The Power of Zero – Summary, Key Learnings, and Action Steps
Main Idea / Thesis David McKnight’s The Power of Zero argues that the current U.S. tax system is unstable, and… Read More »The Power of Zero – Summary, Key Learnings, and Action Steps
Book Summaries
Financial Planning
Join our Financial Team
Click to access an interactive presentation that reveals: our innovative company model, partnership …
Book Summaries
What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way, and How You Can Too – Garrett Gunderson
Main Idea / Thesis: Garrett Gunderson challenges traditional financial advice and reveals how wealth…
Book Summaries
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: Jake Thompson argues that life insurance, particularly Whole Life Insurance, is …
Book Summaries
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: David McKnight’s Look Before You LIRP is a follow-up to The Power of Zero, offer…
Book Summaries
Tax-Free Retirement – Summary, Key Learnings, and Action Steps
Main Idea / Thesis Patrick Kelly’s Tax-Free Retirement challenges the conventional approach to retir…
Book Summaries
The Retirement Miracle
Main Idea / Thesis Patrick Kelly’s The Retirement Miracle argues that most Americans are saving for …
Book Summaries
The Power of Zero – Summary, Key Learnings, and Action Steps
Main Idea / Thesis David McKnight’s The Power of Zero argues that the current U.S. tax system is uns…
Financial Planning
Join our Financial Team
Click to access an interactive presentation that reveals: our innovative company model, partnership …
Book Summaries
What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way, and How You Can Too – Garrett Gunderson
Main Idea / Thesis: Garrett Gunderson challenges traditional financial advice and reveals how wealth…
Book Summaries
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: Jake Thompson argues that life insurance, particularly Whole Life Insurance, is …
Book Summaries
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: David McKnight’s Look Before You LIRP is a follow-up to The Power of Zero, offer…
Book Summaries
Tax-Free Retirement – Summary, Key Learnings, and Action Steps
Main Idea / Thesis Patrick Kelly’s Tax-Free Retirement challenges the conventional approach to retir…
Book Summaries
The Retirement Miracle
Main Idea / Thesis Patrick Kelly’s The Retirement Miracle argues that most Americans are saving for …
Book Summaries
The Power of Zero – Summary, Key Learnings, and Action Steps
Main Idea / Thesis David McKnight’s The Power of Zero argues that the current U.S. tax system is uns…
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