Brad Kingsley, CEPA®, CFP® | Certified Value Builder

Helping owners grow income, maximize value, and build (or re-build) a business that can run without you - even if you never plan to leave.
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How to Become a Millionaire By Investing Consistently

How to become a millionarie

Investing consistently is a key building block of wealth building, but many people don’t understand why it is so powerful. Well, today we’re going to explain it for you! And once you understand it, you’ll be even more motivated to keep your investing consistent. First, make sure you have your emergency fund in place, and […]

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The TRUTH About Stock Market Returns

Stock Market Returns

What was the average annual return of stocks over the past 5 years? How about for the past 20 years? What was the return for a 60/40 stock and bond mix portfolio? There are a lot of numbers thrown around on how stocks have done – and will do in the future. Let’s dig through […]

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5 Reasons Your Investments Are Performing Below Average

Why your investments are underperforming

A study of 70,000 investor portfolios showed that in 2016 investor returns lagged the market by a whopping 7%! Yes, the average investor gained 5% but the S&P 500 returned 12% over the same period. Why? Well, here are 5 reasons your investments might be performing below average. It’s part of the behavior gap Financial […]

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How To Create A Triple-Tax-Free Million Dollar Retirement Plan

HSA Investing

Today’s topic is a guest post from Certified Financial Planner, and Wealth Summit founder, Greg Phelps. This excellent article on leveraging a Health Savings Account for retirement can save you a ton of money in taxes. This is definitely worth reading! A triple-tax-free million-dollar retirement plan? This is by far one of my favorite money […]

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Early Retirement Charted: This Chart Just Might Blow Your Mind

Early Retirement Savings Chart

Here it is: Early retirement charted out for you. At some point in time, everyone has probably thought it would be nice to retire early and wondered what it would take. Well, I’m going to show you a simple chart that tells you exactly what it requires. Retirement isn’t dependent on how much you make […]

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Proverbs 19:20

"Get all the advice and instruction you can, so you will be wise the rest of your life."

About Brad…

Professional:
Certified Business Value Builder
Certified Financial Planner

Previously founder & CEO of OrcsWeb, CloudServers.com, and Cytanium (all sold).

Personal: Christian, husband, father, philanthropist, entrepreneur, and mentor.

Recent Posts

  • The Key to Scaling Up a Service Business
  • The Value of Financial Advice (Updated Research)
  • How to Defer Taxes on up to $55k when Self-Employed
  • How 8 Key Investing Indexes Performed In The Past 10 Years
  • How We Made Our Second Million

Disclaimer

The information contained on this web site is the opinion of the individual authors based on their personal observation, research, and years of experience.

Because each individual’s situation is different, the reader should consider working with a fee-only CERTIFIED FINANCIAL PLANNER™ professional for their specific financial needs.

Investment Advisory

Investment advisory services are offered through Cast Financial LLC (“Cast Financial”), a registered investment advisor located in Nebraska.

Cast Financial is registered in NE & SC. Cast Financial may only transact business in those states in which it’s registered or qualifies for an exception or exclusion from registration requirements.

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