by Michael Isom | Dec 3, 2015 | Thoughts on Financial Security
By far the #1 favorite strategy of our clients (past and present) is Cash Flow Banking… We field hundreds of customer service requests each month, and the overwhelming #1 favorite strategy people write in about is Cash Flow Banking. It also generates the...
by Michael Isom | Sep 17, 2015 | Thoughts on Financial Security
See WHY the WSJ Calls This: “The Tax Shelter of the Rich…” The Wall Street Journal calls it “the tax shelter of the rich.” We call it Cash Flow Banking… The best thing? You don’t have to be wealthy to use it. In fact,...
by Michael Isom | Sep 3, 2015 | Thoughts on Financial Security
Michael Isom and Barry Brooksby, owners of Optic Financial have worked with Garrett Gunderson for years. We think you’ll enjoy this article and wanted to share it with you… Is there really a secret to becoming a millionaire? We don’t pretend that...
by Michael Isom | Aug 28, 2015 | Thoughts on Financial Security
February 24th, 2014 I Received a Phone Call From My Sister Anne… …Telling me that our father had passed away unexpectedly. Many of you remember this day in my life. I think of my Dad often. I think of the many many experiences that I was able to...
by Michael Isom | Aug 20, 2015 | Thoughts on Financial Security
Have you ever been in a rush to find something in your house that you are looking for? Let me give you an example. The other day my wife Wendy and I were in the car backing out of the drive way to head to dinner. Our weekly date night. Love connecting with her...
by Michael Isom | Jul 21, 2015 | Thoughts on Financial Security
My family, I want each one of you to know how much I love and appreciate you. We have grown so much together. We have learned so much from each other. And we will continue to for many many years. Thank you all for choosing to love and support each other, especially...
by Michael Isom | Jun 23, 2015 | Thoughts on Financial Security
Perspective Determines Action Do you know the answers to these questions? What is the purpose of saving money long term? What is the ultimate objective of my Retirement Savings? How much do we need to save? And where do we need to save it? Do I know how much I...
by Michael Isom | Jun 11, 2015 | Thoughts on Financial Security
Yes, there are days when I’m not “feeling it.” I get frustrated, easily irritated or just not in “the mood.” But those days are few and far between. Thank goodness. …Or not? Having one of “those days” gives me perspective. If I choose for it to. Each of us has the...
by Michael Isom | May 22, 2015 | Thoughts on Financial Security
I took the time to type this out because of the significance that it has played in my life. I hope you enjoy it. Let me know if you do. Why so much unhappiness even though we are accomplishing so many damn good things in our life? And then there are those who...
by Michael Isom | May 15, 2015 | Thoughts on Financial Security
Every man is free to rise as far as he’s able or willing, but the degree to which he thinks will determine the degree to which he’ll rise.” -Ayn Rand Some of the greatest stresses I hear from clients consist of saving and investment decisions they...
