Why I’m not a great financial planner

I’m not a great financial planner…

…not in the traditional sense anyway.

I don’t do the kinds of things that financial planners are supposed to do.

Example: I don’t follow the official 6-step financial planning process like everyone else.

And I don’t dole out the same ‘ole, same ‘ole.

The kind of advice i’m supposed to give you is stuff like “stuff a lot of moola in you 401k” and “debt is dumb. Never go into debt.”


I’m supposed to advise you to take advantage of financial account aggregation because it’s easier and very “2.0” (even though this breaks the TOS of your bank and puts your financial accounts in jeopardy).

Truth is, it’s not hard to find a financial planner who will fill your headspace with this kind of advice.

They’re everywhere. Just type the words “financial planner” into the great and almighty Google and behold the mediocrity.

Now, I don’t want you to think I’m trying to position myself as “the king of financial planning”…please, please–prince, maybe. But not king (hat tip to Johnny Carson for that one).

But seriously, when I started Monegenix®, I decided it was time to start teaching stuff that no other financial planner teaches.

Mainly, how to make better financial decisions. It was always weird to me that financial planners don’t actually teach the principles behind making better decisions. Instead, they give authoritarian advice—”do this, not that”.

Anywho, if you want to simplify your finances, start building a savings, build a business insurance fund…and do it all without making any sacrifices to your profitability (it actually enhances profitability), and… yes, learn how to make better financial decisions, then join my email list.

You still reading?

Join my email list. Do it. Now.

David Lewis, AKA The Rogue Agent, has been a life insurance agent since 2004, and has worked with some of the oldest and most respected mutual life insurance companies in the U.S. during that time. To learn more about him and his business, go here.