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 that what the crooks and liars did to you in 2008 and 2009 creates a fear of using the safe strategies that lost no money […]


 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 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 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 you had the perfect market timing or found the perfect investment advisor. What if you found someone who sold at the top, right before the […]