Episode 045: Understanding Insurance Policy Loans for Tax-Free Distribution They say “The devil’s in the details”, well in this episode I’m going to show you how to find salvation and a bunch of financial angels in the nitty gritty details of how you take policy loans from your life insurance policies. It literally makes the difference to […]

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 […]

Episode 041: Financial Tic-Tac-Toe: IN-Crease Accounts This is the last episode in the Financial Tic-Tac-Toe series. I’m going to cover IN-Crease or Growth Accounts and tell you which one’s are my favorite. Once you have guaranteed income for life you see what’s leftover and then the fun begins. This is the money you can use […]

Episode 040: Financial Tic-Tac-Toe: IN-Come Accounts In the 40th episode, I cover the IN-Come portion of the Tic-Tac-Toe grid which is a grid I created to help my customers see what characteristics are most important for each type of money. I’ll explain the difference sources of retirement in-come accounts and how to create guaranteed, increasing […]

Episode 026: How to Create Tax-Free Retirement Income Do you think taxes may go up between now and when you pass away? If so, then creating tax-free retirement income is essential for making sure you will have the best retirement lifestyle possible. Inflation is constantly eating away at the value of your dollars. Don’t let […]

Episode 022: Wolves in Sheeps Credentials: The Truth about Financial Advisors Do you think the letters behind your advisors’ name mean anything? They don’t and in this episode I show you the truth about financial advisors.. behind the licensing, certifications, and continuing education that keep financial and retirement planners in the dark about how to actually […]

Episode 021: What Can You Learn About Retirement with This Story… You Passed the Tractor Hours Ago, Why are You Still in the Wrong Lane? Microsoft 10 screwed up the microphone quality but the information is OFF THE HOOK! What can you learn about retirement? I talk about passing slow tractors in Maui?? You’d be […]

Episode 016: Six Types of Annuities, and How to Use Each One There are horrible annuity contracts and there are life-changing amazing annuity contracts that will give you the best retirement imaginable. Come with me on a journey to explore the six types of annuities in an entertaining way. Also, the fourth chipmunk “Bill” shows […]

RR Episode 015: A Tale of Two Portfolio’s when Lower Returns More Money in Your Account When does 6.98% beat 8.22%? In this episode, I am going to show you what the bad guys don’t want you to know. Lower returns beat higher averages if you earn them in the right way. HOW you earn […]

Episode 014: How to Double or Triple Your Retirement Lifestyle With One Simple Move What if your lifestyle could be 2, 3, 4 times better in retirement..with one simple adjustment to how you think about investments and how you make financial planning decisions? After reviewing over a thousand financial plans, I can safely say that […]