Even if you’re a millionaire, you should still consider investing in a Life Insurance Policy. I think it’s one of the most important things you can do for your future […]
Episode 075: Home Equity Fails Liquidity Test In this episode, I’m going to begin to show you how home equity, paying off your mortgage, fails all four tests of a […]
Episode 074: What Is Mortgage Planning and Why You Should Care This is where I started my career as a Financial Educator eleven years ago. An expert in Mortgage Planning, […]
Episode 073: Hogs and Advisors Gone Wild This is a lighthearted episode where I tell the story of my son and I being asked to go pig hunting in Hawaii […]
I was almost retired for the last two weeks… When I started my career as a financial advisor, I was only 32 years old. No money to my name, no […]
RR Episode 072: Divorce the IRS Using Roth Conversions Are you enjoying your marriage to the IRS? Did you know you can divorce the IRS and choose not to pay […]
Equity inside a home can’t be out of the home earning compound interest If you pay off your mortgage faster, the total interest does decrease, but it will hurt you […]
Episode 071: Tax Torpedo – Avoid Paying Taxes on Social Security Income Taking money from IRA’s and 401K’s may allow the IRS to charge taxes on your Social Security Income. […]
Episode 070: Are Taxes Going Up or Down? Most people should not be using 401K’s and IRA’s to save for retirement. So what should you be doing? Should you use […]
Episode 069: The IRS Spells THEIRS This is the second episode of Tax Week. I’m going to talk a bit about the IRS’s job and how to play the game […]