Coming on Friday Newsletter

I had a great email from a financial advisor, that said he is forwarding my newsletter to his clients when he sees a concept or idea he wants them to know about.

He’s had great engagement with clients that have reached back out to ask about Reverse Mortgages, consolidating debt, etc. Glad it is encouraging others to engage.

This Friday reviewing / summarizing a book I recently read that explains the key focus areas of each level of wealth, WITH the common denominator being a need for education to get from one level to the next.