3 Dimensional Wealth - September 2022

4 STEPS FOR TURNING SETBACKS INTO JUMPSTARTERS

GETTING ON A BETTER LIFE CIRCLE

When Doug and Sharee were younger, they had just built their third home. It was their “dream home.” It had 6,400 square feet, cathedral-beam wood- decked ceilings, and a master bedroom deck where they could watch the deer and elk bed down in the scrub oak below them. They thought they had the world by the tail! Two years later a bad recession hit America. It was 1980, and in Houston, Texas, where the energy crisis struck first, 16,000 homeowners lost their homes in foreclosures — they just couldn’t make their mortgage payments. As the recession rippled across America, it impacted Utah as well. Like so many others across the country, Doug and Sharee experienced a series of setbacks they never imagined. A sudden loss of income made them financially vulnerable. They made ends meet by selling other properties they owned, but they

eventually found themselves facing foreclosure on their dream home.

The four-step tool guides you through the positive and negative aspects of a recent setback. From there, you can consider how

That experience is what spurred Doug to explore financial strategies that could protect him — and ultimately, his clients — from market volatility. He went on to become an expert in Indexed Universal Life policies, teaching others how to properly structure and maximum-fund these policies to enjoy liquidity, safety, predictable rates of return, tax-free income, and income-tax-free transfer of wealth to loved ones after passing. Doug was able to turn his otherwise demoralizing experience into something positive that has gone on to bless thousands of lives. Just the same, we can all turn our setbacks, challenges, and even mistakes into catalysts for growth. We at 3 Dimensional Wealth use a tool called The Better Life Circle to help crystallize these life-changing moments.

you would handle the same experience differently in the future. Finally, you can identify your biggest takeaway. Working through this exercise has helped us turn things around, and get on a “better life circle.” We hope it does the same for you! For help getting on a Better Life Circle, download our free tool! Just log into your 3 Dimensional Wealth newsletter account and click on the September newsletter (go to WealthIn3D.com or scan the QR code on Page 8).

EXPLORE WHAT AUTUMN OFFERS READY, SET, SCAVENGE!

SIGNS OF FALL Creating a specific scavenger hunt for signs of autumn is a great way to enhance children’s observation skills.

As the leaves begin to fall and the air becomes cooler, it is a sure sign that summer is coming to an end. Though we will miss the pool parties and backyard barbecues, there is still lots to look forward to during fall. Autumn is known as the season of change, and getting the kids or grandkids outside allows them to understand and explore the changes going on in the world around them. Creating a fall scavenger hunt is a great way for kids to practice their reading and observation skills, all while still enjoying the outdoors and making memories. Spending these afternoons together will bring you closer and strengthen your relationship, which is an important part of the Foundational Dimension.

can compare and contrast the different colors of each leaf they find, making this a fun hands-on activity. You can either download a color wheel template from the internet or make one yourself! All you need is a piece of paper that’s big enough for kids to tape the leaves onto and different areas for the colors red, yellow, orange, and brown. This will help kids see the different kinds of leaves as well as their visual changes during the season. The weather is getting colder, but it doesn’t mean you have to hibernate too! Bundle up with a cozy sweater and beanie, and encourage the family to get outside to explore all of the wonderful changes autumn has to offer.

Consider the following for your signs of fall hunt:

1. Leaves that have changed colors 2. Tree seeds or pine cones that have fallen to the ground 3. Items from a fall harvest (like pumpkins, sunflowers, or hay bales) 4. Changes among people’s apparel (such as jackets, hats, and scarves) 5. Animals hibernating or migrating FALL COLOR WHEEL The best way to explore autumn’s colors is by creating a fall color wheel hunt! Since the leaves are the surest signs of fall, kids

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