Episode 058: Why Seniors Should Buy Life Insurance Traditionally life insurance is for younger couples who have children or a surviving spouse to care for. Well…I’m not traditional, life insurance […]
We all know how I feel about annuities. But, here is another perspective I want to share with you. Annuity Outlook Magazine published an article about the old 60/40 method […]
Episode 057: Why Other Americans Lost 14 Trillion Dollars and My Clients Didn’t Episode 057 is my plea to you to see clearly the fact that insurance companies played no […]
Episode 056: Why “What Charlie Teaches” Sounds too Good to be True This was supposed to be ten minutes long and ended up almost 30. It’s so frustrating to me […]
Episode 055: Portfolio Stress Testing: What We Can Learn from Crash Test Dummies No one is allowed to drive a car until the crash test dummies “stress test” the car […]
Episode 054: How to Know When You Have Enough Money to Retire This episode will show you exactly how to know when you can retire and the common mistake […]
Episode 053: Using Reverse Mortgages as an Investment Account Accelerator Tiger Woods is great at golf because of how he uses the clubs, not because he has great clubs. Give […]
Episode 052: Advisors Selfishness Coated in Chocolate One of the coolest expressions I’ve ever heard and it fits perfectly with the financial services and retirement planned industry. In this episode, […]
Episode 051: Understanding Indexed Annuities and the Three Different Account Values Understanding Indexed Annuities with Guaranteed Lifetime Income Riders are notoriously hard for consumers. It doesn’t need to be this […]
Episode 050: 5 Financial Things Every Father Should Do Very simple…this is 5 financial things every father should do to be the best leader and provider he can be to […]