Monegenix®

Build financial security with custom high cash value whole life insurance and annuities, financial apps, and educational material to help you make better financial decisions.

  • READ DAVID’S DAILY EMAIL
  • FREE STUFF ▽
    • RESULTS
    • BLOG
    • LIFE INSURANCE GUIDE
    • VIDEOS
    • MONEGENIX LABS
    • LABS HOME
  • SERVICES

Financial faux pas from a #moneyboss budgenista

Last updated on: August 12, 2020 by David Lewis Filed Under: Financial Planning, Retirement Planning, Saving Money Tagged With: #moneyboss, financial advice, financial coach, financial consultant, financial planning, financial planning advice, retirement advice

Behold! the power of the Innernet: Apparently you can now take a 6-week course on financial planning and become a financial expert. Kinda puts my 15 years experience at this gig to shame, doesn’t it? One of the most famous of said “budgenista” programs is sold by a big-name celebrity in the financial world. A […]

More money secrets from our honeymoonaversary, revealed

Last updated on: July 22, 2020 by David Lewis Filed Under: Retirement Planning, Risk, Saving Money Tagged With: financial planning, risk management, saving money

Just to recap if you’re new here… Many moons ago, my wife and I went on a honeymoonaversary. Since we didn’t go on a honeymoon (for reasons I won’t go into here), and instead went on our honeymoon on our anniversary, we combined the 2 into 1.  Anywho, here is the full recap from 2017: […]

Some of my favorite books on personal finance

Last updated on: July 22, 2020 by David Lewis Filed Under: Budgeting, Financial Planning, Investing, Life Insurance, Retirement Planning, Risk, Saving Money Tagged With: budgetng, Cash Flow Kickstart, Economics In One Lesson, financial advice, financial planning, life insurance, Popular Economics, retirement planning, Who Needs the Fed?

Last week, this dood booked an appointment with me to discuss whether whole life insurance made sense for him. Once the video chat meeting began, it became clear to me that this wasn’t going to end well.  This was someone who, about a year ago, booked an appointment with me and then never showed up […]

There is no such thing as government funded healthcare

Last updated on: December 10, 2019 by David Lewis Filed Under: Financial Planning, Life Insurance, Retirement Planning Tagged With: financial planning, healthcare, healthcare costs, life insurance, life insurance planning

It’s all taxpayer funded. Everyone pays taxes. You. Me. Everyone. The difference between a “universal” healthcare option (which uses “community rating”) and a fully medically underwritten system is that the money passes through government hands first, which creates another layer of expense. That and community rating systems aren’t mathematically sustainable whereas fully underwritten systems are. […]

Hark the herald angels sing. The flight to safety, hear it ring

Last updated on: December 10, 2019 by David Lewis Filed Under: Financial Planning, Life Insurance, Retirement Planning Tagged With: life insurance, life insurance planning, the flight to safety, whole life insurance planning

I got a text message the other day telling me to schedule my annual flu shot.  Cool.  Except… I already had my flu shot.  But, wait. There’s more! Ever notice how when you go online, there are these ads that seem to “follow” you around, asking you to buy things you already bought? This is […]

Next Page »

Monegenix® |  P.O. Box 831 Kenly, NC 27542

  • About
  • Contact
  • Archives
  • Legal & Privacy Policy

© 2021 DAVID C LEWIS · ALL RIGHTS RESERVED