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Site title: The Lifestyle Investor: Cash Flow Investing for Passive Income
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It’s not about reaching a net worth target or building a substantial bank balance that makes you financially free. It’s not even a milestone you reach after 30 years of grinding. Freedom is a perspective. It’s a state of being.
It’s the moment when mon...
A saying I’ve repeated for years is, “It’s about the jockey, not the horse.”
In investing terms, a jockey is a sponsor — the person or team who runs the deal. Having been both an investor and a sponsor myself for decades, I can tell you this: a good jockey can save a bad deal, but a bad jockey can ruin a good one.
This is one of the most important lessons you’ll...
What comes to mind when you hear the words “whole life insurance? You may think something along the lines of, “What a horrible investment — just another sales pitch.”
But that’s only half the story.
By understanding how policies actually work, they stop looking like weak investments and become powerful financial foundations-the kind that the wealthy rely on quie...
