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

Demand No More Jargon or Lingo

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When Americans travel overseas the tendency is to talk s-l-o-w-e-r and LOUDER. It’s actually quite humorous to observe, but the results are futile.

When my wife lived in China she quickly realized that taxi drivers would default to nodding yes to English directions, or poorly spoken Chinese. After one long expensive circle around Beijing, she got help from the hotel Concierge who translated her destinations into Chinese.

This allowed her to navigate throughout China with confidence and peace of mind.

Most wealth planning is locked secretly behind legal jargon and financial lingo that leaves people confused or even worse headed to the wrong destination.

The financial and legal industry training is not training advisors to speak English to clients.

Personally, I am now left with regrets because my father did not have a trusted Concierge who could translate his challenges and opportunities into plain English.  Its not too late for you!

Who is your personal Concierge that is putting our biggest opportunities and most dangerous obstacles into plain language you can understand?  This allows you to make informed and confident decisions about the legal and financial solutions that will allow you to have greater confidence, peace of mind, and better results.

Do you know what to look for in a Wealth Planning Concierge? 

Access our new special report to learn more.

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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New Special Report Reveals…  

“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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“Life is really simple, but we insist on making it complicated.”

– Confucius

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Billion Dollar Business Secrets Revealed

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WILL YOU BE MY GUEST? 

Your are invited to join me for an incredible opportunity to go behind closed doors to learn the: “Business-Building Secrets of 45 Entrepreneurs Who Started and Sold Businesses Worth Millions”.

What if you could learn how 45 entrepreneurs took their business from scratch to over $100 million, not just once and do it again and again in the profit and nonprofit sectors?

Join me on Tuesday, July 22 in Chicago, Illinois for an exclusive presentation and gathering with Robert Jordan (pictured in the middle with my business partner Scott Noble and myself).

Robert Jordan is an Inc. 500 CEO and founded Online Access, the first Internet-coverage magazine in the world. After the sale of Online Access, Jordan launched two companies: RedFlash, an interim management team; and interimCEO/interimCFO, a worldwide network for interim, contract, and project executives.

Jordan interviewed 45 successful company founders and put their billion (with a B) dollar insights into a book, How They Did It: Billion Dollar Insights from the Heart of America.

The format of the event will allow every business owner to profit from their insights and avoid their biggest mistakes, whether you are at $1 million, $10 million, $100 million… or at a Billion already.

On Tuesday, July 22nd, in Rosemont, Illinois, 3 miles from O’Hare Airport, my Business Mastery Group has a unique opportunity to spend 90 minutes with Robert Jordan. Robert will be interviewed by one of my Business Coaches, Scott Keffer, which will be followed by a open time for questions, then every attendee will meet and get their picture with Mr. Jordan.

You will then go to dinner with me where I will facilitate conversation to mine the insights from the interview and discussion with Robert Jordan.

The private event starts at 3:30 p.m. on Tuesday, July 22 and includes dinner – the cost of the event and dinner is all on me.

ARE YOU ABLE TO JOIN ME?

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To Reserve a Seat or to Request more Information:

Contact Barry at 678-278-9632 or [email protected] to reserve one of the limited seats available for this live event.

Also receive a complementary copy of Robert Jordan’s book!

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The Cost of Bargains

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Deceived by a “Good Deal” 

My father was a car enthusiast.  He started with Cadillac and Lincoln and eventually graduated to Bentley and Rolls Royce.  Despite his ability to pay full price, the real excitement for him was in getting a “deal.”

When it came to estate planning, he looked at it through the same lens.  When he couldn’t find a specialist who would speak his language and understand what he really wanted he did what all his friends at the country club did – traditional planning.

In the end he not only didn’t get a good deal – he got problems and was robbed of taking advantage of opportunities during his lifetime.

And our family was left to straighten everything out paying more than three times what he originally spent on his “state of the art” estate plan.  It cost the family and his reputation far more than dollars could calculate.

Had my father known, what our family does now, he would have invested many times more to save on the losses – financial, personal and social – our family experienced and the lifetime opportunities he missed.  He simply didn’t know he had a choice.

You DO have a choice.  Most estate-transfer failures – even to a spouse – is NOT due to improperly prepared legal documents.  Ninety-seven percent of failures is due to broken trust, closed lines of communication, lack of a clear wealth vision, and not having a fully-integrated legal and financial plan.

Contrary to what you are told, failure is more likely when individuals and families follow the traditional financial and estate-planning process.  Don’t look for the “deal” in your planning… seek out a specialist who has a process that goes far beyond traditional planning.

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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DID YOU GET ACCESS TO THIS NEW SPECIAL REPORT?

“The Three Simple Steps To Master Your Retirement Planning And How To Avoid Running Out of Money When You Need It Most” 

  • 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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“I have found no greater satisfaction than achieving success through honest dealing and strict adherence to the view that, for you to gain, those you deal with should gain as well.”

– Alan Greenspan

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Avoid Unnecessary Costs

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Count the Costs… Beat the Odds 

What is failure? When it comes to people who have accumulated assets for retirement (wealth), one part of the definition of failure would include “the involuntary loss of control of assets.”

Once you’ve worked your whole life to achieve financial independence you have the option to make it last for generations; and yet, the odds are stacked against you in passing on wealth to future generations, ultimately resulting in “failure” in this sense of passing on wealth – money and beyond the money.

Joe Robbie was the owner of the Miami Dolphins and the stadium they played in that held his name, The Joe Robbie Stadium. After his death, the family was forced to sell assets, including the team and stadium, to pay the tax, which was due within nine months of his passing.  The cost was $47 million.

Beyond the money was the bigger cost that was unintentionally passed down with the tax bill… His son was reported in the news saying, “My dad’s planning was so bad that it couldn’t lead to anything other than causing friction between my sister and me.”

Dade County Circuit Court Judge Ronald Friedman added, “As much as Mr. Robbie produced for his children, I’m sure he’s turning over in his grave.”  A black eye to a well respected man’s reputation and his family.

This tragic and all too common story for people worth one hundred million to even one million is the three types of costs of failure in planning: First, there are taxes and fees upon death, that few people are aware, creating losses on their money; second (and more disturbing) the lack of integrated planning that leads to the breakdown of family and tarnished reputation; and lastly (and most disappointing), the cost of missing out on lifetime opportunities of being able to use wealth to live out and achieve dreams.

Know the costs – in lifetime and at death – related to ALL your assets and hire a specialist who has a proven process for creating an integrated plan that removes the costs so you can enjoy a lifetime and legacy of fulfilled dreams for you and your family.

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 ACCESS THIS NEW SPECIAL REPORT…

“The Three Simple Steps To Master Your Retirement Planning And How To Avoid Running Out of Money When You Need It Most” 

  • 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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How To Get Unstuck

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“Do you control your business or does your business control you?”

That’s a great question whether you’re an entrepreneur or executive.

Freedom comes as a result of controlling your business or career in a way that keeps you excited about going to work each day.  Or your freedom might come from selling the business or retiring early.

You might be thinking, “There is no way to walk away from the work I’ve spent my life building… It is the only thing I know.”

That is the challenge, but that prompts me to ask: How do you get a dog to let go of a dry bone?  The answer is give it a bone with meat on it.”

Your bigger “wealth purpose” is the bone with meat on it.

In discovering your wealth purpose, it may result in keeping you in your work, but doing it differently, or you may realize a bigger opportunity outside of your work completely.

Either way, freedom will only come once you understand very clearly your bigger wealth purpose.

Do you have this wealth purpose written down in black and white?  Is your money aligned with your purpose affording you the freedom to be energized about getting up every day?

You can afford to do this, but you can’t afford to wait.

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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SOON TO BE RELEASED REPORT…

“The Three Simple Steps To Master Your Retirement Planning And How To Avoid Running Out of Money When You Need It Most” 

  • 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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“Beware lest you lose the substance by grasping at the shadow.”

– Aesop

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Want to know more right now?

Go to, www.WealthWithNoRegrets.com to get a copy of Barry H Spencer’s highly-rated book, The Secret of Wealth With No Regrets.

Learn to enjoy your wealth doing what matters to you most.

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The Law of Diminishing Return

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The Law of Diminishing Return in essence states that too much of something (even a good thing) will eventually lead to reduced production.  Something we recognize more easily in others than we do in ourselves.

Over the years, I’ve met with too many business owners who reach a point in their businesses where they can say, “I’ve met and exceeded my dreams.”

And yet they keep on, even though the desire for the business is gone.  Why do they do it?

Sammy is a successful business owner who could have sold his business years previously.  But during our personal wealth planning process, he discovered he could better fulfill his purpose by keeping the business going… so he could give more money away to people and causes that he really cared about.

His business ended up serving his philanthropic purpose – but he needed to run it in a different way by hiring someone to oversee operations so he was free to mentor people and give much of the profits away.

What is your burning reason to keep going forward in your business?  If you’re not still enjoying it, your blessing has probably become a burden – and you’ve reached the point of diminishing return.

Sammy reached the point where he had enough for himself, was giving to his family as he desired but still had a surplus of wealth.  That surplus was going to go to the government or he could give it to causes he cared about.

When he was shown he had a choice and discovered his unique wealth purpose he was energized to make a difference as only he could do.

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.

—————————————————————-

SOON TO BE RELEASED REPORT…

“The Three Simple Steps To Master Your Retirement Planning And How To Avoid Running Out of Money When You Need It Most” 

Learn how to: Assess your current retirement preparedness; Know whether you are positioned best for future uncertainties; Clarify whether or not you have enough money to carry you through ALL your retirement years.

Click Here Now To Get Access To This New Report

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“The purpose of human life is to serve, and to show compassion and the will to help others.”

– Albert Schweitzer

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Want to know more right now?

Go to, www.WealthWithNoRegrets.com to get a copy of Barry H Spencer’s highly-rated book, The Secret of Wealth With No Regrets.

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When Success Leads to More 

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You may not feel wealthy but you are successful.

From a money standpoint, once you have accumulated over one million dollars in net worth you are among the three out of one hundred Americans who have achieved such financial success.

Being in this exclusive group of Americans was not a mistake and didn’t happen by accident… your have a bigger purpose.

To make that success count for something bigger you must shift your thinking from success to significance.

The fundamental ingredient to doing this is to create a shift in purpose from success purpose to significance purpose.

Here’s how you begin to make this shift in purpose.

Beyond the balance sheet identify one thing you can give back of your time, talent or experience to your family, the industry you’ve worked in and the community in which you live.  Write it down.

The answer is usually found in a career turning point or pivotal life lesson (often a difficult one).  This then points to the one thing you have to uniquely give back to those around you.

Your success and the money it has provided to you is the resource that allows you the freedom to live out this significance purpose.

Write down the one to three money components holding your back… Does it have have to do with your lifestyle – cash flow needs, having enough in retirement, costs to staying healthy, uncertainty of investment returns.  Or maybe it has to do with your legacy – how much money you can give to family and charity and still be okay.

Decide TODAY to discover and live your unique Significance Purpose.

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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Get answers to your questions about Retirement and Taxes… 

Soon to be released FREE special report: The 3 Simple Steps To Master Your Retirement Planning And How To Avoid Running Out of Money When You Need It Most.

To request this brand new report send an email to [email protected] or call 678-278-9632. 

Get your questions answered about your retirement plans…

Email [email protected] and put in the subject line “NEW REPORT” to receive your FREE copy of this report.

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The purpose of human life is to serve, and to show compassion and the will to help others.

– Albert Schweitzer

—————————————————————-

Want to know more right now?

Go to, www.WealthWithNoRegrets.com to get a copy of Barry H Spencer’s highly-rated book, The Secret of Wealth With No Regrets.

Learn to enjoy your wealth doing what matters to you most.

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Your Next Financial Move

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Jim is at a crossroad.  After 40 years, his highly profitable business- his passion in life – is still going strong. But with no successor within the family to take over his life’s work, what are his options for the future? He’s got some critical questions to answer:

How can I be sure I don’t miss my big payday?

Once I sell my business, what do I do with my time?

In other words, after all the success… What now?

Things are just more complicated than they used to be.  Starting out things were as simple as make enough money to survive then plan to sustain that success.  Though simple, there was clarity about what success looked like and a plan to make it happen.  Now that you have success it’s different.

You still need a plan – but now it’s a different kind.  What’s needed is a plan for your life and wealth.

It was a vision of the future, a mission to guide and a set of goals that drove your career success.  Its the same pieces that guided your success that are needed to direct your significant future now that you’ve achieved success.

And it really does begin with purpose… having a written list of what’s important to you.  “Not knowing” your unique wealth purpose isn’t the same as “not having” a significant wealth purpose.

Right now, write down three things that are fundamentally important to you about having money.

Your next move is to share those things with someone close to you – maybe a spouse, close friend or trusted advisor.

The most effective conversation you can have with a specialist about your wealth opportunities is to help you clarify what is most important to you.  To have conversations about the things that energize you to make a mark of significance on the people that matter to you most.

Who is helping you get greater clarity about what is most important to you about having money and the opportunities available for achieving what you want?

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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What Would You Enjoy Giving?

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Noblesse Oblige 

This French phrase (pronounced noh-bles-oh-bleezh) incorporates the idea that privilege entails responsibility.  It was used in reference to people of noble birth because they were the people at the time with an abundance of financial means and it assumed an individual had the responsibility to lead others.

In English, the term carries a broader meaning: Those who are capable of helping others have a duty to do so – and that usually means with money.

The missionary martyr James Elliot said, “He is no fool who gives what he cannot keep, to gain that which he cannot lose.”  When helping others the giver receives more than the giver – something that cannot be lost.

Assuming you knew you had enough for yourself and your family: What would you do for others? What cause would you apply your talents and exeprience?  What organizations would you support financially?

Let your imagination run wild about the dozens, if not hundreds of lives, who could be changed because you put your resources to work… Your wealth beyond the money working for the benefit of others.

It is the ultimate vision of your wealth responsibility brought to life!

Decide TODAY to Be More, Live More, Give More, and Do More… ENJOY your wealth and your life as you always hoped.  Don’t wait.

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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Feel Your Financial Planning

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If you knew that you had one day left to live, who would you enjoy your final hours with and what would you be doing with them?

What if the feelings—those emotions—around the moments that matter most to you drove your wealth planning? This is the hidden secret to getting excited about planning.

Wealth is more than money.  It’s not just about what you can do or have to do, but it’s about what you want to do. And you accomplish this when you connect your heart to your planning options.

When you start with the emotions behind having wealth, more planning strategies become available – strategies you’ll get excited about taking action on. Then you’ll experience more confidence and greater freedom.

A couple questions to consider:

What might you decide differently in your planning if you consider your relationships more carefully and deeply?

What could you do differently if you were able to use your abundant resources while you’re aliveto fulfill your deepest desires?

Don’t wait to make the investments that matter most to you. When your heart is involved in planning, it enables you to act with more confidence and assurance right now, and your heirs and the charities you care about will all benefit from it.

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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