“We've already checked 23.9 billion dollars of people's wealth. ... you get a comparison of where you stand relative to the Rask community.”

“If you're going to do your net wealth, just do it once a year ... you put your numbers in it, kind of does benchmark you ... it's free”

“We're in over 30 wealth centers, over 50 cities across the country... we get a lot of introductions that way because we're embedded in the community”

“Big advocate of getting the best bang for my buck... I'd probably start with some super contributions, simultaneously saving tax and growing my wealth there and I keep the entire pie tax free”

“I call the outer work and wealth abundance, the inner mind-body awareness, the third heartfelt community connection, and the fourth subjective systems; using them helps see where someone is out of whack”