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 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 […]
Episode 054: How to Know When You Have Enough Money to Retire This episode will show you exactly how to know when you can retire and the common mistake […]
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 043: Six Ways to Improve Your Cash Value Life Insurance Owning cash value life insurance can be the worst thing or the best things you’ve ever decided to do. […]
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 […]
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 […]
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 […]