My family and I spent the weekend at my parents’ home over August long weekend, along with both of my younger sisters, one brother-inlaw and 4 of my 6 nieces.
My youngest niece is seven years old and still loves having stories read to her.
It reminded me of when my girls were young. They loved it when Keri or I read a story to them, and occasionally, I would even make one up…
Let me tell you a story…
Once upon a time, there lived a beautiful queen and her handsome king in a castle in the middle of a fair land…
You have read many, many stories like this before.
What is the first thing the king would build around his castle?
A moat.
The moat kept people from digging tunnels into the castle and made it difficult to wade across for a full-frontal attack. Long before the enemy could swim across with weapons, the castle guards would be able to attack.
We have talked about the Four Pillars to Retire Abundantly.
There is one more thing.
Even with the Four Pillars in place, you are still vulnerable to life’s uncertainties.
Once you have your Four Pillars secured, you must find a way to protect yourself from those things that blindside you unexpectedly in life.
The concept is to build a “moat” around you and your wealth. A moat that protects against life’s uncertainties.
Step one is to determine which uncertainties you and your wealth are most vulnerable to. Next, put in place custom strategies and tools to protect yourself and your wealth.
All the strategies are a combination of legal or financial tools.
This concept of defending yourself, your loved ones, and all that you value with a moat started in ancient times.
It is even more necessary today. There are even more wealth predators.
With your moat in place, you will experience greater control,more peace, and a greater sense of freedom. Allowing you to have a greater impact on the world.
No better time than now to get your “wealth moat” in place, so you can sleep easier at night.
Want to see if you are vulnerable? Have us stress-test your wealth plan so that the end of your story reads, “and they lived happily ever after!”
Retirement is not the end of the road. It is the beginning of the open highway — where every mile is a story waiting to be told.”
— Anonymous
