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 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 […]


Episode 061: Popcorn Retirement Competition and capitalism are great, but there’s something that’s allowed in all industries that I don’t think should be allowed in the Financial Planning Industry. The damage that this is causing to your retirement is far too much of a price to pay. In this episode, I will explain why it’s […]


Episode 057: Why Other Americans Lost 14 Trillion Dollars and My Clients Didn’t Episode 057 is my plea to you to see clearly the fact that insurance companies played no roll in the 14 trillion dollar loss of net worth experienced by Americans in 2008. None of my clients lost any money in indexed annuities […]


Episode 056: Why “What Charlie Teaches” Sounds too Good to be True This was supposed to be ten minutes long and ended up almost 30. It’s so frustrating to me that what the crooks and liars did to you in 2008 and 2009 creates a fear of using the safe strategies that lost no money […]


 Episode 054: How to Know When You Have Enough Money to Retire This episode will show you exactly how to know when you can retire and the common mistake that causes you to never know when you have enough money to retire. This is an important episode, so dive in, listen to the end, […]


Episode 052: Advisors Selfishness Coated in Chocolate One of the coolest expressions I’ve ever heard and it fits perfectly with the financial services and retirement planned industry. In this episode, I will reveal the “chocolate” that advisors use to lure you in to settling for an inferior retirement plan. I was on a 70ft boat […]


Episode 047: My First Really Negative Feedback and Why She Was So Angry I received my first piece of hate mail and thought I would use it to help you each to see exactly why I created this show. The trance that most American retirees have been put in and how to avoid making the […]


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 042: The Costly Trap of Having a Simple and Easy To Understand Retirement Plan I’ve never shared this recording with anyone…it was too obnoxious and exaggerated…until now. June 11, 2016 apparently is the time where the world can handle “up and down”. What can a terrible Engish accent and airplane cockpits teach you about […]