Family Wealth Secrets Online Magazine

Tying the Financial Knot. What to Know Before You Get Married.

The day my ex-husband and I combined our finances was far more significant to me than the day we got married.  Marriage was a big party and a piece of paper signed by the County Recorder.  Combining our bank accounts was a much bigger deal. On the day we combined our bank accounts, I knew we were making a financial commitment to each other that would be difficult to unravel if things didn’t work out. And they were. Here’s a few things I wish I had known before we combined our finances: 1. Taxes If you are married on the last day of the year, you will file a joint tax return for that whole year.  Even if you get married on December 31, you still file jointly for the whole year.  Yes, you can file as married people filing separately, but that’s not the same as filing two separate tax returns.  You are still ...

Posted in Asset Protection, Divorce, Family Happiness, Family Wealth, Finances, Legal, estate planning | 2 Comments »

How to Get What You Want

One of the things I've been very good at is manifesting what I want in my life.  People often ask me how I do it.  How at only 35 have I managed to have two kids, live in a dream house on the ocean in Hermosa Beach, build two million dollar businesses and attract my ideal life partner? Today, I want to share with you my secrets for having everything I want so that you can too.   First, you must understand that you are already a master at manifestation. Look around you and understand that everything around you right now has been created by you and your thoughts.   If you are not happy with what you see, take full responsibility for that, not from a place of shame or guilt, but from a place of empowered knowingness that because you have created it, you can also change it. Next, become aware that the secret ...

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Financial Freedom Hour Pilot Today!

Today is an exciting day for me because I am taping the pilot episode of the Financial Freedom Hour. I decided that while I wait for CNBC to decide how they want to move ahead with me, I'd take matters into my own hands and take the action that would bring me closer to what I want. If you want to look over my shoulder at how this pilot comes together, click here and you'll get call-in details so you can watch what's happening behind the scenes. What Do You Want? If you've ever wondered how I've created so much in my life and so quickly, today's article will give you the step by step so you can have everything you want too. "See" you on the pilot this afternoon!

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Big news in LA in two weeks …

Oh yes, I know I've been sending out a lot of big news lately.  CNBC, my pilot episode of the Financial Freedom hour, Kaia appearing on the Ellen show.  So much greatness. Now here's some greatness that is going to hugely benefit YOU if you live near LA, you are a business owner and you want to first class business building advice at a huge discount. And, there's no better time for it! Michael Port is coming to LA in two weeks. You know who he is right? If case you don't, he's the author of the international bestseller Book Yourself Solid, Beyond Booked Solid and The Contrarian Effect. The Wall Street Journal called him a "marketing guru." He's been on TV more times than I can count and he's headlined events with folks like Seth Godin, Jim Collins, Tony Robbins and Tom Peters. He's also a good friend of mine and one of my ...

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The Financial Freedom Hour Debuts … Nov. 6 plus check out the PS before you rock the vote

I'm creating a show, either for radio or TV. Perhaps for both. I need your help to prove my concept. On November 6, I'll be taping a live pilot of the Financial Freedom Hour. It's an hour that will give you the tools for the financial freedom you've been craving. I know you want to take control of your financial future and live the real American Dream, not the American Dream of big TVs, new cars and overpriced houses, but the dream of being your own boss, controlling your own destiny and having a secure financial foundation beneath it all.  If this is your dream, I hope you'll join me on the pilot of the Financial Freedom Hour. And, if you want to be a part of history and be one of the caller's I work with on the pilot episode (which by the way may be heard by thousands of people and connect you with ...

Posted in Events | 4 Comments »

Getting Divorced? Vital Info Re Your Estate Plan

If you've already got an estate plan in place and you are going through a divorce, you've got some steps to take because no matter how you cut it, divorce has a major impact on your estate plan. I hate to tell you that because I know that the last thing you want to think about in the middle of your divorce is your estate planning and yet, it's critically important unless you want your ex to end up with control over all of your assets if anything happens to you. Yep, that's what could happen if you don't address your estate planning as part of your divorce ... your ex could end up with everything or at the very least in control of everything.  For most people going through a divorce, this is the last thing they want. It certainly was for me! To make sure this doesn't happen, you need to revamp ...

Posted in Asset Protection, Divorce, Finances, Legal, estate planning | No Comments »

Happy Halloween

I'm looking forward to spending the entire day tomorrow up at the kids' school for Halloween.     They have a cute Halloween parade and then we'll bring the kids over to Little Sisters of the Poor in San Pedro to bring some Halloween cheer to the men and women there who love to see the kids all dressed up. Kaia's going as Little Bo Peep this year and unfortunately we couldn't get Noah to go as a sheep - of course, he wants to be a swamp reaper - so perhaps, I'll be the sheep. I'll send pictures, if so. Check out my personal blog for a scary update re toxic Halloween Candy and make sure to check out the music video Kaia appeared in, which has landed her and her fellow choir members on the Ellen show! That'll air on election day, Nov 4. Getting Divorced? Critical Estate Planning Info. If you are going through a divorce, ...

Posted in Family Happiness | No Comments »

Back From NYC

I'm back from my whirlwind Cape Cod/NYC trip and fighting off the sniffles congestion thing from all that traveling.  The CNBC meeting was off the charts. If I could have scripted the words that came out of the mouths of the development executives I met with, I would not have had them say anything different. It was that good. Next steps?  I don't know! That's how the "business" is apparently.  We love you, we want you ... now let's see how you deal with radio silence. Fortunately, I was well prepared for this by my high school boyfriends so I'm in a place of anticipatory patience. And manifesting the opportunity of my lifetime.  More about that on my personal blog.

Posted in Personal Reflections, Spreading the Message | No Comments »

You’ll Kick Yourself If You Miss This: Financial Freedom Opportunity #1 in a Down Market.

Yes, the market is down.  You’ve probably lost a little money.  Maybe a lot.  You’ve heard me talking about opportunities.  Perhaps you’ve wondered what I meant by opportunities. Today, the first of two opportunities you cannot afford to miss in this market downturn. This one is for business owners. Planning Opportunity #1:  Proactive personal asset protection If you own your own business, this is the time to think about asset protection. A few years ago, when I heard about asset protection, I poopoo’d it as something that didn’t apply to me. First, I figured I didn’t have anything to protect and didn’t need to waste money protecting assets for the future when I needed to focus on growing those assets now. Second, I thought it was something fear-mongering lawyers put out there to generate more business, but wasn’t really necessary. Last, I thought it was only for the uber-rich, who were setting up shell companies in places like ...

Posted in Asset Protection, Family Wealth, estate planning | 3 Comments »

Disability Insurance Claim?

Before you make a claim for coverage under your disability insurance policy, you must read this book.  It reveals the mistakes claimants and their doctors make and shows you how to fill out the forms correctly. It contains horror story after horror story of folks who made mistakes in their claims and were denied as a result.  Don't file a claim for coverage without checking Robbert Without a Gun by Ben Glass out first.

Posted in Legal | No Comments »