Main Idea / Thesis: Garrett Gunderson challenges traditional financial advice and reveals how wealthy families, like the Rockefellers, create, protect,… Read More »What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way, and How You Can Too – Garrett Gunderson
Main Idea / Thesis: Jake Thompson argues that life insurance, particularly Whole Life Insurance, is an underrated tool for building… Read More »Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings– Jake Thompson
Main Idea / Thesis: David McKnight’s Look Before You LIRP is a follow-up to The Power of Zero, offering a… Read More »Look Before You LIRP: Why All Life Insurance Retirement Plans Are Not Created Equal, and How to Find the Right One for You – David McKnight
Main Idea / Thesis Patrick Kelly’s Tax-Free Retirement challenges the conventional approach to retirement planning, warning that tax-deferred accounts (401(k)s,… Read More »Tax-Free Retirement – Summary, Key Learnings, and Action Steps
Main Idea / Thesis Patrick Kelly’s The Retirement Miracle argues that most Americans are saving for retirement in the wrong… Read More »The Retirement Miracle