Americans are addicted to the stock market – the most overused investing tool on the planet is the mutual fund. LONG after we have too much money to need Mutual Funds (around 25k-50k), we continue to use them because some fee-hungry retail mutual fund salesman gets paid to keep us in them. If the stock […]


Episode 096: Four Google Searches you Must Do: Part 4 Here you go folks, the last installment of the Four Google Searches You Must Do series. You do not need an Advisor and these searches will cause you to fire your current Advisor. I’m very confident in saying that they are lying to you and […]


Episode 090: Using Real Estate to Create Cash Flow with Bill Manassero Bill Manassero is on his way to owning 1,000 rental units. Learn how to use cash flowing real estate to create mailbox money in retirement. Let’s talk with Bill Manassero from Old Dawgs REI Network and his idea on investing in Real Estate […]


Episode 088: Keeping Your Money, Keep it Working Part 4 of the 8 part series on Keeping It … Keep it in focus (what are we doing and why are we doing it?) Keep it global (merit) Keep it real (average vs. actual) Keep it working (hep and bank money) Keep it big (indexed and global) Keep it all […]


It might just be the right time to sell your positions in the market and move to Indexed Annuities and Life Insurance. I came across this article last week and thought it would be helpful to share with all my readers. It’s important to pay attention to these sort of things because it could potentially […]


I came into this business in 2005 with no money, no gray hair, and no experience. Exactly what every retiree wants when working with a Financial Advisor, right? However, I did have a conviction for the truth. Two plus two is always four no matter who has said it. So I said to myself, “I’m […]


FREE Dinner in Hawaii Invitation! Interested in learning how to have the best retirement possible for you and your loved ones? Come to a FREE dinner in Hawaii – Kailua, Oahu Are you wanting to learn how to make 7% on your emergency fund or bank money? Want to know how to NEVER run out […]


Uh, no they don’t. This is kind of like saying “Your Doctor is going to drill a hole in your head to let the sickness come out with the blood as it runs out”. Uh, no they won’t….at least not anymore. This may have been true 30-40 years ago but it certainly isn’t true of […]


Oh those Joker Brokers, they’ll just say anything to steer you away from safety won’t they? Deep breath Charlie, go to your happy place, relaaaaaaaaax….. Ok I think I’m ok to write now. WHAT ARE THEY TALKING ABOUT? Joker Brokers make more money than any of us in the industry because they put YOU in […]

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