But Why Should You Listen To Me?
My name is Larry Weiss, and I’m a retired printing company executive and CPA.
I told John, and I’ll tell you, that I’m not a financial professional, but throughout my career I spent decades managing businesses and constantly weighing risk versus return. At 31, I became a vice president at a company listed on the New York Stock Exchange, where I worked on mergers and acquisitions and helped develop long-term plans for the businesses I managed.
That experience taught me something simple but powerful: every successful organization needs a clear plan that protects what it already has before it tries to grow.
Eventually I realized I needed to ask the same questions about my own personal finances: What’s my plan? How do I safeguard my money? What should come first?
Over time I developed the framework you’ll read about on this website. I’ve used it to guide my own financial decisions, and now I’m excited to share it with a wider audience.