Do I Have Enough?


Key Takeaways

  • “Do I have enough?” is the most frequent question I get from clients and prospects.
  • Many of life’s important financial decisions come down to your cash flow, balance sheet and taxes.
  • But there’s often an emotional or nonfinancial aspect to consider—needs versus wants.

The Three P’s


What Facebook and smart investors have in common

Key Takeaways

  • Successful tech start-ups and successful investors have three things in common: they’re very good at Prediction, Preparation and Pivoting.
  • You can’t predict when life will throw you financial curve balls, but you can get yourself into excellent position to handle them when they occur.
  • With the three Ps in place, even job loss, death in the family or health setbacks won’t prevent you from achieving your long-term financial goals.

The LRC Team


Leadership, relationship and creativity are keys to a successful client-advisor relationship. How do your advisors stack up?

Key Takeaways

  • If your advisors are not providing you with the leadership, relationship and creativity you need, then don’t be afraid to shop around.
  • Are your advisors pulling you closer toward your goals or pushing you to where they want you to go?
  • Do your advisors listen? Are they proactive? Are they capable? Do they pull rather than push?

Two Key Rules to Preserving Wealth


Make sure you’re playing the stay-rich game, not the get-rich game.

Key Takeaways

  • Wealth preservation is the No.1 financial concern for 80 percent of successful investors—that’s been a constant for several decades.
  • You want to be in the stay-rich game, not the get-rich game.
  • Two simple rules for the stay-rich game: structure and diversification.