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 […]


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 that what the crooks and liars did to you in 2008 and 2009 creates a fear of using the safe strategies that lost no money […]


Episode 055: Portfolio Stress Testing: What We Can Learn from Crash Test Dummies No one is allowed to drive a car until the crash test dummies “stress test” the car and make sure you will have the greatest chance of survival. I’m going to show you how to do the same thing for your portfolio! […]


Episode 053: Using Reverse Mortgages as an Investment Account Accelerator Tiger Woods is great at golf because of how he uses the clubs, not because he has great clubs. Give me his clubs and I will not have the same results as he does. In this episode, I’m going to show you how to use […]


Episode 052: Advisors Selfishness Coated in Chocolate One of the coolest expressions I’ve ever heard and it fits perfectly with the financial services and retirement planned industry. In this episode, I will reveal the “chocolate” that advisors use to lure you in to settling for an inferior retirement plan. I was on a 70ft boat […]


Episode 051: Understanding Indexed Annuities and the Three Different Account Values Understanding Indexed Annuities with Guaranteed Lifetime Income Riders are notoriously hard for consumers. It doesn’t need to be this way! This episode will help you understand the mystery of the “Income Account Value” and the “Benefit Base” or “Protected Income Value”, or whatever your […]


Episode 049: 401k Cabins and Condos How would you like to own a vacation home rather than put money into boring 401K’s and IRA’s? What if the financial and emotional benefits can be better doing things a little outside the box? In this episode, I compare investing in qualified plans to owning and enjoying vacation […]


Episode 048: Interview with Bill Manassero: Using Real Estate to Create Cash Flow in Retirement In this episode, I interview Bill Manassero of the Old Dawg’s REI Network and Podcast. Bill is in the process of building a 1000/door real estate empire to create a supercharged, automatic IN-Come account. I love Bill’s show, I love […]


Episode 047: My First Really Negative Feedback and Why She Was So Angry I received my first piece of hate mail and thought I would use it to help you each to see exactly why I created this show. The trance that most American retirees have been put in and how to avoid making the […]


Episode 044: Six Ways to Improve Term Life Insurance Do you want to know how to improve, upgrade, or eliminate your term life insurance? What about getting someone else to pay for it? This is just one more notch in your belt as you become a financial black belt so listen in as I explain the […]