Free Resources

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…

Watch Video

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.

Watch Video

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…

Watch Video

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…

Watch Video

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…

Watch Video

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…

Watch Video
Subscribe

Playing The Odds at Every Turn (with Updated Statistics)

Several years ago, I shared a “spirited” conversation we had with friends over dinner about health which led to some…

Click Here to Read More

Does This Sound Like Anyone You Know?

Imagine for a moment that you’re having a conversation over dinner last Friday night with your brother and his wife. …

Click Here to Read More

Don’t Let Your Kids Lose 40+% of Your IRA

A year rarely passes without me hearing another horror story in financial circles about families losing half of their parents’…

Click Here to Read More

The Stock Market is Having its Worst Second Quarter Since the Great Depression

Did that headline get your attention? I’m sure it did. I’m sure it also rattled a lot of un-suspecting Bloomberg,…

Click Here to Read More

How to “Stomach”
Market Volatility

During one of those days in February when market prices fell 3 to 4%, or over “1,000 points” as our…

Click Here to Read More

BEWARE:
“Retire Reassured”

Did you see this headline last week? On Tuesday, February 27th, in big bold RED letters above The Wall Street…

Click Here to Read More

Market Corrections and Time

Most Americans walk proudly and carefree when market prices are climbing. Risk becomes irrelevant. Strategic asset allocation looks boring, and…

Click Here to Read More

We Begin 2018 With That Word Again

While shooting baskets at the gym with my son Michael down in Chatham last weekend, I observed him do something…

Click Here to Read More