Episode 056: Why “What Charlie Teaches” Sounds too Good to be True This was supposed to be ten minutes long and ended up almost 30. It’s so frustrating to me […]
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 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 […]
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 […]
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 […]
Episode 009: What if I Found the Perfect Investment Advisor? In this short, but powerful episode, I’m going to share with you how to grow your retirement accounts as if […]