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 […]
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. […]
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 […]
Episode 004 Is your Advisor Smarter Than a Fifth Grader? In this episode, I’m going to teach you what I call the most important thing I’ve ever learned about money. […]
Episode 003: Stop Looking for The Perfect Investment The bad guys in the financial industry have trained the entire world to look for what’s wrong with every financial product and […]
“It’s all about the balance, not the rate of return, actually, it’s all about the income, not the account balance.” Many people in this world focus on how much rate […]