Stop Swimming with Sharks

By Barry Spencer | February 18, 2020 | 0 Comments

Find Friendlier Waters When my dad’s health started failing, he had no plan for his estate. I had no idea about the extent of his wealth or what he wanted to happen with his assets because we had never had a conversation about it. So I put together a meeting with an advisor (even though…

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Keep It Simple

By Barry Spencer | February 11, 2020 | 0 Comments

Making the Complex Simple   If you’re affluent, you know all about complicated. The assets that make up your wealth are complex, and so are the solutions for handling them. But confidence comes when you learn to simplify the complex.   Believe it or not, you should be able to explain your wealth plan on…

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Forget the Jargon

By Barry Spencer | January 21, 2020 | 0 Comments

Find Someone Who Speaks Your Language My dad’s estate plan confused him. He was an intelligent man, but the attorney’s complex legal language might as well have been in a foreign language. But Dad was too proud to speak up (or too embarrassed about his confusion) and never told anyone he was unclear. Clear language…

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Focus on What Really Matters

By Barry Spencer | January 14, 2020 | 0 Comments

Shift Your Focus Focus is a term the best pro athletes know a lot about. It’s what enables Tiger Woods to block out all the noise and the press and be the best golfer in the world and what helps Labron James dominate the court. It’s also a big part of what helped you become…

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Exhaust all Possibilities

By Barry Spencer | January 7, 2020 | 0 Comments

Exploring Your Options is the Only Option We like to have options—and the more the better. We want more options in our cars, on our phones, and in our business dealings. How many options have you explored for your wealth planning? Only about 30% of families explore their options to find the plan that works…

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Plan Now Or Pay Later

By Barry Spencer | December 4, 2019 | 0 Comments

Think Planning Is Too Expensive? We are all going to die one day. Call it morbid or glass half empty—it’s just the truth. The government is counting on it; and when that day comes, someone in your family must complete IRS form 706, on which you must list every asset in your estate. It may…

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Focus on What Really Matters

By Barry Spencer | November 19, 2019 | 0 Comments

Shift Your Focus Focus is a term the best pro athletes know a lot about. It’s what enables Tiger Woods to block out all the noise and the press and be the best golfer in the world and what helps Labron James dominate the court. It’s also a big part of what helped you become…

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Bargains Can Cost You

By Barry Spencer | November 13, 2019 | 0 Comments

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…

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Don’t Be a Statistic

By Barry Spencer | November 5, 2019 | 0 Comments

Count the Costs… and Beat the Odds   What is failure? While it is different things to different people, one definition of failure for the affluent could be “the involuntary loss of control of assets.”   You’ve worked your whole life for the success you now enjoy; and yet, odds are your wealth will NOT…

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Quit While You’re Ahead?

By Barry Spencer | October 23, 2019 | 0 Comments

The Law of Diminishing Returns The Law of Diminishing Returns 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…

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Your Opportunity to Benefit

A simple way you can benefit is to request a complimentary and confidential 57-Minute Lifestyle and Retirement Freedom Conversation with Barry Spencer where he will identify with you your biggest opportunities and dangers at this current time. To request your complimentary conversation email Barry@WealthWithNoRegrets.com or call (678) 278-9632.