for everyone despite all the benefits. That why Brennan Dunn and I explore in this podcast episode the tricks and traps to this critically important asset class you may want to consider using in your wealth plan. Learn from our experience so you can decide what works for you. Brennan has developed several businesses in the six to seven figure range and will show you how to use this asset class to achieve your financial goals.
How to Buy Life Insurance Online the Smart Way
There’s more to getting the best deal on life insurance than finding a cheap, online quote. Just because your brother’s-wife’s-cousin or church friend is “in the business” doesn’t mean you’ll get a good deal either. Not even close. This ultimate guide to buying life insurance online reveals the 7 key factors to accurately calculate how much life insurance you need so you don’t overpay, how to match the right policy to your specific needs, plus 13 little-know tricks and tips that can save you a lot of money on life insurance. Discover insider secrets the life insurance salesman hope you never learn…
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