Lifechangers wealth building strategies

09/18/2023

https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action?autoplay=true&referrer=playlist-the_most_popular_ted_talks_of_all_time

Simon Sinek has a simple but powerful model for inspirational leadership -- starting with a golden circle and the question: "Why?" His examples include Apple, Martin Luther King Jr. and the Wright brothers ...

09/13/2023

https://www.instagram.com/reel/CxGXZSPAgQ-/?igshid=NzZhOTFlYzFmZQ==

09/07/2023

https://www.instagram.com/reel/CvX9u68g-jm/?igshid=NzZhOTFlYzFmZQ==

09/07/2023

https://www.instagram.com/reel/CuQPAYqxhfX/?igshid=NzZhOTFlYzFmZQ==

09/01/2023

Teach a “Prepare to die” course

Hello, my name is Anika Mentoria, you killed my father, prepare to die

09/01/2023

IMPORTANT information to get your affairs in order‼️
💰Make sure all bank accounts have direct beneficiaries. The beneficiary need only go to the bank with your death certificate and an ID of their own.
🏡 TOD = Transfer On Death deed if you own a home. Completing this document and filing it with your county saves your heirs THOUSANDS. This document allows you to transfer ownership of your home to your designee. All they need to do is take their ID and your death certificate to the county building and the deed is signed over. Doing this will avoid the home having to go through probate.
👨‍👩‍👧‍👦Living Will: Allows one to put in writing exactly what you want done in the event you cannot speak for yourself when it comes to healthcare decisions as well as other final decisions.
👩🏽‍⚖️Durable Power of Attorney: Allows one to designate a person to make legal decisions if you are no longer competent to do so.
🏥Power of Attorney for Healthcare: This document allows one to designate someone to make healthcare decisions for them.
🛍Last Will and Testament: Designates to whom personal belongings will go to.
🪦Funeral Planning Declaration: Allows one to say exactly one’s wishes as far as disposition of the body and the services.
If the above documents are done, you can AVOID probate.
If all the above is not done, you have to open an estate account at the bank. All money that doesn’t have direct beneficiaries goes into this account. You have to have an attorney to open the estate account. The attorney also has to publicize your passing in the newspaper or post publication at the county courthouse, to allow anyone to make a claim on your property. - It’s a complete PAIN.
📚 💳Make a list of all banks and account numbers, all investment institutions with account numbers, lists of credit cards, utility accounts, etc. Leave clear instructions as to how and when these things are paid.
Make sure heirs know where life insurance policies are located. 📂
📝Make 100% sure SOMEONE knows your Apple ID, bank ID account logins and passwords!
🚗 Make sure you have titles for all vehicles, campers, etc!
Set up a TRUST for intended beneficiaries, especially those that are too young, and appoint a trustee of said trust.
MOST IMPORTANTLY!!!! - Talk with those closest to you and make all your wishes KNOWN. Talk to those whom you’ve designated, as well as those close to you whom you did not designate. - Do this to explain why your decisions were made and to avoid any lingering questions or hurt feelings.
⚡️Hope this helps! ⚡️Hope this lights a spark to encourage all your friends and family to take care of these things to make it easier for those we all leave behind!
My hope is that the above list at least helps you start an important conversation with your loved ones...
(REPOST-I DID) and it’s a very necessary conversation
♥️♥️♥️

07/22/2023

I mentor women, especially widows, on safe money strategies.

07/22/2023

https://blog.nationallife.com/?p=32817

“You know what I mean right?”… Well actually, I don’t. How many times have you had a conversation only to walk away not really understanding what was said? Probably mo…

11/03/2022

From Irma

These past 2 month have been a whirlwind. 🌪️
It seems like I am home🏡 for just a few nights and then off again….✈️

Today I am traveling to Kansas City for a 3 day in-depth annuity conference.

I am so excited to learn even more about how to protect families from loosing any of their retirement $ Dollars. 💵💸💲

4 years ago Alex and I set a goal to learn all we could about building a safe retirement plan. We had been really good about making money, but not so good about investing. There is something about being 40 years old and not feeling prepared…! Anyone else feeling this way 😳🙋‍♀️❓

If you are anything like us, the stock market did not make us feel safe. 2008 we lost a lot just like many others. We also were not educated enough about other options and that’s why we wasted many precious years and didn’t do anything. 🤔

Thankfully we discovered the SAFE MONEY STRATEGY. YUP….there is such thing. 👍
You can safely invest and NEVER LOOSE a single dollar.

Want to know what’s even more crazy?????

The wealthy folks have used this type of strategy to build wealth for themselves and their children for many decades.

And they teach it to their children. And what do our kids learn about retirement planning?????

😩NOTHING😩. They get a 401K if they get lucky and they think that’s all they can do. But that’s not the truth at all. There are better ways to prepare and save. You never have to loose money and even better yet…..You don’t even have to pay TAXES when you take out income.

Once I learned this, I couldn’t keep it secret. I had to share. It’s my nature. And this weekend I will learn even more so I can educate more families. 📖📚👩‍🏫

Helping people has always been at the core of my work. No matter what I do.

Weightloss coaching. Teaching families how to have Health and Wellness on a budget for the past 16 years. It all has to do with helping people better their lives.

Now I am adding the finacial peace to my helping people portfolio. It’s been amazing so far and I look forward to teaching many more Money 101 class this year and years to come.

Safe roll overs
New tax free retirement account
Living benefits to protect your assets
Million dollar baby accounts
…..and much more.

All of it at NO FEE to the client.

09/05/2022

09/02/2022

We are HIRING ❤️🙌👏

If you or someone you know is truly looking for a new career that allows you to grow to your true potential, help others, control your time and income then we should chat! 🥳🥳Positions as financial educators and financial consultants, no experience necessary.

Currently hiring for PT and FT and some work from home options are available. Must pass background check!

👉👉 NOT A MLM COMPANY!

If you would like more information or an interview please comment below or send me a private message 🙂🙂