Discover why passive income is more than just a buzzword—it’s the foundation for financial freedom. Join Martin Saenz from Bequest Asset Management as he breaks down the power of monthly passive income, the importance of starting early, and how compounding interest can transform your future. 💡📈 👥 Ready to do the math? Learn how you can build a predictable and stress-free financial legacy!
Trish Higgins, VP of Human Resources at Bequest Asset Management, shares actionable strategies to help you take control of your time and maximize productivity. Learn how to prioritize tasks, build lasting habits, and avoid burnout with proven techniques. Whether you’re balancing a demanding schedule or looking for ways to work smarter, Trish’s insights can help. Discover how effective time management can transform your day. Start implementing these strategies today!
Martin Saenz and Shaun Ausborn tackled today’s Income Challenge head-on, explored the pitfalls of traditional wealth-building paths, and shared how Bequest is paving the way to more passive income. 💡✨
From free tools and strategies to unlocking that dream ‘mailbox money’ income stream, this session was packed with actionable insights you won’t want to miss! Replay now and start building your financial freedom. 💼💰”
:🚀 Create Your Future, One Day at a Time 🚀In this video, Bequest’s Martin Saenz introduces the Bequest Legacy Planner—a powerful tool designed to help you align your life thesis with your investment thesis in a clear, actionable outline with regular check-ins.Presented at SurgeU, an institution dedicated to empowering individuals through faith and education, this planner will guide you in making purposeful, impactful decisions for your future.
Watch as Martin Saenz and Steven Smith explain how Bitcoin mining generates monthly passive income at the Naples Symposium! 💡 Learn from top experts on family office management, estate planning, alternative investments, Bitcoin, and more. Don’t miss this opportunity to refine your asset allocation strategy and stay ahead in today’s complex market. 💼
Managing Partner, Martin Saenz, Shares his wins, loses, challenges, strengths and lessons learned in investing. Martin tracks his entire investment journey from the beginning to present and beyond, to help gain insight and learn from his path to better YOUR investment journey.
Thank you to everyone who joined us and Bequest Asset Management in Downtown Sarasota for an insightful talk from Martin Saenz!
If you missed it, be sure to check out the video on How to Thrive During Financial Uncertainty. Martin not only discusses building a strong investment thesis but also emphasizes the importance of creating and regularly reviewing your Life Thesis.
We hope this talk helps you navigate these uncertain times with confidence and purpose. Stay tuned for more events, and continue investing in both your financial and personal growth!
True leadership extends beyond authority, embracing empathy, compassion, and authenticity.
James Keefe dives into the essentials of a SWOT Analysis, guiding investors through each step to leverage this strategic tool effectively. SWOT, an acronym for Strengths, Weaknesses, Opportunities, and Threats, is crucial for understanding both internal and external factors that impact a business.
