Posts by Barry Spencer

What Do You Say?

  Are You Blessed or Just Lucky?   “I’m just lucky I guess.” A statement I have heard from business owners, executives and even the philanthropically minded. But is that any kind of explanation for your success?   You’ve been moderately or maybe even greatly successful financially, but have you asked yourself how you became…

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Do Something

  (The Search for Significance) Don’t just sit there… “DO SOMETHING”. Because you can.  Because there is so much opportunity. Because everything you do matters – for you, for others and forever. The world around you is watching—and your choices about your money and your life are being noticed by family, friends and the community…

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When Indifference Hurts You The Most

  I Hereby Leave My Estate to Fido We’ve all heard the crazy stories where people gave their entire inheritances to their pets. Remember when hotel heiress Leona Helmsley famously left her Maltese a $12 million trust fund that disinherited her grandchildren? Most of us have got more important people and things to consider. Even…

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What We Can Learn from “Die Hard”

  Just One of the Lucky Ones? John McClane is one seriously unlucky guy. In all 5 installments of the Die Hard franchise, the iconic character played by Bruce Willis had a knack for being in the really wrong place at the really wrong time.   Here is a true story about another unlucky guy:…

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The Single Most Important Question

  The Question You Need to Be Asking (But Your Advisors Aren’t)   The wealth planning decisions you make today aren’t about some numbers on a balance sheet. What you do in your planning has implications FAR beyond you and your money. It will extend to your family for generations and can profoundly impact and…

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Is THIS Your Strategy?

If someone were to ask you if your wealth strategy was based on assumptions, you’d probably answer, “No way!” After all, the definition of assumption is this:   “To take for granted or without proof; suppose as a fact.”   It’d be crazy to approach your wealth and your legacy with such a haphazard approach—and…

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What’s All that Speed For Anyway?

As the only car in the world to crest 273 mph, the Koenigsegg Agera R is the fastest car in the world. With a staggering 5.0L turbocharged V8 engine that produces 1,140 horsepower, it can hit 62 mph in 2.9 seconds and 124 mph in 8 seconds.   At a price tag of $2.5 million,…

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A Band-Aid Won’t Be Enough

One of the hardest things to do as a parent is to watch your child get hurt. From a tumble off the jungle gym to their first real heartbreak, we wish we could swoop in and make it all okay.   That’s how life works. Our kids (and we) live and actually grow through each…

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A New Kind of Vaccine

The word “affluenza” has become embedded into our culture. The definition of this modern-day disease is this:   “A psychological malaise supposedly affecting wealthy young people, symptoms of which include a lack of motivation, feelings of guilt, and a sense of isolation.”   Do your heirs suffer from this crippling disease? If so, then I…

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You Deserve a Say

The final days of America’s favorite radio DJ were a nightmare. According to reports and various court proceedings, Casey Kasem, who suffered from Lewy body dementia (a disease similar to Parkinson’s), lived out his final days being controlled by a wife who did not seem to have his best interests at heart.   Everything surrounding…

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