Team

Is Your Financial Team Equipped To Minimize Your Taxes Under the New Tax Cuts and Jobs Act?

Is Your Financial Team Equipped To Minimize Your Taxes Under the New Tax Cuts and Jobs Act?

Is Your Financial Team Equipped To Minimize Your Taxes Under the New Tax Cuts and Jobs Act?

Welcome to part 2 of our series on “Making the Tax Cuts and Jobs Act Work for YOUR Business.” We’re looking at survey results from small business owners and showing you how to navigate past any bad information that’s currently circulating through the financial world… So you can take full advantage of new tax laws,…

TRUMP TAX TRAPS EXPOSED: Why Having a GREAT Tax Team is More Important than Ever for Small Business Owners

TRUMP TAX TRAPS EXPOSED: Why Having a GREAT Tax Team is More Important than Ever for Small Business Owners

TRUMP TAX TRAPS EXPOSED: Why Having a GREAT Tax Team is More Important than Ever for Small Business Owners

You’ve heard that the newly proposed GOP tax plan is set to slash taxes for millions of individuals. And you’ve likely heard that it is “business friendly.” But as a small business owner, the only question that really matters is: “Will this new tax plan save ME money?” It very well might. But there’s also…

The Simple Formula that Gives You Superpowers to Accomplish Anything You Want in Life (and make it stick)

The Simple Formula that Gives You Superpowers to Accomplish Anything You Want in Life (and make it stick)

The Simple Formula that Gives You Superpowers to Accomplish Anything You Want in Life (and make it stick)

If you were given a single superpower to accomplish anything you want in the next year, what would it be? Double revenues? Triple profits? Quadruple your investments? Six months savings stored up? Fully functional Cash Flow Bank set up? Or maybe you just want more freedom. Freedom to take a month-long vacation without worrying about…

The 5 Critical Questions to Ask Before You Ever Work With a Financial Advisor

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The 5 Critical Questions to Ask Before You Ever Work With a Financial Advisor

This is Part 7 of the Financial Health Accelerator Series on “Money and Investing.” In this private conference call, Garrett reveals five questions you can use when interviewing a prospective Financial Advisor to make sure you only get A-players on your financial team. Why this matters… If you are hiring someone for your business, you…

How to Pick a World-Class Tax Professional (or Rate Your Existing CPA)

Garrett's Tax Refund Check from Past 3 Years

How to Pick a World-Class Tax Professional (or Rate Your Existing CPA)

This is Part 6 of the Financial Health Accelerator Series on “Money and Investing.” In this private conference call, Garrett reveals the questions you can use when interviewing a CPA or Tax Professional to make sure you get world-class treatment. Why This is So Important… You know the saying… “The only two certainties in life…

How to Fund Your Kid’s College… Without Breaking the Bank

How to Fund Your Kid's College... Without Breaking the Bank

How to Fund Your Kid’s College… Without Breaking the Bank

This is Part 5 of the Financial Health Accelerator Series on “Money and Investing.” In this private conference call, Garrett reveals how you can fund skyrocketing educational costs without sacrificing your long-term success or security — whether it’s your own education, your kid’s college or even if it’s to help out your grandkids with their…

Beyond Dave Ramsey — Live Wealthy NOW Without Jeopardizing Your Future Security & Prosperity

Beyond Dave Ramsey — Live Wealthy NOW Without Jeopardizing Your Future Security & Prosperity

Beyond Dave Ramsey — Live Wealthy NOW Without Jeopardizing Your Future Security & Prosperity

This is Part 4 of the Financial Health Accelerator Series on “Money and Investing.” In this private conference call, Garrett reveals how you can Live Wealthy Now without sacrificing your long-term success or security. Or, download the audio file Download the Living Wealthy Checklist here (this has the questions Garrett references on the call) Your…

Maximize Your Investment Performance by Focusing on Cash Flow

Maximize Your Investment Performance by Focusing on Cash Flow

Maximize Your Investment Performance by Focusing on Cash Flow

This is Part 3 of the Financial Health Accelerator Series on “Money and Investing.” In this private conference call, Garrett reveals why investing for Cash Flow is critical for long-term success. Or, download the audio file Download the Long-Term Investments Checklist here (this is what Garrett references on the call) 3 Huge Investing Mistakes and…