Your Bucket List Awaits…

By Barry Spencer | February 27, 2024 |

The movie, The Bucket List, starring Morgan Freeman and Jack Nicholson, popularized the now widely popular term. Our “bucket list” gives us a way to make sure we accomplish everything…

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Riding the Rollercoaster…

By Barry Spencer | February 20, 2024 |

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied. 1 And then tumbled as investors got jittery. 2 Then yo-yo’d a…

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Do You Treat Your Wealth Like a Strategic Business?

By Barry Spencer | February 13, 2024 |

What do Apple, Amazon, Starbucks, and your Estate all have in common? Their success depends on carefully thought-out and executed strategies. No successful business would even consider operating without a…

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Why is this so hard?

By Barry Spencer | February 6, 2024 |

“If you fail to plan, you plan to fail.” We all know this, right? And yet proper planning—in every area of life—remains one of the most commonly shared universal struggles…

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Bull Market Confirmed! What Happens Next…

By Barry Spencer | January 30, 2024 |

It’s official. The bear market is behind us.The S&P 500 finally hit a new record for the first time since 2022. And then notched multiple higher highs in the days…

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You Have Money… Now Can You Keep It?

By Barry Spencer | January 23, 2024 |

What do Wayne Newton, Mark Twain, and MC Hammer all have in common? They all declared bankruptcy after amassing a great fortune through their trades and talents. Their cautionary tales…

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Ask the Right Questions

By Barry Spencer | January 9, 2024 |

Are you asking the RIGHT questions? Are you asking the right questions about your money? If you don’t answer them, Uncle Sam will answer them for you. Asking the right…

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Does Your Plan Crack Under Pressure?

By Barry Spencer | December 5, 2023 | Comments Off on Does Your Plan Crack Under Pressure?

It’s Time to Hold Your Advisor Accountable  Most wealth advisors follow the same plan for every affluent person who walks into their office. That’s crazy! You’re unique, and you deserve…

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End-of-year opportunities for your finances

By Barry Spencer | November 28, 2023 |

During November and December, I want to help you spot time-sensitive planning opportunities. Perhaps you… • Are considering making year-end gifts to charitable organizations or family members and need to…

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What Are You Grateful For?

By Barry Spencer | November 7, 2023 |

Just a quick note to offer some perspective on the (many) headlines floating around.There are plenty of things to be worried about right now, so I’d like to pause for…

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Your Opportunity to Benefit

A simple way you can benefit is to request a complimentary and confidential 57-Minute Lifestyle and Retirement Freedom Conversation with Barry Spencer where he will identify with you your biggest opportunities and dangers at this current time. To request your complimentary conversation email Barry@WealthWithNoRegrets.com or call (678) 278-9632.