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 my favorite. Once you have guaranteed income for life you see what’s leftover and then the fun begins. This is the money you can use […]


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 what characteristics are most important for each type of money. I’ll explain the difference sources of retirement in-come accounts and how to create guaranteed, increasing […]


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 financial plan. Listen in as I talk about IN-Case Accounts, the most important things to know and then at the end, I will tell you […]


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 shopping for each tool you are going to use in your retirement plan, in what order of importance you should rank Liquidity, Safety, Rate of […]