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

Say No to the Quick Fix

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unnamed (1)In my interviews across the country with some of the most successful business owners and executives I often heard this request, “I wish someone could help me think through my wealth planning opportunities and concerns without trying to sell me something.”

“Can you relate to that sentiment?

No group is more targeted by product salespeople than the affluent. It’s as if you wear a sign on your chest that says: “Please try to sell me something.”
The ultimate agenda of such sales personnel is to sell the product on which they’ll receive the greatest commission, or a product that elevates them to a higher level within their organization.
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Write the Ending To Your Own Story

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Of all the books purchased on amazon.com 87% are purchased as a gift.  This is amazing to me because I’m a reader of about a book a week.  Why?  Because as I’ve studied the most successful people in our country they have large libraries and small televisions. Not to mention, haven’t you ever read a book that changed your life?

There are a few books that have truly shaped the world as we know it. First there’s the Bible, the book that defines Christianity and life-change. Billions of people have lived their lives according to its text. Then there is the Magna Carta. Written in 1215, it is one of the key moments in the history of democracy. For Americans, the 1776 pamphlet Common Sense, written by Thomas Paine, is often credited with being the work that pushed the colonies to declare their independence from Britain. Don’t forget the Wealth of Nations by Adam Smith, which defined what we now know as free market economics.

[Read more…]

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Bo Knows

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My father used to fix everything with a coat hanger and duct tape… at least he tried.  Then after hours of frustration he would call upon a friend to help him fix the problem with the same resources.  Only after tons of lost hours and money did he call in a true professional.By observation I learned to discover and stick with what I’m really good at and hire others who are really good at what I’m not good at doing.

In professional sports can you name a professional athlete who has been successful as a professional in two sports? The first person who comes to my mind is Bo Jackson, superstar pro football and baseball player. After Bo, ‘who knows’?

Now, name a professional athlete who failed to excel as a pro in two sports. The most obvious choice is one of the greatest athletes of all time, Michael Jordan. Basketball was his gift, and it was magical to watch him on the court. But when it came to applying his competitive advantage and skill to baseball, it just didn’t work out as well.

[Read more…]

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This One Thing You Must Do

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Boomfish Wealth GroupMy wife and kids will tell you its been a long time since we set aside time for a family vacation… and now the time is finally here.  As you read this email I am successfully unplugged and fully present with my family talking to Mickey, Goofy and the gang!
Disney is filled with so much opportunity that if you want to see the stuff you love, have the memorable experiences you hoped for and take in the best of the moments that can slip by too fast you MUST plan ahead.  Otherwise you miss stuff… the stuff memories are made of that make the investment and the time away worth it all.
Whether at Disney, or in your personal life, or with your wealth, if you “fail to plan, you plan to fail.”
If you “fail to plan” when it comes to your wealth, you aren’t the only one who pays the price. It affects you, your family, their families, and countless others who could benefit from your planned stewardship.
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Two Approaches For Keeping Perspective This Holiday Season

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When did you start your Christmas shopping… for the first time it began for many at 4:00 p.m. on Thanksgiving day.  It’s no wonder that keeping perspective is increasingly difficult.

Regardless of your religious beliefs, most people would agree that the holidays are about family and purposefully giving to others.  If you have purpose in your giving, you’ll also discover joy and inner peace, which are two things this season helps us to remember.

You can make giving – both the kind that happens at this holiday season and the kind that happens throughout the year with sound wealth planning – something you think and act on with great focus and purpose as you do with new business opportunities.

The approach you take to generous giving is determined by your bias in giving.  I write about two approaches in my book, The Secret of Wealth With No Regrets – which would make for a great gift this holiday season.

Approach number one is the Rifle Approach, which is giving larger amounts to fewer charities and the Shotgun Approach, which is giving smaller amounts to many charities.

Step one is to decide which approaches matches up with your desires, and decide on the approach together which the significant other person or persons with whom you make decisions about giving.

There is no wrong way choose to be generous… the important thing is that you choose.  In fact, make sure you give as much attention to your wealth distribution as you did to your wealth creation.

Super-charge your opportunities by discussing your giving desires with a specialists who can unlock bigger giving potential than you can even imagine possible now.

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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Black Friday Special Continued:

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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“You see, Mrs. Walker, this is quite an opportunity for me. For the past 50 years or I’ve been getting more and more worried about Christmas.  Seems we’re all so busy trying to beat the other fellow in making things go faster and look shinier and cost less that Christmas and I are sort of getting lost in the shuffle.”

– Kris Kringle, from Miracle on 34th Street

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Educate Your Heirs

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Because building this matters more than the money 

If you were to ask a class of Kindergarteners what their parents do for a living, the answers can be amusing.  You’ll hear everything from, “My daddy talks on the phone” to “Mommy wears tall shoes and comes home with a headache.” It’s understandable; they’re five.

The funny thing is, I’ve heard adult heirs say the same things, but in a different way.  They’ll say, “My parents worked hard and made a lot of money,” and that seems the extent of their knowledge. It’s as if many heirs have no awareness of what their parents did or what made them successful.  They don’t know the motivation and reasons behind the hours, days, and years of hard work.

Part of your “wealth responsibility” is to set straight the thinking of your heirs on the major stories behind your wealth.  Inspiring heirs involves telling (and even retelling) your story and allowing them to engage with you.  I call this concept story building.

Story Building: If I help my heirs understand me, they can better understand themselves.

Don’t expect or assume they will do exactly what you’re doing. But they will understand your intentions – your heart – because they have become part of your story.  The purpose is not to impress them or prove how successful or wonderful you are.  The purpose and outcome are to give them a stronger context for their lives and to honor the legacy of the family.

A complete inheritance-preparation strategy is guided by how you want to inspire your heirs.

START TODAY to build that story by telling your story – verbally, in writing and with pictures.

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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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.

Your Choice on Thursday, November 6: 11:30 am or 5:00 pm. 

Click Here To Access This Valuable Information

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“Stories have to be told or they die, and when they die, we can’t remember who we are or why we’re here.”

– Sue Monk Kidd

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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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Find Friendlier Waters

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The health event arrived and he wasn’t prepared… not financially anyways.

He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and preserving it.

Now it was scramble time – to get everything financial in place as it should be at a time when energy is better spent on what matters most – family, friends, making a difference.

Jerry had no choice at this point and worse yet he felt like he was swimming with sharks – advisors and product sales people who knew he was desperate and claimed to have the magic solutions to solve everything financial, but it seemed to be in their best interest and not Jerry’s.

And at this point Jerry didn’t have the time to truly understand his opportunities and dangers and knew he now had fewer options because he had waited and the time was ticking down.

Now Jerry was wondering what could have been possible had he got around-to-it sooner… he could have been swimming in friendlier waters!

The health event was now revealing all the possible ways he could have protected and preserved a lifetime of achievements, but there wasn’t time.

 You don’t have to feel forced to make decisions you don’t feel prepared to make… seize the lifetime and legacy opportunities available to you now and enjoy the benefits of protecting and preserving wealth – time with family, creating a legacy – with less worries!

Want to learn how to swim in friendlier waters? Click Here

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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“We grow a little every time we do not take advantage of somebody’s weakness.”

– Bernard Williams

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Making the Complex Simple

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Complication seems to be the way of life these days.  And we long for the… simple days.

Yet we don’t desire for the complex to go away because that is what comes along with having wealth, success and influence.

Simplicity is important because its CONFIDENCE building – it says in a few words what something is all about.

The great marketing campaign for Nike put what they were all about into a single simple phrase, Just Do It.

Great companies define their company in a page that includes a vision statement and values.

Why not with your personal wealth?

What your wealth is all about should be captured by a Wealth Vision Statement.  The money part of wealth should be understood in a page (and without jargon).

Having this IS the difference in making the complex simple which results in greater confidence about what you have and where you’re going.  And this allows you to live with greater confidence, peace of mind and less worries about the present or for the future.

Want to learn how to make your wealth situation simple and the difference it makes for your money, your retirement, your family and your future?  Click Here 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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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 will fill up quickly… find out more. 

Click Here To Access This Valuable Information

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“Everything should be made as simple as possible, but not simpler.”

– Albert Einstein

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