Скачать или смотреть Make Financial Decisions in Advance

We are not paying for a humanities degree.
We will only pay for a scientific degree.


We will pay for a wedding up to $xx,000.
We will just give you $xx,000 for your wedding.

These are just examples.
The point is to decide in advance.

In the heat of the moment, training kicks in.
This is why Special Forces train constantly.

They train constantly so reactions are automatic.
They don't have to stop and debate.

➡️ They know in advance what they'll do.

Apply this to finance & wealth management:
Decide in advance.

There are big ticket items most of us face:
Children's college
Daughter's Wedding
Second Daughter's Elopement
(just kidding)

I've always recommended:
📌 Spell out your decisions in advance.

Eventually, these days will be upon you.
If you've made the decision in advance:
📌 You can execute without emotion

In finance and wealth management:
📌 You do not want to make emotional decisions.

This is why it is so critical to have a battle plan.
The battle plan is HOW your wealth is managed.

That battle plan needs to have:
A) Well defined strategy, and
B) Well defined tactics

You have to have both.

If you are managing your own wealth:
you need to have both.

If you have hired someone to manage your wealth:
ask them if they have both.

If you have any doubts, keep asking questions.
If you still have doubts, get a 2nd opinion.

This, by the way, is why I wrote my book:
To clearly demonstrate:
We have both.

And they are clearly defined.

PS If you've not yet read my book, know that it is NOT a sales brochure. I'm not teaching you my strategy nor my tactics. I'm demonstrating why you need to make those decisions yourself ... or hire someone who has them clearly defined. It's an easy read & the reviews are great.



This video, like all of our videos is made to help you understand the reality of what is happening in our nation's economy and how that translates to our stock and bond markets - without the hype and without an agenda. We are a fee-only asset management firm, managing money for discerning investors. If you would like to learn more, you can find our website below. Likewise, you are welcome to follow our Founder and Chief Investment Officer on LinkedIn.

Website: www.Hicks-Associates.com

LinkedIn:   / theodore2hicks  

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This information is intended to be educational. Hicks & Associates Wealth Management does not provide tax or legal advice. You should consult with a qualified tax, legal or financial professional before making any decisions.

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