Brandon Lakey - WealthWave, The How Money Works Company

09/15/2024

It’s been a blessing and a dream to watch my wife’s vision for empowering women to have conversations about money and for more women to get involved in the financial education industry! I invite you to check out Katelyn Rosebrock Lakey’s passion project for the last 6 months! We are in our biggest expansion after a decade of work educating families! If you want to be a part of this conversation or learn more, reach out we’d love to tell you more.

Katelyn, Proud is an understatement… you are a visionary and a rock star. I’m so blessed to be married and in business with you! You have changed the lives of so many women already and it’s just getting started! 🙌🏻

https://issuu.com/shecollective/docs/shecollective_magazine?fr=xKAE9_zU1NQ&fbclid=IwZXh0bgNhZW0BMQABHYAKZq6WjxY8lheMuxuwXq3fkplyZG6v6gU6OXM8U_vm-2IYr8pDX_RxGQ_aem_VwqK0PWyGfqGFbCkkylB6Q

HERE AT SHE.COLLECTIVE, WE HAVE THE ABSOLUTE HONOR OF GETTING TO SUPPORT, HELP, AND EMPOWER WOMEN IN TWO WAYS: We get to support, help, and empower women by giving them an opportunity to make money and work in a positive environment that caters to their schedules and individual needs. We work in an....

01/10/2024

With Michigan winning the NCAA National Championship led by one of the Highest Paid Coaches in all of College Football, Jim Harbaugh, let's take a look at a strategy the University of Michigan used to help pay Harbaugh and retain him for the last 9 years! A strategy that is growing in popularity which allows Harbaugh to grow money tax free with no risk of downside loss and a tax-free death benefit for his family and Michigan. GREAT NEWS IS....YOU DON'T HAVE TO BE A D1 COACH TO USE THESE STRATIGIES! We place these strategies when appropriate for $100 a month to million plus clients! Have a look at these articles to learn more from ESPN and ABC. 🏈💰🏆
https://www.espn.com/college-football/story/_/id/17332547/michigan-wolverines-jim-harbaugh-agree-increased-compensation-form-life-insurance-loan

https://abcnews.go.com/Sports/michigan-jim-harbaugh-agree-increased-compensation-form-life/story?id=41471502

https://www.fa-mag.com/news/why-college-coaches-are-being-paid-with-split-dollar-life-insurance-56010.html

https://www.insuranceandestates.com/professional-athletes-life-insurance/ #:~:text=In%20this%20particular%20case%2C%20the,and%20the%20coverage%20in%20force.

In addition to his $5 million salary, Michigan will loan Jim Harbaugh $4 million in 2016 and an additional $2 million for the following five years to pay the premium on a life insurance policy.

09/18/2023

In addition to Financial Education and Planning, Protection for your family is an important Pilar of your Plan! Work provided coverage isn’t enough sadly. It’s cheaper than you think and easy to add protection.

08/15/2023

Charles Schwab has found that, for the first quarter of 2022, plan participants who work with financial advisors had an average balance of $535,354–nearly twice as much as the $286,008 held by non-advised participants. Know your options. I'm here to help.

After beginning the year at record levels, global events have caused market volatility to jump and equities to fall. The S&P 500 Index is experiencing its first major correction since 2020, so investors are understandably looking to safeguard their assets. … Continue reading → The post Schwab Sa...

06/15/2023

It's important for you to stay educated on what might cause you to lose money in your 401K and Investments! Traditionally when the Fed raises interest rates the market reacts negatively costing you growth and more importantly time fighting to get back to where you were. As you can see they are committed to doing WHATEVER IT TAKES by to lower inflation which could cost you a tremendous amount in your retirement. Adding strategies with guaranteed floors and downside protection can protect your hard-earned money and help you WIN THE MONEY GAME! BE EDUCATED AND PLAY THE GAME LIKE THE WEALTHY.

01/24/2023

Did you know my Financial Education Firm is an Approved Skillbridge Company for the US Military?
(Approved by the Department of Defense)

I would like to take a minute to talk about the Skillbridge opportunity for transitioning military members through my organization.

In a nutshell, it is a 30-180 day fully remote internship that allows servicemembers a good headstart on partnering up with us as an agent and get training, acquire all of their licenses, and best of all get a break from the military as they prepare for civilian life.

Our first person to go through the program completed all of the required training including securities licenses in the 6 month period and is now making great money!

Many military members struggle with finding purpose after their service, and we help people change their lives through financial literacy.

This might be a great springboard for you or someone in your network who is either transitioning out or retiring from the military within a year.

Skillbridge allows a service member to be on an “administrative absence” duty status for up to 180 days (last 180 days of active duty).

This is also open to military spouses and variations available for those who already transitioned out.

Please let me know if there are any questions or if you’d be interested.

12/10/2022

I'm so proud to Sponsor ACL PRO- Vanessa Fillingim again for the 2022-2023 Season! Not only is she an amazing Co****le player with huge wins appearing on CBS Sports, but she's also an even better friend and all-around amazing person along with her husband Robert Fillingim and Son, ACL Pro Ryan Fillingim! Excited to support you this season!

I am so excited to announce that Brandon Lakey - WealthWave, The How Money Works Company will be returning as my sponsor for the 2022-2023! He’s not only a friend, he’s also my financial advisor, and fellow lover of co****le! 🖤

11/24/2022

Happy Thanksgiving from my family to yours! I’m blessed and thankful for incredible friends and clients! Thank you for placing your trust in me! 🍁🦃

11/19/2022

The National Average for retirement accounts is down 28% this year! 📉🤧 Sadly.. the majority of American have no safety built into their retirement strategies!

Would you buy a car without breaks? 🚗 🙅🏻‍♂️🚨

GREAT NEWS is you can add safety and strategies with a guaranteed floor! My clients in these strategies have not lost any money this year with very low minimums! Anyone can use these but they aren’t inside your 401k!

It’s time you start playing this game like wealthy people have been playing it for years! Reach out and let’s review your options. 📈💵💰

11/01/2022

As many of you know I teach Financial Education as a part of my financial brokerage and there are SOOO many things I wish I knew in my twenties about how to win the money game! Check this out for a few of them and tag someone in their twenties who could use this info!

Building Wealth In Your Twenties: What Complete Beginners Need to Know October 27, 2022 Wealth Millennials Gen Z If you’re reading this article as a twenty-something, congratulations! By the time you’re done, you’ll know more about building wealth than many of your peers—and even people olde...

06/17/2022

SEA OF RED = MONEY EVAPORATED! Most everyone is down over 25% in their unmanaged 401k accounts year to date! OUCH! Did you know there are strategies with full downside protection available to normal every day people like you? All of my clients in these downside protective strategies have not lost a dime since January! Perhaps it’s time you start playing this game like WEALTHY people and add some portfolio diversification into YOUR strategy! We’ve been preparing for this since September! Reach out if you’d like to try and recoup some of your losses with one of our strategies! 🙌🏻👊🏻📈

06/10/2022

Yes the 401K has its place but there are soo many high quality options for you to grow your money with tax advantages! Speaking with a Financial Professional can open doors you didn’t know were available. The Wealthy have teams of advisors keeping them up to date on the latest strategies with the best advantages! It’s time for you to start playing this game like the wealthy!

https://www.investmentnews.com/401k-plans-are-failing-middle-class-americans-222629?NLID=2022_Morning-3&NL_issueDate=2022069&utm_source=2022_Morning-3-2022069&utm_medium=email&utm_campaign=investmentnews&utm_visit=158004&msdynttrid=30AKgYp6f00eZYeBfrmJmVGd7D29TdIkPQDfTnLfDKY&fs=e&s=cl&fbclid=IwAR30pQAK-GVKWcbfbGwEZ9riWWPAAwpMbCMYwqW4z1CiQglW-zyVLyDIPyo&fs=e&s=cl

A new report finds that tax breaks designed to increase Americans' retirement savings do little to assist middle-class families.