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 that causes you to never know when you have enough money to retire. This is an important episode, so dive in, listen to the end, […]


Episode 051: Understanding Indexed Annuities and the Three Different Account Values Understanding Indexed Annuities with Guaranteed Lifetime Income Riders are notoriously hard for consumers. It doesn’t need to be this way! This episode will help you understand the mystery of the “Income Account Value” and the “Benefit Base” or “Protected Income Value”, or whatever your […]


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 031: Importance of Income in Retirement – Get a ROOM…If You Have a Sick Life This episode has a surprise in the middle when someone on Quora pipes in and tries to shoot down one of the things that I teach, related to retirement and financial planning. Listen in to see how I handle this […]


Episode 029: Get a CLUE…In Case You Have a Short Life The premature death of a spouse is already horrific but it also has financial consequences. In this episode, I’m going to teach you how to make sure your spouse will be OK if you happen to pass away before your time. If you have […]


Episode 026: How to Create Tax-Free Retirement Income Do you think taxes may go up between now and when you pass away? If so, then creating tax-free retirement income is essential for making sure you will have the best retirement lifestyle possible. Inflation is constantly eating away at the value of your dollars. Don’t let […]


Episode 016: Six Types of Annuities, and How to Use Each One There are horrible annuity contracts and there are life-changing amazing annuity contracts that will give you the best retirement imaginable. Come with me on a journey to explore the six types of annuities in an entertaining way. Also, the fourth chipmunk “Bill” shows […]


Episode 014: How to Double or Triple Your Retirement Lifestyle With One Simple Move What if your lifestyle could be 2, 3, 4 times better in retirement..with one simple adjustment to how you think about investments and how you make financial planning decisions? After reviewing over a thousand financial plans, I can safely say that […]


Episode 012: How To Build a G.R.E.A.T. Retirement Plan WITHOUT An Advisor In this 12th episode I’m going to give you a framework for how to choose the best products to go in each of the three types of money your retirement plan will need Using G.R.E.A.T. as an acronym, I will show you how […]