The wealthy don't buy life insurance for protection. They buy it for leverage. Borrow at 5–7%. Target 10–13%. Keep the spread. Most people see life insurance as protection. Sophisticated invest…


Founder @ Fully Funded | Vetted Alternative Investments for RIAs, Family Offices, Fund Managers & HNWI | $250k–$100M+ Allocations
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The wealthy don't buy life insurance for protection. They buy it for leverage. Borrow at 5–7%. Target 10–13%. Keep the spread. Most people see life insurance as protection. Sophisticated invest…

The 21-year-old broke kid has something the $50k/month doctor doesn't: Options. Here's the math nobody talks about. That young person just out of college? Their monthly burn is maybe $2-3k. They ca…
Here's my personal portfolio breakdown. Roast it. Every dollar should have a job - cash flow, tax efficiency, growth, stability, or asymmetric upside. Here's how I think about mine today: - 38% Pri…

One of the hardest conversations in business: "You're capable of both roles... just not at the same time." There's a fork every strong salesperson eventually hits: → Head of Sales - you build the t…
Kudo Income Fund update Another month. Another full distribution. Up to 16% annually, paid like clockwork. - 14 states - Dozens of fundings - 100+ positions by end of Q1 No single deal concentrat…

Every operator needs a share class for larger checks. If you don't have one, you are leaving money on the table. Here's why: If you don’t build an economic class of shares for $500K–$2M+ checks, yo…

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