Harness the Waves
I’m out by the ocean after one of my masterminds in Huntington Beach, California. Looking at the waves, you could think of the rip currents underneath as obstacles, barriers, or dangers to watch out for… Or […]
Author: AlexLerma
Stress Testing Your Financial Models
When was the last time you stress tested your models? Let’s break it down into personal life, business/practice, and investment models. We live in a time with a lot of volatility in our economic cycles. […]
Who Are Your 5?
Do you know who your five are? I’m talking about the five people in your life who have your back (and you have theirs). Yes, you’re smart and you’re not afraid of work. But you […]
The Other Mayflower
Four hundred years ago, two ships began the journey to a new world. 300 miles out to sea, one sprang a dangerous leak, forcing a hasty return. The already sea-weary passengers were faced with a […]
How Much is Enough?
I want to give you an anonymous case study today: This person is probably about 45-50ish, with kids at home and a combined household income of $850,000. He wants to get up to a yearly […]
Orchestrating Your Wealth is NOT a Second Job
Dr. Jim Dahle, blogger and owner of White Coat Investor, recently said that orchestrating your future wealth is like having a second job. Since it’s difficult to keep up with that “second job,” run your […]
Change Your Environment
Great technicians rarely have real freedom in life. Why is that? Being an artist in your expertise – your skill sets that you went to school for and trained arduously for – can be a […]
Do You have a Business or a Job?
Most of you have worked hard for many years to get your degree, open your practice, and start making money to improve your lifestyle. But here’s the problem: for most professional practice owners (health care, […]
Becoming Vulnerable
How do you get clarity on where you want to go and get the help you need to get there? I’ve found that just trying to figure things out on my own is not a […]
Tax Deferrals
I want to bring you a message about taxation today. There are a lot of tax strategies and schemes out there – “helping people save today by deferring current taxes until later.” Considering the law […]
