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

The One Time It’s Okay to “Give Up”

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Harold Turner held tightly to his business right up to the end. He was afraid to give up any ownership of the thing he’d worked his entire life to build.  When he passed away, the business became a windfall for his oldest daughter, Sally, when she took over both ownership and control.

She didn’t understand how to operate the business or why he did things the way he did (even though she had been working in the business for a number of years)… and it took only three years for the business to no longer exist.

The wise thing to do is to pass on the ownership without giving up control.

There are proven planning tools and techniques that allow you to transfer ownership, and yet retain control as long as you need or want it for your lifestyle and income.  In doing that, you’re also able to train the next generation to be owners in the process.  As you give, they learn.

Giving slowly to the heirs tests their character and ability, and demonstrates your confidence in them.  If the heirs manage the business and themselves well, add to it.

Transferring ownership sooner than later can open up a world of opportunity for you and your heirs. It’s beneficial in helping to eliminate estate taxes and reduce capital gains and income taxes.  Even more beneficial is the potential of what can happen in the relationships you care about most.

Take control of your wealth by making necessary decisions now.  Transfer ownership, but maintain control and accomplish more than you dreamed possible.

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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“If everything seems under control, you’re just not going fast enough.”

– Mario Andretti

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Right Coach, Right Results

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I’m not a big pro football fan, but I enjoy watching the great teams play. They march onto the field with such confidence.  They know exactly what they want to accomplish. They are united around a clear plan to win.

Too few people march into retirement with the same level of confidence or a clear plan to win.

In retirement planning you are the owner of the team.  And your most important decision in retirement planning is hiring the right coach who will work with you to put your retirement game plan together so you win with confidence.

Here’s a few of the key elements you should look for in that retirement coach: Help you create and focus on your unique retirement wealth vision and goals more than industry products and solutions. Provides results through a proven process to get results. Personal experience with wealth, which is more important than industry designations. The ability to put complex ideas into simple understandable language.  Lastly, a specialist in solving your biggest concerns.

 Hire the right retirement coach or specialist and your confidence will abound.  Hire the wrong coach or go-it-alone and you run the high risk of losing the retirement game and the money you thought you’d have to spend in retirement.

Where is your confidence level in achieving your most desired retirement future? 

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 Retirement Readiness 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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“Coaches who can outline plays on a black board are a dime a dozen. The ones who win get inside their player and motivate.”

– Vince Lombardi

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More Options, Not Less

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What do more options provide you?  More choice. More possibilities. Potential for better outcomes.  We want more options in our cars, our phones and in our business.

Yet most limit their options for protecting, preserving and passing on their wealth in the most economical, tax-efficient and family-friendly way possible by:

  • not dealing with it soon enough
  • limiting the input to their own
  • doing what everyone else does
  • short-term thinking
  • using traditional planning

Exploring and understanding more of the options on the front-end allows you to narrow the options toward the back-end when you are making decisions.

The secret to getting better results is having a better funnel on the front-end for all the options to be sifted through which increases your confidence about the decisions you make later… which leads to better results you can be more confident about.

You know you have made good informed decisions when the result of the decisions give you greater confidence, and sleep at night peace of mind.

Take this quick self-test about your wealth, retirement and future.  On a scale of 1 to 10 with 1 being awake at night worry and 10 being always sleep at night and awake by day peace of mind — What score would you give yourself about how you feel about your present situation?

Scroll down to access our new special report that tells you how you can have greater peace of mind no matter where you’re present situation has you today.

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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How to know for sure your retirement dreams will be a reality for YOU and your family… 

“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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“We are more easily persuaded, in general, by the reasons we ourselves discover than by those which are given to us by others.”

– Blaise Pascal

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Do You Know Where You’re Headed?

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If you set out on a cross-country road trip to some of America’s greatest destinations, wouldn’t you enter the desired destination or destinations into your GPS to be sure you got to where you wanted to go? – Only if it matters where you end up, right.

This kind of common sense guides all kinds of good decisions. But for some reason, it fails to guide most wealth and retirement planning. decisions.  This could explain why seven out of ten estate transfers ultimately fail to deliver on desired outcomes.

And less than two out of ten of the failures are due to legal, tax, accounting and improperly drafted estate documents.

Here’s the craziest part – this failure is almost 100% preventable and it impacts retirement lifestyles more than people realize!

The first step and the most overlooked step that is the source of most failure is the lack of clearly known “planning GPS coordinates.”  It’s the clear and precise coordinates that are needed in order to ensure there is absolutely no question that you will lead your deserved retirement lifestyle and create a beneficial legacy for family and causes that matter to you deeply.

Effective wealth and retirement planning is first and foremost about having a clearly defined destination.  Do you have your clearly defined wealth destination written out?

To help you get started, write down the three “must have” retirement results for you, and your family.  Think about it this way, if you didn’t get these three results you’d end up with regrets.

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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How to know for sure your retirement dreams will be a reality for YOU and your family… 

 

“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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“It’s hard to be aggressive when you’re confused.”

– Vince Lombardi

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Turn Dreams in to Reality

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After my father passed away and the smoke cleared from the mess of settling his estate I came to a sobering reality: Most of my father’s dreams for giving back were left unrealized.

Like so many, he had out-grown his legal, tax and financial advisors leaving his dream financial contribution unrealized.  Giving back financially was more important to him than they every came to realize.  (And had they taken the time to get to know just how much giving back of his money and time mattered to him they would have come to that realization).

The unfulfilled dream was compounded now when he passed away by not leaving my mom the clarity, know-how, and financial capacity to continue that dream they both shared.

What a regrettable misuse of desire, money, and potential.  My father had reached the point where the dream could be a reality having the capacity and time to fulfill it but not the right advisors and tools to be able to do it with confidence.

Don’t let your dreams expire without being fulfilled.  With the right mindset and understanding of your resources you really can live out your dreams experiencing the joy of dreams fulfilled, while ensuring your family is taken care of – whatever the dream may be for you.

Right now, write down the one dream you’d do for yourself, family or community if you knew you had the financial capacity to do it… go ahead, write it down. Your dream may be closer to reality than you think.

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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How to know for sure your retirement dreams will be a reality for YOU and your family…

 

“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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“Enjoy yourself. It’s later than you think.”

– Chinese Proverb

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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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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.

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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” 

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

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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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Do You Have A Good Answer to These Questions?

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Perhaps you’ve been told, “You’re fine. You’re all set.”

These are easy words to say that should be backed by proof.  You should feel and know you’re on track not because someone said you are… because you know you are.

More important than what others say you should feel about your present and future is how you actual feel and what YOU know about your situation.

Do you have good answers to these questions:

  • You have confidence about enjoying an income you can’t outlive?
  • You have done all you can to reduce or even eliminate income tax on your retirement IRA money?
  • You are accessing tax deductions that increase your retirement income?
  • You haven’t over-funded your 401k or IRA money?
  • You have eliminated all estate and gift taxes?
  • You are completely worry free about your future income needs?
  • Your money provides you complete walk away freedom to retire as and when you dreamed?
  • Your charitable giving allows you to have more income and give more to family?

If you don’t confidently have answers to all these questions there are opportunities still available to you.

Our special live event exposes possibilities available!

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 Counts Better than Numbers?

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A favorite movie of mine is The Thomas Crown Affair starring Pierce Brosnan as Mr. Crown, a billionaire businessman who makes money by acquiring cash-hurting businesses with great potential.  An eccentric version of today’s Warren Buffet.

An early scene in the movie portrays how this hard-driving businessman thinks when he says to an associate, “Give me good numbers today, Jimmy.”

It’s how we often think too.  Whether its our business, our savings, our investing or our retirement, we think about the numbers because that is what we’ve been trained to think about.

However, numbers by themselves are meaningless without context.

When it comes to investing and retirement, the media and financial industry has trained us to think only in numbers.

The bigger more important question that comes first is understanding the purpose behind the numbers – context.

Context does not start with the numbers because you are more than your money and your life today and legacy is about more than what you have financially.

Does your thinking and planning about your money and retirement have a context for your money decisions that motivate you, excite you about the impact, give you dreamed of freedom and great sleep at night peace of mind?

When your wealth numbers have context it excites passion, increases decision-making confidence, and grows your freedom to do what you want when you want without worry about the unknowns or future.

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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