Episode 074: What Is Mortgage Planning and Why You Should Care This is where I started my career as a Financial Educator eleven years ago. An expert in Mortgage Planning, which is using mortgages to create a better retirement, trained me personally over about a twelve-month period. The mortgage is the most powerful tool in […]


Episode 071: Tax Torpedo – Avoid Paying Taxes on Social Security Income Taking money from IRA’s and 401K’s may allow the IRS to charge taxes on your Social Security Income. In this episode, I’ll do a brief explanation of the problem we call the tax torpedo! Included in this episode: If you think taxes are […]


Episode 069: The IRS Spells THEIRS This is the second episode of Tax Week. I’m going to talk a bit about the IRS’s job and how to play the game of lowering taxes while having fun. I’ll introduce you to the most successful card the IRS has ever played in the game they play which […]


RR Episode 066: Author David McKnight Teaches how to be in a Zero Percent Tax Bracket In this episode, I interview Author David McKnight, who teaches retirees how to be in a zero percent tax bracket. We also talk a bit about a new book he has just released. David talks about how The Power […]


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 […]


Episode 066: Do Musician’s Make a Lot of Money? How would you answer this question? Do musicians make a lot of money? Is it a hard question to answer…which musician? Some do, some don’t. Well what if someone says Annuities have high fees! or Cash value life insurance is a bad investment! I’m going to give you […]


Episode 064: The Magic of Learning From Others How important is it to have coaches and mentors that you follow in anything you do? Extremely important. The best performers in the world, the people who achieve the best results at what they do, all have coaches. In this episode I explain some of my journey […]


Episode 063: The Weather Forecast for Your Retirement Years It’s prudent to think that the market and our economy will behave in exactly the same way as two-thirds of the world force retirees, stop putting money into the stock market and begins to take it out? Is there a chance that the financial “weather” we’ve […]


Episode 062: Your Declaration of Financial Independence Fellow Americans today is Independence Day 2016 where we celebrate the signing of the Declaration of Independence, our break from what our ancestors considered the unfair oppressive and costly rule of great Britain. In this episode, I teach you how to make a Declaration of Financial Independence.  Included […]