FREE Dinner in Hawaii Invitation! Interested in learning how to have the best retirement possible for you and your loved ones? Come to a FREE dinner in Hawaii – Kailua, Oahu Are you wanting to learn how to make 7% on your emergency fund or bank money? Want to know how to NEVER run out […]


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 rid of your rental if you’re not happy with it anymore? Would you like to know how to make them cash flow even better? Would […]


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 007: Surrender Penalties: The Good, The Bad, The Ugly In this episode, I’m going to cover surrender penalties which are actually a very important piece of a sound financial plan. I’m going to present you with a question that the bad guys will never ask you. You will understand surrender penalties, how to get around them, […]


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 […]