Monday, I spent the day with a select group of top-notch entrepreneurs in Toronto Canada sharpening the saw, refining our purpose and improving our businesses. One of the key concepts we continued to focus on was “Who, not How!”. When most entrepreneurs (including me) face a challenge, our first reaction is to ask: “How do I solve this problem.” Start…
Even when Not Playing Monopoly Thinking more like a banker can provide us many benefits from a tax re-positioning perspective and a loaning vs borrowing / cash flow perspective. Not too long ago, I and a client were interviewed by a reporter at Forbes about the benefits of making serial conversions to Roth IRAs over time and how his conversions…