Boomfish Wealth Group, LLC
(678) 278-9632
12600 Deerfield Parkway Suite 100
Alpharetta, GA, 30004
U.S.A

You Have Money… Now Can You Keep It?

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What do Wayne Newton, Mark Twain, and MC Hammer all have in common? They all declared bankruptcy after amassing a great fortune through their trades and talents. Their cautionary tales seem to prove one commonly held belief to be true:

Making money is not the hardest part—the hardest part is holding on to it.

 

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Who Are They Really Serving?

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What happens the moment you drive off the lot in your new car? You ask yourself:

“Am I really getting a good deal here?”

When it comes to buying a new car, it’s hard for either party to be truly objective. As the customer, that new car smell lures you in, beckoning you to make a rash decision so that you can drive home behind that shiny new wheel. And it seems, the salesperson simply wants to maximize his commission, sometimes by any means necessary.

It’s hard to be objective about some decisions, and especially decisions that have to do with our wealth. Wealth is a personal issue, and that’s why you need a person who can objectively assess your situation by asking the right questions that draw out the deeper motivations of your desires. That way you can pursue opportunities and overcome the challenges that trouble you.

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It’s No Small Decision

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If you are married or have ever been married, you probably went on many dates with your spouse, or at least spent a considerable amount of time together before deciding to get hitched. For me personally, I courted my wife with runs together in the park, swing dancing, and long meals. September will be 15 years!

Marriage is a big decision, because it affects every single part of your life after you say the words, “I Do.”

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How Much Is Enough… For You?

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Norman Rockwell is one of the painters I had around my house growing up.  The one pictured here is one of his most famous, “Freedom from Want” and depicts a family having all they need.  What strikes me most is that the setting isn’t elaborate. It’s simple, relational, and cheerful.

The ideals this image conveys sets the stage for three critical lifestyle and legacy questions.  These three questions when answered shape what your Norman Rockwell “Freedom from Want” looks like for you.

The first question is: How Much Is Enough for Me?  In other words, how much money do I need to keep for my spouse and me in order to maintain our desired lifestyle?

That may seem like an overly simple question when we are taught that we can have just about anything in this world we want.  For many of you reading this there probably aren’t many things you truly want and don’t have.  If that’s true, that makes this question even more crucial.

When it comes to answering the question, it is probably less than you think.  Most likely, the answer for you is somewhere between the two extremes of never having enough and giving away everything.

Right now, write down an amount of money that you think matches the lifestyle you feel is appropriate for you to live.  To consciously quantify the amount creates the opportunity to do serious planning that accomplishes your heart’s deepest desires in life.

Now take this to the next level by discussing this amount with your spouse.  Did the two numbers match up?  And what did you learn from the conversation that resulted?  Send me a note to let me know what you discovered, [email protected].

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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FREE Retirement Special Briefing…

Income & Estate Tax Reduction

Could you live well and as planned with a 50% cut in retirement income?

Just when you think you’ve done all you can do to position your money to benefit you and your family to fulfill your lifelong vision… there is something new that comes along that changes everything.

Thursday, January 29 at 11:30 a.m. or 5:00 p.m.  Seats are FREE but limited.

Click Here To Access This Valuable Information

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“I try to give to the poor people for love what the rich could get for money.  No, wouldn’t touch a leper for a thousand pounds; yet I willingly cure him for the love of God.”

– Mother Teresa

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The BETTER Way To Learn

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I love watching my eight-year-old and five-year-old play on the play ground.  They run and storm across the jungle gym with little regard for the downside of making a mistake.  When they fall, it hurts – them and me.

They do learn how to approach the challenge differently the next time.

Some say that experience is the best teacher.  Certainly there are certain lessons in life that can only be learned by personal experience.

However, the better teacher is the experience of other people.

This is never more true than when it comes to getting wealth preservation right.

This is one area of life where there are no second chances, and learning from personal experience can lead to too little time to overcome the “bumps of bruises” of falling short.

Unfortunately for my father, and our family, personal experience became our teacher in this critical area of life.  But our experience is NOW the teacher for many families with success who care deeply about getting things right for their family and legacy – far beyond the money.

What is the one thing that could happen to your family and legacy as a results of having wealth that if it did happen, would lead you to have regret?

Go ahead, think it. Now write it down.

Share it with a spouse, a friend, a confidant.  Share it with me.

Send me an email, [email protected].

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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LAST DAY To Order for Christmas Deliver:

The Secret of Wealth With No Regrets book signed by Barry H Spencer and personalized – On orders of 5 copies or more.  JUST $99 and includes Shipping and Handling.

ORDER BY TUESDAY, December 16 to guarantee Christmas delivery.  Email your order to [email protected].

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“If you fail to plan, you plan to fail.”

– Benjamin Franklin

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Let Go To Gain More Control

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The lack of control is dominant in other countries.  For instance, arranged marriages still happen in other countries.  However, this seems absurd to Americans who find every way possible to get more control of our lives and futures.

We want more control of our wealth too. Once you’ve accumulated enough money to have some measure of wealth – however you would define that for yourself – having more control of it results from letting go… first, in the way you think about it.  Second, in the way do things, which leads to more control.

For instance, you must stop thinking of wealth preservation as a business decision.

When my daughter was two years old she dropped her golf ball into a vase and reached her hand in to retrieve it.  Successfully she gripped the ball with her hand, but when she tried to pull it out, she couldn’t.  Now her hand with her fingers wrapped around the ball were too big to get through the opening.

My wife had to teach her that the only way to get the golf ball and her hand free was to let go of the ball first.  Then she tipped the vase and the ball rolled out.  My daughter got what she wanted and learned a new way to make it happen.

Ironically, in order to gain control of your wealth and future, sometimes you first have to let go and find new perspectives.

Begin to think differently about your situation (which will lead to new actions), by asking these question: What is the one frustration or concern that is holding me back from feeling in more control of my wealth and future?  What would happen for me personally if I had a resolution that made sense to me?

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement”

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

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“Only you can control your future.”

– Dr. Seuss

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The Economy You Control

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In these volatile, uncertain times, there doesn’t seem to be much left for which we have much control.  There are aspects we can’t control such as the attitudes and behaviors of others.  On the other hand, we can control our attitude and how we respond to the events around us.

When it comes to your personal wealth you have more control than you might think.  Control IS first a choice.

You’ll hear the media go on and on about all you can’t control saying, “Oh the economy,” or “If not for the politicians.”

But that is The World at large and Your World – your Personal Economy – can be what you choose it.

Control, in its most positive sense, results from understanding and using programs, solutions and strategies that fit your DESIRES and NEEDS.  Yes, it starts with YOU knowing what YOU want.

If YOU decide what YOU want YOU are on the course to more control and can design the future you DESIRE.  This diminishes the effect of The World at large has on you and results in greater peace of mind and personal freedom.

Do you KNOW what YOU want?  That is the first most critical step.

Start with answering this question: What are THREE things I’d do with my wealth if I knew I could that would not only give me great pleasure, but if I don’t do them would result in great regret?

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement”

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

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“O, it is excellent to have a giant’s strength, but it is tyrannous to use it like a giant.”

– William Shakespeare

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Be Intentional with Your Legacy

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Inspiring a legacy 

Dick was the owner of one of the largest recreational vehicle retailers in the country.  He had asked the youngest of the three children, Loren, to work in the business. But Loren wanted to build a career of his own.

After a number of years Loren changed his mind accepting his father’s invitation.  Then he started in the business with the only job an owner’s kid should, in an entry-level position.  Gradually he earned the respect of his co-workers and quickly gained greater responsibility.

The foundation of Loren’s success was established by his father at an early age teaching sound principles of honor, respect of others, hard work and stewardship.

It’s never too early – or to late – to inspire your heirs with sound principles of success.

It was just in time for Loren and his father. Dick was an avid runner when he was diagnosed with terminal pancreatic cancer.  At 58 years old, while Loren was just 30 years old, he was given just weeks to live.

Today the business is thriving with Loren at the helm and he continues to inspire his three young children with the same sound principles of success.

The right time and best time to inspire your heirs is TODAY!  Nobody is guaranteed tomorrow.  What is the one message or lesson you’ve been putting off teaching, inspiring, encouraging?

Do it now – pick up the phone, write a note, go to lunch… Take Action.

Loren is so glad his father did.

Learn about setting up your family for generational success at our next special briefing this Thursday at 11:30 a.m. or ONLY AT 5:00 p.m. and ONLY TWO seats remain.

Go to www.specialbriefing.com, or email [email protected], or call our office at 678-278-9632.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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TODAY Is The Last Chance To Take Advantage of our FREE Special Briefing… 

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement” 

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Seating for 11:30 is SOLD OUT.  Only 2 Seats Remain for the 5:00PM Session. 

Click Here To Access This Valuable Information

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“Build your own dreams, or someone else will hire you to build theirs.”

– Farrah Gray

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Take Control of Your Money

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To steward and decide what’s best for you, your family and your future… and remove what potentially stands in the way.

Jim and Marge attended one of our retirement briefings and they took advantage of our free 57-Minute Retirement and Lifestyle Freedom Conversation.  They were in the office this week to talk about their more confident retirement future and mentioned,

“The advisors we’ve had for years just keep telling us we’re ‘all set’ but it made us feel uneasy because we haven’t felt ‘all set’… and if we really were ‘all set’ as they kept trying to convince us, they would have proven to us – which they never did.”

They are all set now and we’ve not only proven it to them they’ve proven it for themselves.

Would you like to know you’re “all set”?

Take the easy first step that Jim and Marge did and attend our next retirement briefing for the latest on how to create a tax efficient and more confident retirement.

Perhaps you’ve attended previously, but need to hear the latest information on tax reduction and retirement to better know whether or not you’re all set – you can attend again.

Or maybe when you attended you wished you had brought your spouse, co-worker, friend or neighbor with you to take advantage of the valuable tips – attend together.

Take advantage of this latest opportunity while a few of the limited seats still remain for our special briefing next Thursday, October 9th at 11:30 a.m. or 5:00 p.m.

Go to www.specialbriefing.com, or email [email protected], or call our office at 678-278-9632.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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Time Is Running Out To Take Advantage of our next FREE Special Briefing… 

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement” 

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Seating is limited and is filling up quickly… find out more. 

Click Here To Access This Valuable Information

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“Freedom begins the moment you realize someone else has been writing your story and it’s time you took the pen from his hand and started writing it yourself.”

– Bill Moyers

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Which “CEO” Are You?

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Two CEOs are better than one! 

There are two CEOs in most wealthy families.  There is the chief executive officer, and the chief emotional officer.

The chief executive officer understands the assets and financial make-up of the wealth; the chief emotional officer is in touch with the relational influences of wealth on lifestyle and the family.

They need each other for their different perspectives, but too often the chief emotional officer isn’t part of the planning process.

The chief emotional officer has a feel for how much money is being spent on lifestyle, has a pulse on the family dynamics and a vision for giving back.

When the chief emotional officer is left out of the financial decision-making there tends to be a lack of communication leaving family members to speculate from their own grid of experience and personal biases — and speculation is dangerous.

Lifestyle shortfalls, family conflict, inheritance catastrophes and more can be avoided by involving the chief emotional officer in the planning process and opening up the lines of communication between both CEOs.

To supercharge the effectiveness of planning use a third-party wealth specialist who can artfully navigate conversations with the two CEOs about lifestyle, family and giving.

When both CEOs are part of the retirement and wealth planning process the outcome is greater peace of mind, confidence and real understanding.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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Last Chance to get our New Special Report Revealing… 

“How To Pay Less In Taxes and Prosper With More Money To Spend In Retirement” 

  • Discover the Three Crucial Elements For Your Retirement Plan To Win In The New Economy.
  • Learn How To Overcome The Five Major Roadblocks To A More Prosperous Future.
  • Avoid The Risks of Higher Taxes, Increase Cost of Living, and Uncertain Market Conditions.
  • Plus, The Retirement Readiness Scorecard!

This brand new report is available for a limited time only… get your access today!

Click Here Now To Get Access To This New Report

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“When you’re building a business or joining a company, you have to be transparent; you can’t have two sets of information for two sets of people.”

– Howard Schultz

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