Episode 053: Using Reverse Mortgages as an Investment Account Accelerator Tiger Woods is great at golf because of how he uses the clubs, not because he has great clubs. Give […]
Episode 045: Understanding Insurance Policy Loans for Tax-Free Distribution They say “The devil’s in the details”, well in this episode I’m going to show you how to find salvation and a bunch […]
Release date of the new eBook “Better House, Lower Taxes”
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 […]
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 024: Why You Want Asset Optimization, Rather Than Just Financial Planning There are two very different types of financial planning approaches in the world and I’ll bet you’re only […]
Episode 021: What Can You Learn About Retirement with This Story… You Passed the Tractor Hours Ago, Why are You Still in the Wrong Lane? Microsoft 10 screwed up the […]
Episode 017: From Tenants, Toilets, and Trash to Cruises, Clubs, and Cocktails, When to Get Rid of Your Rental Do you own rental properties? Do you know how to get […]
Episode 010: The Three Enemies that Keep You from Investing Properly There are three things, three enemies to your setting up a successful financial and retirement plan. In this episode, I’m […]