“Too good to be true”

December 27, 2009

I have always enjoyed the holiday season for many reasons, the main one being the chance to be surrounded by family and friends.  The question that seems to be the staple coming from those that I haven’t seen very often throughout the year is “what are you up to?”  I love taking this opportunity to tell whoever is asking that I’m helping people establish personal banking systems so they can effectively create wealth without putting their money at risk.

As I explained this idea of becoming your own banker to a family friend I wasn’t surprised when he became very skeptical about the idea of never losing money.  His words were “sometimes the things you hear about that claim to never lose money are too good to be true.”  This is one of the mind traps that must be overcome when understanding the banking concept.  For years and years financial gurus and advisers have made us believe that there is no possible way to get rewarded without placing your money at risk, and that anything claiming otherwise is a scam.

I urge you to take a look at this brief video that explains the basics of becoming your own banker.  After you understand how being on the right side of the banking equation plays a huge role in your financial future leave a comment or head over to my site at www.thebankingconcept.com to contact me and I’ll explain more about the myth behind the statement ‘no risk, no reward.’

New book now available!!

November 16, 2009

discovering hidden treasures

Head over to my website to pick up a copy of the new book!  available in hard copy or PDF.

here is a little write up about the book:

We live in a new financial world where much has changed, yet most advisors are still peddling the same old stuff. They preach asset allocation, diversification, risk-tolerance, and all the other buzz words of traditional methods that frankly are NOT working. People are postponing retirement, or having to live on much less than they had anticipated. The stock market and real estate have changed dramatically. It’s time to assess what you are doing.
Inside this book you will learn about hidden treasures of knowledge which will help you see how to create, retain, and transfer wealth. These are methods and strategies not often taught in the financial community, but can assist in handling many financial concerns.Questions like:

What is going on in the economy and how does it effect my financial plan?
How is best to save for retirement?
How can I jump-start my retirement?
How can I create additional tax advantages?
Where is the best source for financing my personal and business needs?
How can I protect my assets and pass them efficiently to my heirs?

These and many more questions will be answered as you read through the book. You will find it easily understandable and full of common sense.