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CPA Shares His Opinion on Missed Fortune – Review #9

by Admin


My name is Jim Whitehead and I’m a C.P.A. (Certified Public Accountant in Salt Lake City.  I’ve been a CFO, in the retail sector, start-ups and currently have a CPA practice.  I came across Doug’s book about 12 years and put it on my shelf.  I never finished it.

About 3 years ago I picked it back up and read it.  I could have cursed myself for how many years I lost.  I created a few buckets and put into practice as a professional person the Missed Fortune strategies.  I could have been enjoying the benefits of maximum funded insurance a long time ago.

With these strategies you can move near the bottom of the risk paradigm.  Not all the way at the bottom but near the bottom, where you don’t lose.

The maximum funded insurance contract looks to an index but is not in the market so it protects you from loss.  When you fail to plan you plan to fail.

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