Episode 096: Four Google Searches you Must Do: Part 4 Here you go folks, the last installment of the Four Google Searches You Must Do series. You do not need […]
Episode 093: More Risk, More Reward Exposed as a Lie You know…there was a time when most people thought the earth was flat. MOST people thought the same thing and […]
I came into this business in 2005 with no money, no gray hair, and no experience. Exactly what every retiree wants when working with a Financial Advisor, right? However, I […]
Episode 057: Why Other Americans Lost 14 Trillion Dollars and My Clients Didn’t Episode 057 is my plea to you to see clearly the fact that insurance companies played no […]
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 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 […]
Following our blog post from two weeks ago, we’ve discovered that there are other options than investing in the stock market, namely, indexed annuities. The ability to lose money is […]
The Wall Street Journal recently published an article Losing money is an option you choose; not a necessary evil. Many of my clients have NO money in the market and […]
With the recent losses in the market, now may be a good time to address a little-known fact among most retirees and investors: Losing money in the market is optional. […]