How Big Will the Fed Rate Cut Be This Fall?

What’s Inside: Training on BGR, Will vs. Trust, Fade Rate Cut Update, Safest Beach Towns in the US & More...

In this week's newsletter:
  • Latest Good News: When Passion Meets Purpose: What I Learned From My Mentor

  • Birthday Celebrations: Happy Birthday, Martin!

  • Education: Think a Will Is Enough? Think Again (video)

  • Industry News: How Big Will the Fed Rate Cut Be This Fall?

  • Lifestyle Tips: The Safest Beach Towns in the US This Summer

When Passion Meets Purpose: What I Learned From My Mentor

Happy Winsday!

I pray you're doing well.

What time is it?👂🏽

GOOD NEWS TIME!!!🎉🎉

Last week I had the opportunity to meet one of my mentors in person for a live tax planning training with other amazing advisors from across the U.S

My mentor runs a family office and is super smart but more importantly really passionate about teaching advisors what he knows over his 40+ year career. 

By the way, if you’re not familiar with the term “family office”…google it or gpt it..it's worth the time trust me…

But not only did I learn and relearn some great info to pass down to you all and be able to teach you, same strategies the wealthy use to save on taxes and build wealth. ( BTW, it costs alot of money to get access to this information). 

But I also met some amazing advisors who share the same passion of helping ordinary people win financially with your best interest in mind. 

This journey I'm on often feels lonely and it was such a breath of fresh air to be amidst like mind and just good company. 

I didnt get my lobster experience I'm used to getting when I visit Maine but I did catch a great view over great conversations!

Moral of the story, invest in your education through great mentorship and be open to step out of your comfort zone, you’ll be surprised of what's on the other side waiting for you:-)

Happy Birthday, Martin!🎉✨

This week, I want to take a moment to recognize and celebrate someone truly special, Martin Daniels. He and his wife Letitia have been clients of mine for over 10 years!!! They both retired this year and it has truly been a pleasure serving them over the years.

Today is his birthday, and I couldn’t let it pass without honoring him!

Martin is not only a respected client, more like family actually, but also someone I deeply admire for his leadership, insight, and integrity. It’s always a joy to work with people who lead with excellence, and Martin embodies that fully.

Wishing you the happiest of birthdays, Martin—and an incredible year ahead!

📖Money Motives Education

***This Week***

 In this installment, we'll explore

Think a Will Is Enough? Think Again.

In a world filled with negative headlines about economic struggles and market volatility, we focus on the positive aspects shaping our financial landscape.

"Money Motives" aims to change the narrative with fresh perspectives on money and investments.

Tune in every Wednesday for a new installment of Good News from the World of Finances. Grab your pen and notepad, and join us for some financial inspiration!

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How Big Will the Fed Rate Cut Be This Fall?

The markets are holding their breath—will the Fed deliver a modest trim or a game changing cut this fall?

With inflation cooling and economic growth slowing, all eyes are on Powell.

Here’s what’s on the table, and how it could impact your wallet.

The Safest Beach Towns in the US This Summer

Dreaming of a beach getaway without the stress?

These U.S. beach towns aren’t just beautiful. They’re among the safest places to relax this summer.

From calm waters to low crime rates, discover where peace of mind meets ocean breeze.

A retired couple watches Alta Lake in Whistler, Canada

Well thats it for this week, hope you found something valuable in this newsletter. Please share your Good News or anything you’d like me to include in our upcoming newsletter.

Please share with a friend and if you have any questions or comments just reply to this, it comes straight to me:-)

Have a blessed week till next time....

Kind Regards,

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