Dr. Lee and Candice Matthis

One Powerful Question to Maximize Freedom and Control – A Client’s Story: Dr. Lee and Candice Matthis

In today’s show, we highlight Dr. Lee and Candice Matthis and their inspiring story. 

Dr. Lee Matthis is a chiropractor working with Tuck Clinic, a large practice in southwestern Virginia, and plays a significant role in improving the profession and healthcare in general through consulting and clinic management and his work with the UVCA.  His wife, Candice, recently transitioned from full-time homeschooling mom to an account representative role with Home2Close, a real estate software company that automates the closing process for real estate professionals.  She’s also an up-and-coming podcaster with twoalphagals, helping others understand and navigate alpha-gal, a life-altering, tick-bite-induced allergy.

Lee and Candice love personal development, minimalism, slow food, Hokies games, and creating high-quality experiences with their family.

Dr. Lee and Candice Matthis

After achieving a level of financial success and status, including a 4,000 square foot home, two luxury cars, and a lot of “stuff,” Lee and Candice realized that they were still unfulfilled, out of control, and living paycheck to paycheck. 

They began redesigning their lives by asking a poignant question in every area of their life: “Is this serving us?”

They wanted more control in their lives, and that required hard decisions and giving up the external display of success, so they could begin crafting the life that they wanted.  A life filled with rich experiences to treasure, and that would give them the ability to stop trading time for money in the future.

Listen to their why, their decisions, their hard choices, and the beautiful outcomes from intentionally focusing their life on what really matters. 

You’ll hear about how they’re using Privatized Banking.  But more than that, you’ll see how they’re maximizing the usage of their money by taking control of their financial life, so they can produce real wealth that lasts.

Where Does Privatized Banking Fit into the Cash Flow System?

Privatized Banking

Privatized Banking is one of the most important parts of your entire Cash Flow System.  However, it’s just one step in the bigger journey to time and money freedom.  You need all the pieces in place to produce wealth systematically.

That’s why we have created the 3-step Business Owner’s Cash Flow System. It’s your roadmap to take you from just surviving, to a life of significance, purpose, and financial freedom.

The first stage is the foundation.  You keep more of the money you make by fixing money leaks, becoming more efficient and profitable. Then, you protect your money with insurance and legal protection and Privatized Banking. Finally, you put your money to work, increasing your income with cash-flowing assets.

Dr. Lee and Candice Matthis Conversation Highlights

Dr. Lee and Candice Matthis
  • The critical mindset shift from being consumers to truly enjoying their lives.
  • To start designing a life you love, intentionally decide your life philosophy and principles, then determine the accompanying strategies, and finally, find products that carry out those strategies.
  • How having hard conversations with your spouse allows you to get to the next level.
  • The impact of Parkinson’s Law, causing you to spend everything you make, unless you intervene and redirect the course of your life to another purpose.
  • How they got into cash-flowing commercial real estate ownership as a first step to working smarter, not harder.
  • How their house was more of a liability than an asset.
  • The opportunity cost of a $1,500 car payment over time.
  • The lack of control in a traditional IRA.
  • The journey and decisions underneath building true, sustainable wealth.
  • How they are challenging themselves to improve their stewardship, and teaching their three children to do the same.
  • How they have been able to leverage their assets by using whole life policies on their children to purchase a car for their son.
  • Creating freedom to invest in assets has come from the choice to maximize the usage of their money.
  • How Privatized Banking has increased their freedom and control.

Start Your Privatized Banking System Today

To personally implement Privatized Banking or discover cash flow strategies to keep and control more of the money you’re making, book a Strategy Call

You’ll find out the one thing that you need to be doing right now to accelerate your path to financial freedom.

Success leaves clues. Model the successful few, not the crowd, and build a life and business you love.

Rachel Marshall

Rachel Marshall is the Co-Founder and Chief Financial Educator of The Money Advantage and President of Marshall's Insurance and Financial Services. She is known for making money simple, fun, and doable. Rachel has built a team of licensed professionals (investment advisors, insurance agents, attorneys, tax strategists) to help her clients create time and money freedom with cash flow strategies, Privatized Banking, and alternative investments. Rachel is the co-host of The Money Advantage podcast, the popular business and personal finance show. She teaches how to keep more of the money you make, protect it, and turn it into cash-flowing assets.
The Go Giver Influencer Bob Burg

The Go Giver Influencer, with Bob Burg

By Rachel Marshall | February 22, 2021

There is a major problem in the world today: it’s not people disagreeing with one another… it’s that they cannot disagree agreeably, civilly, and most importantly, persuasively! Here, at the end of a turned upside-down year, the gift we need most is a solution. That’s where The Go-Giver Influencer comes in. In this interview, we’re…

Read More
The Secure Act

The Secure Act: Important Changes to Your IRA that You Need to Know

By Rachel Marshall | February 15, 2021

If you’re planning to leave an inheritance to your children, there’s a new rule in the Secure Act that will probably cause your kids to pay more taxes if you pass on your retirement plan. Today, we’re discussing how the Secure Act, passed in 2019, affects your retirement plans and may front-load taxes to kids…

Read More