by Tom Wheelwright | Dec 10, 2007 | Wealth Strategy
So it's been a week since I started my diet. Thanks for all of your positive comments to me and encouragement so far. I am happy to report that after one week, I am down almost 2 pounds. That means I have accomplished 15% of my goal in just the first week. And I owe...
by Tom Wheelwright | Dec 4, 2007 | Wealth Strategy
Yesterday, I opened myself up to the world and committed to being accountable for my weight to you. Today, I answer the question of what being accountable for my weight has to do with you and your wealth. The answer is quite simple. In order to achieve ANY goal, you...
by Tom Wheelwright | Dec 3, 2007 | Wealth Strategy
Some of you know that a couple of years ago I lost a serious amount of weight. I went from 212 lbs to 172 lbs. It's never an easy task to lose 40 pounds, but especially not when you are in your late 40s. Yes, it took a lot of will and determination, but it took one...
by Tom Wheelwright | Nov 30, 2007 | Wealth Strategy
This is a question I get frequently from clients. They want to know when to change their position in an investment, i.e., when to buy more or when to sell. At ProVision, we are not investment advisors, so we don't give specific investment advice. However, as...
by Tom Wheelwright | Nov 26, 2007 | Wealth Strategy
The WSJ wealth blog recently featured an article about Wealth Fatigue Syndrome. This problem occurs when people spend more and more money on “things” and find that they get bored with their things and need more things. Unfortunately, this problem is not...
by Tom Wheelwright | Nov 23, 2007 | Wealth Strategy
The other day I was doing some wealth training with our ProVision employees. We were talking about Internal Controls. One of our employees mentioned that it seemed like Internal Controls were not just about preventing embezzlement and theft, but about all negative...
by Tom Wheelwright | Nov 14, 2007 | Wealth Strategy
One of my favorite activities is to attend the Rich Dad staff meeting. I really appreciate Robert allowing me to come. He has a way of opening my mind to new ideas that I cannot really describe. He is definitely on the cutting edge of whatever he does and constantly...
by Tom Wheelwright | Nov 1, 2007 | Wealth Strategy
Yesterday I had the opportunity to volunteer at Deseret Industries in Mesa, Arizona. Deseret Industries, or DI as it is frequently called, is similar to Goodwill Industries and is a depository for used clothing, furniture, appliances and other household goods. All of...
by Tom Wheelwright | Oct 17, 2007 | Wealth Strategy
I was recently asked the following question: Tom, in your Tax Strategy CD/DVD example of real estate investments, you used sale prices of $200,000. I live in S. Calif. This wealth building example doesn't quite come close to home prices here. In fact, I can't really...
by Tom Wheelwright | Oct 10, 2007 | Wealth Strategy
In our cd, “What Your Financial Planner Will Never Tell You,” my partner, Ann Mathis, and I discuss the idea of the velocity of money. The example we use is real estate. The natural question that I am frequently asked is whether you can create velocity in...
