videos

Financial Confidence

In this episode, we discuss the KEY difference I’ve discovered over the last 30 years of research and hands-on work…

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The 5 Big Stumbling Blocks You Hit in Your 60s

In this episode, I reveal the 5 Big Stumbling Blocks You Hit in Your 60s, and how you can avoid…

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What to Do To Create Your Ideal Lifestyle!

In this episode, I share a very funny scenario I experience with many new members, and a critically important strategy…

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Why You Should Only Work With 1.6% of Financial Advisors

In this episode, we’re going to discuss how you can determine if the advisor you’re working with, or considering working…

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Today’s Retirement Predicament

Discover the unique predicament successful savers face when transitioning to retirement today

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Do You Have Enough in Your Retirement Bucket?

In this episode, we’re going to cover the very first question everyone I meet wants to know: Do We Have…

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The 5 Answers You Need
Before You Invest

Investing on the other side of The Employment Dependency Threshold when you no longer have income coming in from the…

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What NOT to Invest During Phase 2 of Your Financial Life

In this episode, we’re going to discuss a critically important investment strategy which has both practical and psychological benefits.

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Is Your Advisor a Pure Fiduciary

Conflicts of interest are everywhere in the financial services industry. Discover if your advisor is legally sworn to act in…

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How to Make Sure Your Family Doesn’t Lose Over 40% of Your IRA

In this episode, I’m going to share a little known, but extremely costly problem awaiting your family when they inherit…

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Combatting Your Risks in Retirement with 3 Questions

In this episode, we’re going to talk about 3 Questions you must use to combat your risks in your retirement…

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How to Save Your Family From Unnecessary Anguish

In this episode, I’m going to share a story with you about the completely unnecessary anguish a woman went through…

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