'THE FOREVER MI LL IONAIRE' TACKLING THE TOUGH QUESTIONS IN
T his excerpt from “The Forever Millionaire” by Dave and David Shepherd gives you a glimpse of their alternative and effective approach to financial planning. Can I trust you? Are you going to screw me over like everybody else, or are you actually going to do something to help me?” A doctor told us that these questions are always on his mind when he’s interviewing financial advisors. Do you have the same thoughts? Do you wonder how you can find someone to trust? We have repeated those two questions in front of audiences in our workshops, and everybody always nods and agrees. Why do people feel like this? The first answer is because, all too often, it’s true. There are many conflicts of interest, including behind- the-scenes payment schemes, incentive trips, HAVE A LAUGH!
and below-the-surface factors that play into getting a poor result. From our experience, many of today’s big financial firms have a bottom-line culture. They sell proprietary products with special incentives, pushing to meet production quotas and corporate goals. They may be hyping a company’s initial public offering, as they make a lot of money assisting with the stock sale, while their internal emails call it a less-than-stellar company. As an investor and consumer of financial services, you should remember three basics. First, you need to know how to find someone you can trust, who will be more like a partner than a salesperson. Second, you need transparency about what motivates the advisor and how he or she is paid. And third, you need to overcome half-truths and use strategies that can help you stay off that scary emotional roller coaster as markets rise and fall.
This is the thread that you will find interwoven throughout these chapters — the need to create order out of what can so easily turn to chaos. A clear and intentional plan that guides your decisions will bring you confidence as you do better in your financial life. If you’re ready to learn more, you can order a copy of the book here: amazon.com/ Forever-Millionaire-Making-Choices-Wealth/ dp/1599327538.
SWEET POTATO SOUP S L OW C O O K E R
INGREDIENTS • 3 pounds sweet potatoes, roughly chopped • 1 onion, chopped • 2 stalks celery, sliced • 2 medium carrots, chopped
• 1 tablespoon garlic, minced • 5 cups chicken or vegetable stock • 1 cup coconut milk • Sea salt and freshly ground black pepper
DIRECTIONS 1. Place all the ingredients except for the coconut milk in a slow cooker. 2. Season everything to taste with sea salt and freshly ground black pepper. 3. Cover and cook on low for 6 hours or on high for 4 hours . 4. U sing a blender or an immersion blender, puree everything until smooth. 5. Add the coconut milk, give everything a good stir, and cook for another 30 minutes. 6. Adjust the seasoning and serve warm. Investment advice is offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Content should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned. Certain content was prepared by a freelance journalist. • 3 WWW.SHEPHERDWEALTH.COM
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