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60 Seconds

Investing 60 Seconds in You – Working overtime… For you

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Investing 60 Seconds in You – Working overtime… For you

In your early years your boss approached you and said I appreciate the hard work you put in. I have some after-hours projects if you want to earn more.

You likely jumped at the chance. Your boss likes you and you liked the paycheck.

Fast forward 10 to 20 years.

Though most jobs pay salary and not overtime anymore you still benefited from those experiences.

My question to you is…did you put that extra bonus money aside?
Did you see it as a gift which could build into something large?

Your money could have been working overtime all these years in the form of compound interest.

We investment professionals spend hours working overtime for your investment success.

 

Discipline yourself to set money aside for your future.
We are charged with going all out and working overtime for you.

 

I’m Robert Lee, thanks for watching. and remember, Relationships matter

 

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60 Seconds

Investing 60 Seconds in You – Weighing the pros and cons

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Weighing the pros and cons
Do you ever just do something on impulse?

 

You were all set to buy something at the store or online.

 

You searched it out, found it and pulled the trigger to buy it?


Once you have it in hand you begin to consider the value of the item, it’s merit– the pros and cons.

Some of you have had the same experience when it comes to investing or life insurance.

 

You know what had to be done.

 

You looked, Liked and pulled the trigger.

 

Looking back maybe he/she seemed to be the right fit.

 

But now as you weigh the pros and cons you are rethinking your decision. No phone calls or rarely in the last year or two. 

No concrete advice or direction from them?

 

Poor fund performance?

 

No vision you both share for your retirement goals?

 

Now that you weighed the pros and cons, is it time to rethink your strategy?

Look for someone who puts you first and acts like it.

 

Just food for thought.

 

I’m Robert Lee, thanks for watching. And remember, Relationships matter

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60 Seconds

Investing 60 Seconds in You – Owning up to it

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Own up to it
Some people I meet have the opinion that life is too easy.

Any subject you bring up, they have figured it out with all the answers.

 

While we want to celebrate their successes, no one has cornered the market as a know it all.

 

To state the obvious, plumbers, electricians, tax pros, attorneys, dentists, financial advisors all have careers because many of us cannot and have not figured it out.

It’s OK to admit where our experience and knowledge stops at a point.

If your investments and financial plans have hit the wall—you’ve done all you can.


Own up to it


Hire a financial professional with 25 years of experience.


Just take a moment


you owe it to yourself


it’s time to reach out

 

I’m Robert Lee, thanks for watching. And remember, Relationships matter!

 

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60 Seconds

Today’s Investing 60 seconds in You – Hard work and your money

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Hard work and your money

Let me explain

Look back at your first few jobs.

You learned the ropes on how to do your job.

 

You also learned about overtime. You saw others stay later than you so you inquired.

 

Time and a half sounded good in those days.
More money in your pocket.

 

You found the secret to investing. Pay yourself first.

 

With your wages, what percentage went towards your future?

Just enough or barely any?

 

Did you spend it on pleasure or purpose, pain or gain? Hhmmmm

 

Money—hard to come by—so easy to go out.

 

Who is working hard for you so your money works hard for your future?

Financial professionals are here to partner with you, guide you, caution you, and prepare you for up to 30 years of enjoying retirement.

 

Let us do the hard work so your money really works for you.

Whose money is it?  Yours!

 

I’m Robert Lee, thanks for watching. And remember, Relationships matter

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60 Seconds

Today’s Investing 60 seconds in You – Get your spouse involved!

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Marriage is a team building sport.

You and your spouse each enter the relationship with strengths and weaknesses.

Hopefully your spouse‘s strength‘s cover your weaknesses and vice versa.

Key is to have open conversations each day on topics relating to marriage.

Look at marriage as a union between two business partners.

Each has roles to play, decisions to make, and vision for their joint future

Agreeing on Money, Budgets and retirement are a foundational corner stone of a strong marriage.

Sometimes 1 spouse pays the bills while the other does the shopping.

Do you both get together on your investments, retirement goals and progress on a consistent basis?

Of the married people I meet monthly, only one spouse comes in for the meeting 60% of the time.

I gently ask where their spouse is and hear a variety of reasons why they chose not to attend.

My encouragement is to emphasize how important making these decisions are to your spouse.

Some tell me they’re just not interested or don’t care. 

 

My efforts are making clear to each couple where they stand financially when one spouse has passed away.

Please make sure you both are together on this so there are no surprises.

Get your spouse involved!

I’m Robert Lee, thanks for watching        

 

And remember, Relationships matter

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60 Seconds

Today’s Investing 60 seconds in You – Oh how the decades fly by

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Oh how the decades fly by

From your Roaring 20s, to thriving 30s, to fantastic 40s, and fabulous 50s. Reflect back a few decades if you’re old enough too.

During your 20s you may have finished college, found your first career opportunity, met your spouse, had children and bought your first home.

During your 30s, you really began to know yourself, more children, advancing in your career, or upgraded to a new one, and traveled more.

During your 40s, you established who you are in your family, career, faith and with friends.


During your 50s, you may have experienced empty nesting, more traveling, appreciate life more and long to retire soon.


Wait, did we invest time & treasure back in our 20s, 30s, 40s, 50s?

What do you have to show for your efforts to-date?

Are you pleased with your progress?

So what is your next move?

What is your past investing in your future?

Time is of the essence…Reach out if we can help.

 

I’m Robert Lee, thanks for watching        

And remember, Relationships matter! 

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60 Seconds

Investing 60 Seconds In You – Worth a minute of your time

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When We Were Young

If something happened at school or in the playground we knew who to call: Mom. As teens if we made a big mistake we knew who to call: Dad.

 

As college students, figuring out life away from home, we knew who to call: Mom or Dad.

 

When we were hired for our first real job we knew who to call. When we met married and had our first child of course we knew who to call.

 

As your investments are experiencing the risks of the market do you know who to call? Do you know who will take your call? Do you want them to take your call? Do you want them to call you? How often?

 

As we have saved in our phones the number to our doctor, dentist, chiropractor, lawyer, tax person, who are we missing? Your investment professional. Yes, we are here to serve your needs.

 

I will take your call. I’m Robert Lee.

 

Thanks for watching and remember… Relationships Matter…

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60 Seconds

Investing 60 Seconds in You – Are They The Right Fit

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When we were in our teens after going out on a date, inside our inner thoughts we asked ourselves “are they right for me?”

When you went to buy your first car, test drove it; You asked yourself is this the right car for me?

After two weeks at your first real job, one morning you looked in the mirror and asked, “do I fit in here?

When you met the person you married the butterflies always tickled your heart with “are we right for each other?“

Take a look at the direction of your investments.

Ask yourself, are they making the right progress?

Then ask yourself, “are they the right fit?”

If it doesn’t sit well in your heart, stop and do something about it.

                       

I’m Robert Lee, Thanks for watching. And remember, Relationships matter

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60 Seconds

Investing 60 Seconds in You – Fortitude, What’s It All About Really


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Investing 60 seconds in You

Fortitude, What’s It All About Really

As I have had the privilege to meet individuals, couples, and business owners over the past 25 years, one main factor has revealed itself. Many times in our introductory meetings, people admit they are searching.
What’s for, you ask? 

People are seeking out advisers they can trust. You see it’s not about their suits, how modern their office looks, the fancy car they drive, what floor their office is on, or anything else superficial.

People have come to realize that advice is not just about returns– it’s about relationships. 

When you can look someone in the eyes and experience a level of comfort and peace then you may be working with a true professional.
All the earned designations of an industry do not transform a person into one with character and integrity. Once you have found he/she, you will know that relationship can stand the test of time.

So what’s it all about, really?

I’m Robert Lee… Thanks for watching…

And remember… Relationships matter

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60 Seconds

Investing 60 Seconds in You – When We Were Young

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Investing 60 seconds in You


When We Were Young

If something happened at school or in the playground we knew who to call: Mom. As teens if we made a big mistake we knew who to call: Dad.

As college students, figuring out life away from home, we knew who to call: Mom or Dad.

When we were hired for our first real job we knew who to call. When we met married and had our first child of course we knew who to call.

As your investments are experiencing the risks of the market do you know who to call? Do you know who will take your call? Do you want them to take your call? Do you want them to call you? How often?

As we have saved in our phones the number to our doctor, dentist, chiropractor, lawyer, tax person, who are we missing? Your investment professional. Yes, we are here to serve your needs.

I will take your call. I’m Robert Lee.

Thanks for watching and remember… Relationships Matter…

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