Wealth Management Business

Dan is the founding member and CEO of K2 Business Group. He is one of the most accredited tax and financial advisors in the United States, including Master of Taxation, Enrolled Agent, Chartered Financial Consultant, Chartered Life Underwriter, Retirement Income Certified Professional, and Certified Exit Planning Advisor.

Gerardo Garcia Manjarrez, autor del best seller Mente millonaria, nos da la llave maestra para transformar nuestra relación con el dinero y sanear la visión de escasez que nos limita. Con historias reales, ejercicios, secretos y cuadros explicativos, Impulso millonario nos aporta las bases para una vida de abundancia permanente. Cambia tu economía hoy y hazlo para siempre.

A near-death boating accident forced 31-year-old James Nowlin to take a long hard look in the mirror. As a result of what he calls his “awakening”, this already self-made millionaire and respected CEO reshaped his perspective and reprioritized his life. In The Purposeful Millionaire, James shares the four-part formula he used to transform his life into one of abundance and purposefulness. He believes that if he can survive the literal waters from which he was pulled, you too can survive - and thrive - in life’s roughest waters.

In a world where financial opportunities often seem out of reach, “Empower Your Journey to Reinvent” is a groundbreaking guide designed exclusively for Black women in their 30s who are ready to take charge of their financial destiny. This empowering book combines practical advice, inspiring stories, and expert insights to help you overcome obstacles, maximize your earning potential, and create a legacy of prosperity. In this book, you will embark on a transformative journey towards financial empowerment.

After a lot of trial and error and trying desperately to devise a real solution to become financially wealthy, I came to a realization. I had to understand the rules of finances—basic and advanced ones—to become successful. I want to encourage my listeners to be financially aware and save money in an investment account. This book will be the first step in the right direction to understanding how money works, what to do with the money you earn, and how to win by investing early in your life.

Today, our Mother Earth is giving us a timeout to go to our corners and think about what we have done, and she is compelling us to wake up and to remember that we are all connected from the global markets and economies to the air we inhale and exhale. One day, we will realize that there is nothing more important in the world than knowing that each of us has a gift and that we are all here to support each other to fulfill that gift.

"Risk comes from not knowing what you're doing." — Warren Buffett. “The best investors do not target return; they focus first on risk and only then decide whether the projected return justifies taking each particular risk.” - Peter Bernstein. In investment, the risk is inevitable, but its severity and probability vary. The book empowers you to manage the risk to - 1) minimize the losses and 2) weigh the opportunity cost. Further, you can devise the framework and strategies to take on long-term investment success. The book is written to help you manage risk holistically. The risk could...

As any entrepreneur will tell you, building and scaling startups is no easy feat. That’s exactly how Jonathan felt while launching multiple startups throughout high school and as a student at UC Berkeley. There weren’t any resources available that provided specific advice on how to reach that coveted first million dollars in revenue. Jonathan found information in disparate chunks spread across the web or in college textbooks. The concept of “growth hacking” was also obscure, with no actual steps on how to try it.

This chapter-level audiobook can change the way you listen to BigShots - mostly businesspersons with a snapshot or two of politicians - as they pontificate for public consumption and personal gain. You'll recognize the spin, that dastardly polite euphemism for lies that the advertising/PR folks coined years ago to anoint their profession with a bit of undeserved dignity. In the process, you might gain a more realistic grasp of what's going on around you and how your mind is being manipulated, aka brainwashed.

Mike Desormeaux's Wealth Won't Wait is your handbook to tried, true, and proven financial wealth-building through investing in real estate. This book teaches proven, reliable, in-the-trenches real estate investing to help you escape the nine to five, regain your freedom, and live in abundance. For living more and working less, this book is the blueprint. Wealth Won’t Wait is your ultimate guide to real estate investing, creating passive income for life, and finding the right investment for you!

Tienes ante ti un viaje de 29 días en el que te reconciliarás con tu dinero y tu economía mirando tus números de una manera más humana, más cercana y más alineada contigo. Nieves Villena te ofrece la oportunidad de dedicarte un tiempo para desbloquear límites y creencias que te impiden seguir avanzando de forma saludable hacia tu felicidad económica. Así podrás vivir desde el equilibrio y construir una relación positiva contigo y con las personas que te rodean.

A life-changing guide for creating financial and location independence. Live Freely: Freedom to Work Whenever, Wherever! is a how-to guide that provides a looking-glass into the author's story of triumph and how she went from a teen mom living in Savannah, GA, to globetrotting scientist and CEO. Through the practical principles outlined in this guide, she demonstrates how she got out of debt, fired her boss, and began traveling the world. You will learn how to build wealth and create passive income to invest.

"Wall Street é o único lugar para onde as pessoas vão de Rolls-Royce pedir conselhos a quem pega o metrô." O autor da frase acima é Warren Buffett. A sabedoria que o tornou uma das pessoas mais ricas do mundo está nas 125 máximas reunidas e comentadas neste livro. O grande mago dos investimentos expõe com verve e humor sua filosofia como investidor, gestor, cidadão e pai de família. Aprendemos conceitos que podem fazer toda diferença em nossas decisões financeiras e empresariais, poupando-nos de grandes perdas e dissabores.

Being wealthy in its true sense is not all about the numbers on your bank statement. It is about finding the balance between the four types of wealth to live freely for a fulfilling life. If you're earning millions at the cost of your health, social relationships, and the time you were supposed to spend with your loved ones, then you must redesign your lifestyle and prioritize your time wisely.

Do you want to be a millionaire? The truth is, you don’t need luck or special privileges—all you need is the right information and the desire to succeed. That’s where Millionaire Mindset Mastery comes in. This audiobook will teach you everything you need to know about how money works and how to make it work for you. You’ll learn how to develop the habits of millionaires, attract prosperity into your life, and achieve success no matter what obstacles stand in your way. Once you have the millionaire mindset, everything else falls into place.

I've always found it ridiculous that millions upon millions of individuals earn a living online, yet nobody thought about writing a book which teaches those people how to manage their money properly. Therefore, I've decided to roll up my sleeves and write one myself. Why? Simply because I also earn a living on the Internet and have been doing it since, well, since pretty much forever. Those who make money online are a special breed with highly specific wealth management needs and this book finally fills the void.

Ogni parola della lezione del signor Carnegie è degna di studio. Le sue parole provengono da un'esperienza matura e sono rivolte ai giovani; egli parla con un cuore colmo di premura e di umana compassione. Mostra i gradini che devono essere saliti con un avanzamento regolare verso il successo negli affari, e insiste sul fatto che oggi non vi sia mancanza di opportunità per coloro che imparano a trovarle o a crearle. Per i giovani è a favore di una carriera negli affari piuttosto che una carriera artistica o professionale, per dei motivi che, per una mente aperta, sono buoni.

Having started out as an ambitious financial advisor who quickly moved up to the top one percent producer on Wall Street, Jeff Thomas's journey is one of transformation: moving from a focus on earthly success to one of greater significance. Maybe, you too believe, as Jeff once did, that if you gain success, significance will inevitably follow. But as Jeff has learned, "Having achieved the financial success that I was striving after, I came to discover that the golden egg was hollow."

This is the go-to choice for anyone who wishes to generate multiple sources of income streams and attain financial freedom now and in the years to come. It assists you in discovering approaches and opportunities to bring in money that is solid and consistent and doesn’t even requires long working hours to figure out a way to earn livelihood. This book aims at devising strategies and ways to earn cash while you rest or while you’re spending quality time with your family and loved ones.

Around 90 percent of small businesses fail every year. However, if you adopt this one simple mindset...you'll have a business built to thrive during the hardest times. A business built to survive anything life throws at you. A business people love to support, and in turn, a profitable business that supports you.