Episode 065: How the S&P 500 Index Moves and How to Take Advantage of it! In this episode, I’m going to walk you through a process I went through in the beginning of my career as a retirement planner. Let’s look at the entire history of the S&P 500 Index and see if we can […]


Episode 064: The Magic of Learning From Others How important is it to have coaches and mentors that you follow in anything you do? Extremely important. The best performers in the world, the people who achieve the best results at what they do, all have coaches. In this episode I explain some of my journey […]


Episode 063: The Weather Forecast for Your Retirement Years It’s prudent to think that the market and our economy will behave in exactly the same way as two-thirds of the world force retirees, stop putting money into the stock market and begins to take it out? Is there a chance that the financial “weather” we’ve […]


Episode 062: Your Declaration of Financial Independence Fellow Americans today is Independence Day 2016 where we celebrate the signing of the Declaration of Independence, our break from what our ancestors considered the unfair oppressive and costly rule of great Britain. In this episode, I teach you how to make a Declaration of Financial Independence.  Included […]


Three Rules: How to Build Wealth and Keep It! Spend less than you earn…and save the rest Stop losing money: Using indexed strategies (losing no money when the market goes down) will protect you from losses you can’t afford to recover from over a 28-year period. Renovating Retirement Episode 005 teaches you about this concept Stop […]


Episode 061: Popcorn Retirement Competition and capitalism are great, but there’s something that’s allowed in all industries that I don’t think should be allowed in the Financial Planning Industry. The damage that this is causing to your retirement is far too much of a price to pay. In this episode, I will explain why it’s […]


Episode 060: The Top Ten Best Retirement Planning Decisions What are sure-fire ways to improve your retirement? I’m glad you asked. That’s exactly what I’ll cover in this episode. The ten best retirement planning decisions you can do to set up your financial and retirement plan for maximum results and maximum enjoyment. Included in this […]


Episode 059: The Top Ten Biggest Retirement Mistakes What are the top ten biggest retirement mistakes possible? I’ll cover them in this episode. Whether you are 30, 40, 50, 60, or 70 avoiding these ten mistakes will dramatically improve your financial and retirement planning Included in this episode: Using the outdated notion of more risk more […]


Episode 058: Why Seniors Should Buy Life Insurance Traditionally life insurance is for younger couples who have children or a surviving spouse to care for. Well…I’m not traditional, life insurance is just another tool. As with any expert at their craft, life insurance can be used to do incredible things. Listen in on why 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 roll in the 14 trillion dollar loss of net worth experienced by Americans in 2008. None of my clients lost any money in indexed annuities […]