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 […]


Episode 008: The Mother of All Financial Mistakes is using Mutual Funds In this special Mother’s Day episode, I’m going to slay the biggest financial dragon in the country.. The Mutual Funds. More people have Mutual Funds in their retirement plan than any other tool. Yet for the vast majority of those owning Mutual Funds […]


Episode 006: What the Heck is a MEC? In this episode, I’m going to talk about MEC’s or Modified Endowment Contracts, with two main uses. I’m going to show you the really fun one which is how to use a MEC to earn 8%-12% on your emergency fund money. There is no longer any reason to […]


There are a few things I know a lot about! One being financial planning for your retirement. Here are some things I teach to my customers so they get the best comprehensive plan to establish a successful future for their retirement. The 5 Lives of Retirement – Your retirement plan must take good care of […]