It’s All About the Balance, Not the Rate of Return; Actually, It’s All About the Income, Not the Account Balance I am releasing this article to teach you about what really matters in your retirement plan. What really matters is what is being put into your account, not your Rate of Returns, not your Account […]

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 […]

RR Episode 013: The Dark Truth about AUM and Why You Don’t See More Growth in Your Investments and Retirement Accounts  Just three letters are responsible for why you do not have more growth in your investments and retirement accounts…A..U..M.. AUM is what drives advisors but does it drive them away from focusing on growing […]

Episode 012: How To Build a G.R.E.A.T. Retirement Plan WITHOUT An Advisor In this 12th episode I’m going to give you a framework for how to choose the best products to go in each of the three types of money your retirement plan will need Using G.R.E.A.T. as an acronym, I will show you how […]

Episode 007: Surrender Penalties: The Good, The Bad, The Ugly In this episode, I’m going to cover surrender penalties which are actually a very important piece of a sound financial plan. I’m going to present you with a question that the bad guys will never ask you. You will understand surrender penalties, how to get around them, […]

Episode 005: I’ll Bet You Don’t Fully Get The Power of The Annual Reset…Yet In this powerful episode, I’m going to teach you something the bad guys want to hide from you at all costs. Losing money is optional. More Risk, More Reward is no longer true! A little-known tool called “The Annual Reset” will literally change […]

Episode 004 Is your Advisor Smarter Than a Fifth Grader? In this episode, I’m going to teach you what I call the most important thing I’ve ever learned about money. This is the biggest lie of them all and MOST of you listening, will find that you are currently being affected by this purposeful spin […]

Episode 002: The Three Pillars of Financial Deception: And How Advisors Use Them Every Day to Line Their Pockets at Your Expense In this episode, I cover the three pillars of financial deception that this industry uses to steal money from you and keep you doing what they want. You may get upset because these […]

I’ve just released my second eBook this year, promoting my new Podcast on iTunes, Renovating Retirement  It is a daily Podcast, hosted by yours truly, Charlie Jewett. I am an author, speaker, Podcast Host, consumer advocate, and investment advisor from San Diego, Ca. I’ve spent the last eleven years trying to change the way the industry […]