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 it turned out that they were all wrong. Have you heard that you have to take more risk to get more reward? It’s the “No […]


Episode 067: It’s Kind of True That Your Retirement Account Can Grow by a Guaranteed 8% – 9% Per Year There’s a place to put your money where it will grow by a guaranteed 8%-9% per year. Sound too good to be true? Listen to this short episode and see which tool it is and […]


I recently answered a question on Quora, related to using a Financial Advisor and if their services are worth it. I thought this question would make a really great post for this week. You should only use a financial professional for things you CANNOT do yourself How to utilize a financial advisor: What you should […]


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 a choice you make; not a necessary evil.   We also talked about when investing in indexed annuities, you will never lose the money you […]


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. It’s true, you do not have to participate in the losses of the market ever again, if you choose not to.  Many of my clients […]