HeyJaredGenerational Wealth Journal
Helped 200+ 9-5ers retire early, travel the world and spend more time with family. Showing you how to do the same. 11 years in finance
- Indexed issues, last 90 days
- 10
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- Sep 24, 2026
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- Jul 3, 2026
Latest issues
An Evil Realtor Tried to Steal My 80-Year-Old Client's Life Savings (opens the original)
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The most important conversation I’ve ever had with a client had nothing to do with investments.It was about what would happen when she could no longer make decisions for herself. Years later, that conversation is the reason a stranger didn’t walk away with everything she owned.Here’s what happened.I worked with a client I’ll call Jacky. She was in her 80s, single, with no children. She had over $2 million invested with me and a home worth about $1 million.She had a sister we’ll call Betty. Betty
41% of Marriages End In Divorce. Avoid Being a Statistic (opens the original)
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My cousin was recently divorced by his wife. The ex-wife said financial reasons were the final straw. Apparently he was spending $1,700 monthly on insurance for him and his two kids.She claims she knew nothing about it.As someone that sells insurance I can’t see how the premiums on three policies, given their ages, would be that high. It doesn’t make any sense. The ex-wife also claimed he had boxes and boxes of Pokémon cards that he had spent thousands of dollars on.Neither of them know what the
My Mentor Stole My Business (opens the original)
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Before you choose a mentor ask yourself: do they benefit more from your success or your absence?I didn’t ask that question. It cost me my business.In high school I ran a small sports tutoring operation. I worked with kids one on one or in small groups for an hour. Plans were completely tailored to their needs. We could work on shot power, speed, anticipating the play, whatever they needed. Parents started talking to other parents. Within a season I had more demand than I could handle.So I did wh
Wealth Is Being Built Differently Today (opens the original)
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Boomers built wealth a few different ways. Buy a house, let it appreciate, then cash in when they retire. Of course individual stocks played a part in portfolios as well. But something’s shifted with younger millionaires. And it’s a bigger move than just a tactical rebalance.A new Bank of America study found that investors age 45 and under with $3 million or more in assets are holding just 25% of their portfolios in traditional stocks. Older wealthy people still hold 55%. Almost all of these you
From Broke To Financially Free. Here's How (opens the original)
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Real financial freedom isn’t about the size of your investment portfolioIt’s about being able to own your time.I’ve worked with CEOs worth $30 million that never made it to their kid’s sports. The problem is everyone wants ownership of time but few understand the path to get there.Here’s a story about a client I’ll call Ben, and how he went from never taking a vacation to riding elephants in Vietnam.Ben ran his own carpentry business. No spouse, no kids, just a business that was growing faster t
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