Give to Get to Give: Using Universal Principles to Create Your Investment Plan for Reliable Income - Hardcover

Dorcey, Randy

Hardcover

ISBN 10: 1642257419 ISBN 13: 9781642257410

Publisher: Advantage Media Group, 2023

Synopsis

Give to Get to Give is a down-to-earth version of strategic investment counsel that stands in stark contrast to the advice many financial advisors offer. As Dr. Randolph Dorcey notes, there is a critical difference between advice and counsel. Advice is free and can be offered by anyone ― including those with ill intentions. But counsel comes from a place of wisdom and expertise. It’s based on a proven track record of success and proper decision-making.

Using his patented humor and charm, Dorcey walks potential investors through steps they should take to increase their wealth for retirement. With a doctorate in communication, Dorcey helps clients understand the value and the benefits of a fully funded Living Trust. Through simple, straightforward language, he clearly defines why it is important for investors to leave an efficient legacy while maintaining privacy and control. His main goal is to make sure his readers are fully educated and informed on the need for estate planning. It’s a process he has used with over 1,000 families as he has helped to prepare them for their financial future.

Give to Get to Give starts with a humorous story about some poor advice Randy received from his older brothers when he was just a kid. But then it quickly picks up steam and addresses the investment questions many are asking in the aftermath of the Covid Pandemic. Offering readers counsel that comes from over thirty years in the financial industry, Randy provides readers a clear roadmap for how they can properly invest for the future. He challenges them to remember that advice is cheap, and counsel is what matters. He reminds investors to earmark a percentage of their income that will go towards investment, and then stick with this process.

Perhaps most important, Randy tells readers to find a financial counselor that will actively manage their investment. This, he believes, is a much better alternative than riding the waves of one financial crisis to the next. Instead, he calls readers to be proactive and work with individuals who have their best interest at heart. Readers are instructed to grow their crops and not fear the complicated nature of investing. They should do all they can to “Slam Sam” by reducing the amount of money they pay to the government in taxes.

And when global catastrophes, such as pandemics, emerge, readers should stick with their game plan and work with a trusted financial advisor to actively navigate their path forward. Instead of just trusting “emperors with no clothes,” Dorcey admonishes investors to never just take someone else’s word and buy into the myth that it is acceptable to lose a large percentage of their investment when tough times hit. Instead, readers should work with people they trust and those that have a proven track record.

About this title

About the Author

DR. RANDOLPH (RANDY) B. DORCEY is a practicing estate planning specialist. In 1988, Randy became the founder of Dorcey and Associates, which has evolved into Dorcey Financial, LLC.

Randy has dedicated the last thirty years to educating his clients on how to use their money to achieve their life’s goals in retirement and beyond. As a public speaker, Randy provides Living Trust and Trust Funding legacy presentations for groups of all kinds and sizes. He specializes in asset preservation, lowering taxes, understanding social security maximization as well as helping to protect your estate from nursing home depletion.

Randy lives in Fort Myers, Florida, with his wife Franci of forty-five years. He enjoys golfing, fishing, hunting, and traveling. Their four children are married, to wonderful spouses. And their six grandchildren, as you can imagine, keep them very busy!

From the Back Cover

There’s Giving, and There’s Getting Got

In Give to Get to Give, Dr. Randolf Dorcey shares a down-to-earth version of investment counsel that is simple, and yet deeply profound. Steering clear of the typical investment jargon one might hear from financial advisors, Dorcey drives home several captivating points for readers. The first of these is that there is a difference between advice and counsel. Advice is free, but counsel comes from a place of wisdom and expertise. Along with this, Dorcey emphasizes the importance of earmarking the percentage of income that will go to one’s investment. And when this step is taken, it is imperative to find a financial counselor that will actively manage one’s account and thus continue to grow one’s investment. Dorcey’s whole principle of “give to get to give” flows from a lifetime of experience and over thirty years in the financial industry. He’s witnessed first hand the benefits of giving to others. But unlike many financial advisors, Dorcey believes the idea of giving to get is incomplete. This, he believes, results in relationships that are built on manipulation. It’s using people to achieve a result. Instead, Dorcey shares that real giving is done with a true heart of generosity. Yes, getting is important, and Dorcey offers his readers many ways for readers to do so. But getting is only ultimately fulfilling when it is held loosely in one’s hand and is used for the betterment of others. "

Edition details

• Publisher: Advantage Media Group
• Publication date: 2023
• Language: English
• ISBN 10: 1642257419
• ISBN 13: 9781642257410
• Binding: Hardcover
• Number of pages: 130