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 […]


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 […]


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) […]


Episode 052: Advisors Selfishness Coated in Chocolate One of the coolest expressions I’ve ever heard and it fits perfectly with the financial services and retirement planned industry. In this episode, […]


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 […]