Life Check

06/22/2026

When I saw this from co founder Ed Mylett. I definitely had to share to say, I was a spender, not a saver. I wasn’t extreme I was deprived in my younger days. My parents divorce my mom had to go out and get a job. My mom was a saver BIG TIME! Life was tough back then.

There are TWO types of people in the world: SPENDERS and SAVERS.⁣
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It’s IMPORTANT TO ESTABLISH NOW that you are a SAVER. This means you always find a way to SAVE SOMETHING, whatever your financial situation may be. Build the habit of PAYING YOURSELF FIRST before you spend. Period.⁣
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This may seem counterintuitive to you, but I have known people who were spenders when they were making a little bit of money. And you know what? They are STILL spenders now that they earn much more money! They just spend, spend, and spend and NEVER generate wealth.⁣
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You have to FIND A WAY to pay yourself first in any way you can. I don’t care if you pay yourself $10 a month, (if that’s all you can afford now ) as long as you SAVE MONEY. I want you to build the HABITS of wealthy people RIGHT NOW! ⁣
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When I was a young man and just making $800 a month, I still managed to save $20 per month This may seem like a small amount, but this established my HABIT of paying MYSELF first before spending on cars, dinners, shoes, clothes.⁣
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Remember... YOU CANNOT BECOME WEALTHY IF YOU DON’T SAVE MONEY!⁣
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I know you think once you make more, then you will start saving. It’s just doesn’t happen. You will go from a Honda to BMW from Denny’s to a great Steakhouse. From buying clothes on sale to paying for custom clothes Etc ⁣
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Habits and rituals carry over from when you have a little to when you have a lot.⁣
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I’m not saying that after you save and pay yourself first ...that you can’t then go spend your excess money on yourself, and on things, you would really like to have. Of course, you can.⁣
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Everything in moderation. After you pay yourself, do whatever you want with the extra left over!⁣
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REMEMBER THIS ⁣
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I have way more friends WHO USED TO BE RICH than I have who are CURRENTLY RICH ⁣
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You wanna know why? They never started saving when they made a little bit of money and once they started to make a lot of money… They just thought that income was going to last forever and they would always make a lot of money… ⁣
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But that’s not how life works!⁣
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Like I said, there are two types: SPENDER and SAVERS Which one do you want to be? Do you want to be a SPENDER? Or do you want to be a SAVER?

06/15/2026

You are invited to attend a workshop event tomorrow, tailored to the interests of future retirees, independent individuals, and business owners. The event has received positive feedback, and your attendance would be appreciated. It will take place tomorrow, Tuesday, at 6:45pm. To register, simply scan the QR code or send me a message for the link. Have a great day!

06/12/2026

3 Types of Annuities
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1.) Fixed Annuity- predictable GUARANTEED growth

2.) Fixed Indexed Annuity- growth linked to the market, principal Protected!

3.) Income Annuity- a paycheck that lasts AS LONG AS YOU DO!

Which one would you choose?
Had I known #3 would have worked for me.

06/09/2026

You are cordially invited to this event!The end of tax season marks a new opportunity for growth. Join us for an insightful session where CPAs and tax professionals will discuss how to diversify income streams, build lasting client relationships, and create a steady flow of year-round revenue.
June 11, 2026 | 6 PM PST | Google Meets

06/02/2026

Prioritize your family's well-being, secure your income, and build a retirement plan. Implementing effective financial strategies now can yield significant benefits in the future. Let's schedule a meeting to discuss further by contacting me!

06/01/2026

Dear valued educator colleagues, Having successfully concluded another academic year, I personally invite you to take a well-deserved pause.
🍎✨ As you emerge from months of tireless dedication to your students, consider whether you possess the vitality to devote to your own family's needs or if you're merely attempting to recuperate from the exhaustion that often accompanies this profession. The strain of escalating healthcare expenses, saving for children's higher education, and caring for aging parents can be overwhelming on a fixed salary, especially when compounded by inflation. In response, we're hosting an informative workshop tailored to educators seeking financial stability and security. This session will address strategies for rectifying costly errors, establishing a reliable emergency plan, and generating supplementary income that affords flexibility and autonomy. Having devoted nine months to nurturing the minds of your students, it's essential to prioritize your own financial well-being. The workshop will take place on June 4, 2026, at 6:00 PM PST via Google Meets.

05/28/2026

Good afternoon, I invite you to attend an informative Ready for Retirement workshop tomorrow at 6:30pm PST, where valuable financial information will be discussed, suitable for individuals across various retirement timelines. Registration can be completed by scanning the QR code. Utilizing knowledge is key to advancing your financial security.

05/25/2026

You are warmly invited to our financial workshop, with particular emphasis on nurses, in recognition of your remarkable service and long hours. This workshop offers essential information and financial planning advice to support your future. To participate, scan the QR code or reach out to me for Zoom access details. Have a great day everyone.

05/22/2026

Does your life insurance policy offer any of these features?