Episode 082:

Keeping Your Money – Keeping it in Focus

Keeping your money – keeping it in focus is the start of an 8-part series based on a book I am writing.

  1. Keep it in focus (What are we doing and why are we doing it?)
  2. Keep it global (merit)
  3. Keep it real (average vs. actual)
  4. Keep it working (hep and bank money)
  5. Keep it big (indexed and global)
  6. Keep it all (fees, IULs, Roth conversions and tax stripping)
  7. Keep it collateralized (policy loans)
  8. Keep it in the family (LTC, estate planning, and legacy planning)

Included in this episode:

Ok, keep it in focus

  • Why are we doing this?
  • What’s the goal?
  • How do you know if you succeed?

Let me give you two words: Income and Inheritance. These are basically the two reasons people save money or the two goals they have for the savings they’ve accumulated.


Inheritance……true assets or true wealth. When I say the word “assets” what comes to mind? Is there anything in your life more important to you than money?

Important links:


Charlie, your host:

CharlieMedium“Charlie Jewett is an Author, Speaker, Podcast Host, Consumer Advocate, and Investment Advisor from San Diego, Ca.  Charlie has spent the last eleven years trying to change the way the industry professionals and consumers think about Retirement.  Charlie provides education materials that help people to create their own financial plans and offers services to protect consumers from the bad guys in the Financial Services Industry.”  


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