Episode 041: Financial Tic-Tac-Toe: IN-Crease Accounts This is the last episode in the Financial Tic-Tac-Toe series. I’m going to cover IN-Crease or Growth Accounts and tell you which one’s are […]
Episode 040: Financial Tic-Tac-Toe: IN-Come Accounts In the 40th episode, I cover the IN-Come portion of the Tic-Tac-Toe grid which is a grid I created to help my customers see […]
Episode 039: Financial Tic Tac Toe: IN-Case Account Options This Financial Tic Tac Toe Grid is a tool I use to see what’s most important for each part of your […]
Episode 038: Financial Tic Tac Toe Introduction This show starts a four-part series on the Financial Tic Tac Toe Grid. It is important for you to know, before you go […]
Episode 037: Allowable Malpractice Part 2 Listen in as I finish what I started in Allowable Malpractice part 1. Here are 5 more ways advisors can legally steal from you […]
I’ve now been to somewhere between 50 and 60 intense multi-day financial and retirement planning workshops and bootcamps. I’ve been digging for eleven straight years to find the best of […]
Episode 036: Financial Advisors: Allowable Malpractice Part 1 There are at least 9 completely unethical things that are perfectly legal for your advisor to do to you. In any other […]
RR Episode 035: How Long do Bull Markets and Bear Markets Last We’ve been in a bull market for over 87 months, how does that compare with the average length […]
RR Episode 034: A Day in the Life of an Edward Morgan Lynch Financial Advisor Help yourself to some sarcastic, exaggerated mockery of what you will find when you try […]
Episode 033: Recommended Retirement Books to Optimize Retirement In episode 33, I’m going to cover the books to Optimize Retirement that I recommend; the mentors that trained me 11 years ago, […]