How big is your thinking? 💭 (New post!)

Are you thinking too small about your wealth goals?

I often ask people “what are a few major milestones financially that would make you call yourself a financial success?”

Answers vary, but often they involve this:

Debt reduction

Retirement

Bigger income

Nicer house

These are great answers. And I’m stoked they have those as a starting point.

Here’s the reality.

Those milestones are too small.

Here are 9 things that need to be in your plan. These are the fuel on the fire.

1. A systematic flow of money into the plan

2. A return on that money

3. Available or access when needed

4. Minimum taxes while that money is accumulating

5. Minimum taxes on the distribution

6. Ease of distribution of the money

7. Contain contingencies for death, disability, emergencies, unforeseen consequences

8. Minimize risk as much as possible

9. Flexibility to change the plan

Ensure these & the ceiling rises.

These all fit into the Pillars or Order & Margin.

What does this spark for you? Let me know in the comments.

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How big is your thinking? 💭 (New post!)

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