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 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 […]
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 […]
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, […]
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 […]
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 […]
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. […]
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 […]
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 […]