Navigating the complexities of wealth, private business exits, and high-income preservation. Built for those who have already won the game, but want to optimize the outcome.
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The Lone Star Perspective
Navigating the complexities of wealth, private business exits, and high-income preservation. Built for those who have already won the game, but want to optimize the outcome.
The Lone Star Perspective by Matt Magee at mForce Capital Special thanks to long-time readers Scott and Bobby for the conversation that inspired this piece on Trump Accounts. I hope you find this helpful; please reach out with any questions. I saw this LinkedIn post recently, and it made me stop. If you find yourself in this income range or even higher, and don't feel like you're getting ahead. Please give me a call. I can help. Yes, your taxes are high. Yes budgetting is still important....
The Lone Star Perspective by Matt Magee at mForce Capital If you want to see a world-class logic error, look at how the most successful people in America handle their kids. These are people who built empires by delegating, mentoring, and allowing their VPs to make expensive mistakes. Yet, when it comes to their own families, they try to do something even more impossible: They try to run the family from the grave. They hire lawyers to build "Dead Hand Control." It’s a 100-page legal document,...
The Lone Star Perspective by Matt Magee at mForce Capital I have the pleasure of working with a diverse client base. Some are business owners or corporate executives clearing over $1 million annually. On paper, they've won. It's usually around the time they retire or sell a business. Something along these lines is said. "I have everything I thought I wanted. So why do I still feel like this?" Here's what I've learned: Your biggest financial obstacle isn't in your portfolio. It's in your head....