Financial Planning Wisdom

Why Don’t Most Financial Planners Plan Finances?

“If you don’t know where you are going, you will wind up somewhere else.” – Yogi Berra What do you call a financial planner that does not plan finances? I know that sounds funny. But it is an important topic to understand. Most people assume that when they hire a financial planner, they’re getting a…

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Financial Advice or Financial Quackery?

“You gotta be careful if you don’t know where you’re going, otherwise you might not get there.” – Yogi Berra How can you tell whether financial advice you receive is real financial advice or financial quackery? Much of what happens in the financial industry is financial quackery, but because the common methods are familiar to…

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Rempel Maximum – The Story of Joe & Rich

How can your life really be different if you focus on maximum wealth-building principles? It’s not about the money. It’s about your life. This story is an extreme version of the life of an ordinary person managing his money exceptionally. The concepts are in my last post, “Rempel Maximum – 5 Steps to Becoming a…

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Rempel Maximum – 5 Steps to Becoming a Multi-Millionaire

Remember the show “Who wants to be a millionaire?” Are you the kind of person that wants to build some serious wealth? Live an exceptional life? Be financially free? I don’t mean just a comfortable amount. I mean a lot – like being a multi-millionaire. The truth is, average people can become very wealthy just…

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3 Principles of Successful Investors (UPDATED)

“There are some people who, if they don’t already know, you can’t tell ’em.” – Yogi Berra Are you one of those investors for whom things just seem to always work out well?  Getting superior long term returns seems to take little effort. Whatever strategy you use seems to eventually work. You don’t spend much…

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When Can I Retire With the Lifestyle I Want?

When can I retire with the lifestyle I want? That’s the #1 priority for our clients—based on my experience creating thousands of financial plans over the last 25+ years. They want financial freedom. It’s what we all really want. But you need a retirement plan to get there. It won’t happen on its own. Creating…

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