When I was very young, growing up in Wichita, my best friend at the time, Ben (not his real name), who lived a few doors down from us, lost his father to a sudden heart attack.
Over the years there were many, many occasions when I would ask Ben to do something with me. When those things involved money, the answer would often be, “no.” He might only be asking for a nickel for the popsicle man, but the answer was still “no”. At the time, I didn’t understand why or what was really going on.
My parents were generous people, so oftentimes I would witness them stepping up and helping Ben. They even included him on family trips.
When I was very young, growing up in Wichita, my best friend at the time, Ben (not his real name), who lived a few doors down from us, lost his father to a sudden heart attack.
Over the years there were many, many occasions when I would ask Ben to do something with me. When those things involved money, the answer would often be, “no.” He might only be asking for a nickel for the popsicle man, but the answer was still “no.” At the time, I didn’t understand why or what was really going on.
My parents were generous people, so often times I would witness them stepping up and helping Ben. They even included him on family trips.
In the 1980s, I had a business transforming event. One after another, folks who had successfully built wealth would come to me saying, “I’m all taken care of.” I would ask them, “Are you fully certain?’
Their answer was usually some version of, “I think so, but I’m not fully certain. I have very good advisors. I just want to be absolutely sure I’m not missing anything.”
When I would “stress test” their wealth plan, I’d find some pretty significant Gaps, Inconsistencies and Dangers. Their answers were always the same, “What! I had no idea. I was told that everything was taken care of!”
“That’s mostly because the planning industry is broken,” I would tell them. I believe my clients deserve more.
That led me on a journey that resulted in The Abundant Wealth Process – a customized, comprehensive, client-first wealth process that is designed to preserve, protect and pass on more wealth.
I believe that decent, hard-working folks who have accumulated wealth over their lifetime deserve every opportunity to live an Abundant Lifestyle and leave an Abundant Legacy.
Richard is a nationally-recognized Financial Educator, Author, Speaker and Retirement Planner. As the creator of The Abundant Wealth Process and
co-author of Retire Abundantly, Transformational Investing, and Giving Transforms You, you may have seen Richard in NBC, ABC, CBS, and FOX network affiliates and Wall Street Journal’s Market Watch, Yahoo Finance, Investing Daily, Wall Street Select, The Wichita Eagle, Wichita Business Journal, among others.
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