Wealth in the Fifth Dimension

How many clients does your advisor have, and which number are you? Systems    onboarding process  The financial plan  The intellectual capital/research The review   The maintenance  If your advisor has hundreds of clients and no process it's impossible to service you. Ask your advisor how many client's so they have? And, what process/systems they use to manage all of their clients effectively. 

In today's short episode, we discuss the importance of momentum and consistency in investing...

Are you wondering what's causing the sell-off in digital assets?  In my studies, I see major institutional firms taking major positions in digital assets while retail investors are forced to navigate the space alone or with the wrong information. For example, Vanguard, Fidelity, and Blackrock are taking major stakes in digital assets.  Yet, many firms don't allow retail investors to participate in...

Levis Strauss did not have a closed mind. In the 1800s during the San Francisco gold rush, Levis Strauss figured out that most people failed at finding gold. He didn't become obsessed with gold. He saw the trend and was willing to explore it. He went to San Francisco. He didn't talk about going to San Francisco. Instead on focusing on he capitalized on the trend. What does this have to do with wea...

Most people overemphasize their investments and neglect the custodians. Most people don't understand the importance of a custodian in their investment decisions. Choosing the wrong custodian can turn a great investment into the worst decision. Understanding custodians, their roles, and security features are critical when investing in any asset, especially in digital assets. Before you buy a house,...

Many people think that being certified in the Blockchain and Digital Assets means it's time to start investing. There is so much misinformation in my industry. Some of the misinformation leads to ignorance and some to misunderstanding. This is not people's fault. After all, people understand the difference between a doctors advice and the pharmacist. Unfortunately, people can't connect the dots be...

Is it too late to participate in digital assets? I'm afraid many people invest for the future looking at the past WHY Looking at what an investment did in the past is a major flaw in luring the wrong investors into digital assets. These same people are the ones that make the headlines and lost their shirt. Digital assets are not a casino yet many so called investors are nothing more than speculato...

Jamie Dimon warns of a financial hurricane coming and what does this mean for you, your money, and your family… Traditional mentors don't work in non-traditional environments. Mentors who fail to adapt to the times should be evaluated and replaced. I find that the financial services industry and some of it's head honchos have been wrong about digital assets, Bitcoin, and many economic predictions....

What are NFT's and why should investor's pay attention? Do your kids play video games or navigate online? Let's start with the relationship between Metaverse and the Blockchain. Tokens are byproducts of the Blockchain and the digital age. The space is growing rapidly and token utilization expands to commerce. Want to join the Metaverse you'll likely need some tokens. The world of the Metaverse see...

These countries have made Bitcoin their central currency and how the US and others are working on their own CBDC.  CBDC's are the ultimate seal of approval of Bitcoin and other digital assets  The truth must come out and I need to prepare myself and my clients for what's to come...  People have no idea what a CBDC is.  A CBDC is a central bank digital currency.  There are many countries who have a...

Can Bitcoin Replace the US Dollar? We must first start with what is the definition of money and does Bitcoin meet this definition? To understand if Bitcoin is a viable replacement for money one must understand the definition of money and test it to see it meets the definition. Many people don't know the reason why Bitcoin was created. Bitcoin was created as a result of the financial crisis of 2008...

In today's episode, we discuss how the blockchain works. How it works in relation to Bitcoin. And, you need to understand this dynamic so you can become an informed investor. Join me today as we break this down in way we can all understand.

Many people discard bitcoin as a fad yet it appears that this opinion is reserved for the retail sector of investing. Institutions and major corporations are some of the key participants in Bitcoin. I had to look outside of my traditional learning channels to obtain information about digital assets. Financial advisors and retail investors want and need quality information in digital assets. If the...

One of my biggest concerns about Bitcoin and how education can shift most paradigms. Bitcoin can be used for illicit activity. Bitcoin used for Illicit activity was a major obstacle that I had to overcome to become open minded towards the space. The anonymity component of Bitcoin attracts bad actors to the asset. From 2014 to 2020 the SEC reported 700 cases of fraud, lack of disclosures, ponzi sch...

How to safeguard your Digital Assets? Proper storage of digital assets is instrumental in investing in this space. What is the story you're telling yourself about this discovery? Digital assets, particularly bitcoins, require proper storage. Many people don't know the importance of storage when it comes to their digital assets. If you can safely store your digital assets your understanding and con...

Title: The Blockchain Explained Date: Saturday, June 4th 2022 Domain: BUSINESS Life lesson: The blockchain technology is being used by institutions NOW. Core idea: I want to explain how blockchain works so one can make sense of its implied economic benefits. Fact #1: HIGH RELIANCE ON TRUST Our current system relies on high levels of trust. Because of this lack of trust we have created a monetary s...

What is the blockchain? How does it work? And, could this technology transform the way we do business forever?

Ask yourself this question? Does Warren know you? Your financial goals and your needs. What is his risk tolerance? What is yours? All this and more in today's episode.

You don't want to miss today's episode. We do a deep dive on a real financial plan case study so you can learn about the possibilities of financial planning. Tune in today...

D14: Digital Asset and Blockchain Certificate is complete so what's next? Tune in today...

US Government banning digital currencies? What are you going to title this Discover Stack? US Government banning digital currencies… What domain of CORE 4 are you Stacking? BUSINESS Who/What are you stacking? Which government bodies are involved in the regulation of digital assets? In this moment, what Discovery has Which government bodies are involved in the regulation of digital assets? activate...

Do you know the 3 different types of approaches governments worldwide use toward digital assets? 1. There are many countries embracing and rejecting digital assets  2. Put crypto under the right lens  3. Put digital assets in the proper context  4. I'm becoming a certified financial advisor in digital assets and I would say less than 1% of advisors are equipped in this space When building a portfo...

Most people will fail at investing in digital assets, and this is why? At this moment, what Discovery has Most people will fail at investing in digital assets, and this is why activated in you? I will explain why most people fail at investing in digital assets and what to do about it. What is the story you're telling yourself about this Discovery? Challenges Vs. Opportunities You don't understand...

 How to invest in digital assets and digital currencies (The Process)    Life lesson:    Follow the money.   Core idea:    I am about 80% through my blockchain and digital assets certificate and I'm learning how to evaluate and deploy digital assets in a client's portfolio.     Fact #1: AN OPEN MIND Be open-minded to the possibilities of digit...

Thoughts and prayers for the families in Uvalde Tx.