We have some really cool things in the works Coming Soon! What you can look forward to in the next couple months – “Two Ways to be Debt Free – Mortgage Planning Part 1” FREE BOOK for a Limited Time (Releasing March 28) “Renovating Retirement” (book) to be released in April Renovating Retirement Podcast with Charlie […]


The Most Important Thing I’ve Learned About Money: Real Rate of Return and Why It’s Not Used in This Industry So let’s talk about money. Pretend with me that you put $100,000 into mutual funds or stocks and it goes up by 50% in the first year. In the end of the year 1, your […]


The financial services market is flooded mostly with captive agents or captive advisors What do I mean by that? Well, you essentially have three different choices when it comes to your retirement and financial planning. Take a look at these three options and think about which one makes the most sense for your situation. 1. DIY […]