Ever know someone who’s got the big house, a place at the lake, two Range Rovers, private schools, and ritzy vacations, yet they still complain about money? Maybe that someone is you? Do you know what your real “burn rate” is—the amount of money you reliably spend per month when you add up mortgage, insurance, […]

After a bumpy November, investors are looking at the calendar with a mix of anxiety and hope, waiting for Old Saint Nick to secure a solid December. I can almost hear Springsteen’s rendition of Santa Claus is Coming to Town playing over the trading floor loudspeakers. However, there is often a misconception about what this […]

Part of what makes the American economy the envy of the world is twofold: First, Americans’ insatiable desire for self-determination and professional independence — or put more simply, our collective belief that you can dream up an idea and set sail on the sea of starting your own business. Second, a business environment that actually […]

Remember during COVID when mortgage rates dropped below 3%? People were buying houses or refinancing like crazy. But now what? The housing market is in a freeze of sorts as there are simply not enough homes for sale. Homeowners are reluctant to give up a 3% mortgage only to turn around and buy a new […]

I’ve always been a big fan of Thanksgiving—maybe more than most. I look forward to the warmth of family time without the pressures of gift shopping, wrapping, and marathon holiday scheduling. Christmas is wonderful, of course, but it can feel like a sprint: closing out year-end business, juggling the kids’ school performances, tracking down gifts, […]

Be Brave! Or as a smart friend recently told me, “Scared money don’t make money!” I want to help you make money. To some of you, this current market pullback feels like you’re losing money. You’re not, unless you decide to sell. Provided you don’t have an emergency and need the cash right now, odds […]

ROBS: Rolling Over Your Retirement to Start a Business Dear Exit Wealth® Members and Friends, For you dreamers out there—certain you’ve got the perfect business plan if only you had the money to get it started—you very well may have the money you need… sitting quietly in your retirement account. And there’s a legitimate IRS-recognized […]

Thinking About Starting A Business? Tax Law Changes Could Mean Millions More For You If you’re a small business owner eyeing an exit in the next few years, the One Big Beautiful Bill Act could be your new friend. President Donald Trump’s recently enacted law expands Qualified Small Business Stock (QSBS) benefits — meaning if […]

Dear Members and Friends of Exit Wealth, We hope you enjoyed the long weekend. Maybe you relaxed or binged a new show. Netflix recently released Extant starring Halle Berry, where she raises a humanoid robot “son”, a child her character clearly loves dearly. A decade ago, that would’ve been pretty far-fetched sci-fi. Today? Could you […]

August 25, 2025 Dear Members and Friends of Exit Wealth, Do you think the Bezos household invests like the average 401(k) warrior? Or Elon Musk? Or the endowments of Harvard, Yale, Texas, or UGA? Not a chance. The world’s most connected, astute investors are operating in a different sandbox – investing in private lending, debt, […]