Archive for February 2011

Meet Tom Stanley of High Rise Investments: My Client for Season 2 of The Invested Life

Podcast Powered By Podbean How would you feel if you lost $500,000 in ONE day and later have to deal with reinventing yourself from life after bankruptcy?  Could you imagine what you would have to deal with financially, emotionally and personally?  Well, Tom Stanley persevered and did just that.  Today, he owns High Rise Investments,... Read more »

Saving for Retirement: Avoiding the "Bubbles" by Understanding the Three Homes for Money

Saving for Retirement: Avoiding the "Bubbles" by Understanding the Three Homes for Money
Have you wondered why there are “bubbles” in our economy?  Have you wondered why these “bubbles” ultimately burst causing people to lose money?  This is because money needs a home.  Money needs a place to grow, combined with tax advantages and a positive rate of return, that later in life we can support the lifestyle... Read more »

Mortgage Refinancing: In Rahm Emanuel We Need Not Entrust [VLOG]

Mortgage Refinancing: In Rahm Emanuel We Need Not Entrust [VLOG]
Ok, ok…congrats Rahm Emanuel for winning the Chicago mayoral election!  Nothing personal, but the economy of my own home and strategy to financial independence does not rely upon whether you raise taxes or facilitate making Chicago the greatest business city in America (although I think it already is). I sat down with friends of mine... Read more »
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Stable in Santa Fe - The Invested Life SEASON ONE FINALE

Stable in Santa Fe - The Invested Life SEASON ONE FINALE
For the season finale (episode 6), Tom takes me out hiking on a trail in the Santa Fe mountains at 9,000 feet!  Talking about money as such high altitudes has me short of breath…probably why we are here so I can shut up and enjoy the view! LOL! When we do not understand something, our... Read more »

The Invested Life Video Blog #5: Get Your Financial Swagger ON!

The Invested Life Video Blog #5: Get Your Financial Swagger ON!
It is hard to ignore negative financial news today which may create a sense of HEIGHTENED RISK. You’ve seen people who years ago were doing well and now, having a healthy slice of humble pie. In my opinion, carrying a MINDSET OF WORRY and FEAR, IS in ITSELF a RISK! While coaching up Tom through... Read more »

Hitting a High Note - The Invested Life Season 1 Episode 5

Hitting a High Note - The Invested Life Season 1 Episode 5
Tom agrees to protect the income generating resource he has, which is his ability to sing.  How?  He is looking into voice and/or disability insurance to provide him the cash he needs in case he cannot step on stage to perform for an extended period of time.  This way he doesn’t have to dip into... Read more »
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Dani Johnson of Secret Millionaire on The Oprah Show

Podcast Powered By Podbean Lana Pipkins tweeted me this yesterday, “Dani Johnson: homeless at 21 to a millionaire at 23<< Have U heard this story? http://bit.ly/e8o5h7 #AgainstAllOdds”  Of COURSE!  Thanks for reminding me to blog about this Lana! Tag-team!! It’s always great to see what God-lovin’ and God-honorin’ entrepreneurs are continuing to do, especially in today’s... Read more »

Matt Sapaula Visits "The Jarrett Payton Show"

What properly raised, Chi-town kid doesn’t know the name “Payton”?  Growing up playing football, the legacy of the legendary ’85 Bears still stirs the Chicago soul and is the standard to which any sports team in this city is compared to.  This morning, I have the opportunity to visit with such a legend.  The spirit,... Read more »

The Invested Life Video Blog #4: Putting Compound Interest on Your Side

The Invested Life Video Blog #4: Putting Compound Interest on Your Side
Making Your Money Work for You involves two components. Saving Systematically Investing Smartly In this first season, I’ve coached my client Tom, about considering SAVING 20% of what he makes.  That’s because in a little over a year, his contract as an opera singer runs out.  No contract, no money.  Financial plans fail, for lack... Read more »
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Calling for Backup - The Invested Life Season 1 Episode 4

Calling for Backup - The Invested Life Season 1 Episode 4
Tom has come to the decision to taking bold, financial action.  He wants to know how to properly invest his money in the stock market.  Therefore, I set up a meeting between him and investment advisor,  Ed Butowsky.  Ed happens to be in the Santa Fe, NM area while meeting with other clients and does... Read more »