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INDEX
probate problems, 214 Financial freedom, five steps to,
questions to ask, 210, 216–217 69–70. See also Debt
quiz, 210–211 Financial statement, personal monthly,
reasons for, 212 40, 41–42
Revocable Living Trust, 213–215 Financial vision statement. See Vision
Spendthrift Trust, 215–216 Financing:
steps (fi ve), 217–218 purchase of business, 111, 119–120
tools for, 213–216 start-up business, 93–94
Exchange-traded funds, 176–177, 180 First customer, capturing, 97, 108–109
Executive summary, 101–105 5/15/80 rule, 49
Exemptions, 220–221 Florida, Richard (The Rise of the
Expenses: Creative Class), 154–155
reducing, 80–81 Fraudulent use of corporations, 225
tracking, 40, 41–42, 63 Friends:
advice from, 48–49
Fallen angel companies, 174 borrowing from, for buying a
Family: business, 119
advice from, 48–49 as source of information, fi nding a
balancing time with, 22–23, 94 business to buy, 114
borrowing from, for buying a
business, 119 Gates, Bill, 27
pressure on, as obstacle to General partnerships, 206, 221
entrepreneurship, 94 Get-rich-quick schemes, 49
as source of information, fi nding a Gifting, 216
business to buy, 114 Global investments, 187–188
Federal income tax, 201. See Goals:
also Taxes financial, versus financial vision, 32
Federal Insurance Contributions Act versus plans, 25
(FICA), 201 Gordon, Jeanne, 104
Figaredo, Maria Alejandra, 97–98, 99, Government-financed loan, 119
103–104 Grand Central Station, Trump
Financial advisors, 45–53, 227 project at, 7–8
accountants/bookkeepers, 52 Groceries, saving on, 80
asset protection, 227 Growth stocks/companies, 174, 186,
attorney(s), 51 189–190
building a trusted team, 48–50 Guarantees, 108
commission-based, 46–47 Guerrilla marketing, 108
contract attorneys, 51
estate planning attorneys, 51 Habit(s):
family/friends as advisors, 48–49 changing, 13–14, 40
financial planners, 45, 46–50 Millionaire Mindset and Habits
insurance agents, 52 Worksheet, 26
real estate agents, 53 of millionaires, 14–16, 20–28
real estate attorneys, 51 asking “how much will it make me?”
stockbrokers, 53 not “how much does it cost?,” 16
types of, 50–53 balance, 20, 22–23
Financial benefits of entrepreneurship, eliminating minimum wage
87–89 activities, 14–15
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