by Tom Wheelwright | Dec 26, 2013 | Wealth Strategy
I've been a long time believer in mentors and coaches. Kim Kiyosaki explains it well in her blog titled Why I Use Mentors and Coaches. Here's my favorite part of the blog: My coaches and mentors keep me on track, especially when things get uncomfortable. I know my...
by Tom Wheelwright | Dec 16, 2013 | Wealth Strategy
Some of the most popular questions I get are about IRAs and real estate: Can my IRA invest in real estate? Should my IRA invest in real estate? Do I need a checkbook IRA? There is a lot of bad information on this topic which is why I'm really excited about this...
by Tom Wheelwright | Dec 10, 2013 | Wealth Strategy
Tonight is my monthly live Q & A session for Ask Tom Live: Wealth Edition. Tonight's topic is about establishing the roles and responsibilities for your wealth team. A great (and necessary) tool to do this is the Kolbe A™ Index. It identifies a person's natural...
by Tom Wheelwright | Dec 3, 2013 | Wealth Strategy
So you want to use the cash value that has built up in your whole life policy. Do you take it out as a loan or take a withdrawal? My friend, Kim Butler, has a very information blog on what you should consider to determine which option is best for you. Click here to...
by Tom Wheelwright | Nov 22, 2013 | Wealth Strategy
I'll be honest, the stock market hasn't been my thing. But if anyone can change my mind, it's my good friend Andy Tanner. He's one of my fellow Rich Dad Advisors. And the way he explains how to cash flow paper assets is fascinating. You can see what I'm talking about...
