Showing results by author "Michael Isom" in All Categories

What Would the Rockefellers Do? reveals the secrets of the ultra-wealthy that can change your family’s financial destiny. It details the financial system used by the wealthy, including the Rockefeller family, the Kennedy family, Walt Disney, and many others to create legacy wealth that lasts for generations. It also exposes the mistakes made by wealthy families who eventually lost the money, so you can avoid those mistakes.

Meet David Shallcross. Outstanding college athlete back in the day. These days, a highly successful entrepreneur, happily married, loves his kids. Only one problem. He’s a little…shall we say…bored. So he takes a flyer on some high risk investments…except it’s more than a flyer. It’s his entire balance sheet. He pushed all his chips to the middle of the table. And lost every penny. His wife? Furious. And rightly so, because he’s just gambled away his family’s financial security. And how does David feel?

In the Wealth Untethered podcast, hosts Michael Isom and Patrick Donohoe invite listeners on a journey to explore the principles and mindsets that lead to a genuinely wealthy life. With decades of experience in the financial services industry, they share their insights, patterns, and strategies for achieving abundance and success. In a world bombarded by pessimistic news and limiting beliefs, Michael and Patrick offer a refreshing perspective on wealth and prosperity. They believe that despite the ever-changing nature of life, some universal laws and principles can guide individuals to ...