Last we we started talking about Myth #1: Annuities Have High Fees, this week we’re going into Myth #2: Annuities will tie up your Money and Limit your Access. If I had a dime for every time a prospective client said to me “I don’t want to tie up my money” or “won’t that tie up […]


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. Keep it in focus (What are we doing and why are we doing it?) Keep it global (merit) Keep it real (average vs. […]


This is a great question as Life Insurance can be used to do a number of wonderful things: They are sick of not earning any money on their bank account/cash/emergency fund money Use Single Premium Universal Life Insurance with Full Return of Premium to average 2–4% with a death benefit and possibly Long Term Care […]


Spend less than you earn…and save the rest! Stop Losing Money Using indexed strategies, where you lose no money when the market goes down, will protect you from losses you cannot afford to recover from over a 28-year period. Losing money is optional. More Risk, More Reward is no longer true! A little-known tool called The Annual Reset […]


Hosting a podcast takes a lot of time, but it’s also very rewarding. I’ve interviewed a few people on my show, and I’ve had the opportunity to be interviewed on a few shows as well. One being The Old Dawg’s REI Network The Old Dawg’s REI Network is hosted by Bill Manassero. He presents an engaging series […]


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 grey hair and no experience…just what everyone wants from an advisor right? But I knew one thing: People love truth and they want to see […]


I recently answered a question on Quora, related to using a Financial Advisor and if their services are worth it. I thought this question would make a really great post for this week. You should only use a financial professional for things you CANNOT do yourself How to utilize a financial advisor: What you should […]


Three Rules: How to Build Wealth and Keep It! Spend less than you earn…and save the rest Stop losing money: Using indexed strategies (losing no money when the market goes down) will protect you from losses you can’t afford to recover from over a 28-year period. Renovating Retirement Episode 005 teaches you about this concept Stop […]


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 and make sure you will have the greatest chance of survival. I’m going to show you how to do the same thing for your portfolio! […]