Videos

Circle of Wealth


Your Circle of Wealth represents all the money you will ever have – accumulated, lifestyle and transferred money. Learn more – watch the video

Private Reserve Strategy


Are you a Debtor, Saver or Wealth Creator? Your choice may be costing you hundreds of thousands of dollars! Learn more – watch the video

Retirement: Are You Ready


If you’re questioning if you’ll be able to retire, how long your retirement funds will last or if you’ll even have enough money to ever retire, we can help. Learn more – watch the video

Your Bank


Learn how traditional banks use your money to make money and how you can use these same wealth accumulation principles to “be your own bank. Learn more – watch the video

10 Minute Lesson

College Funding

Mortgages: The Missing Piece

Qualified Plans

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WEALTH & WISDOM

Money Matrix

 

 

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Transfers Of Wealth

 

 

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The Next 3000 Days

 

 

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An Uneasy Awareness

 

 

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Qualified Plans

 

 

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The Defining Moment

 

 

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The Business of Learning

 

 

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Owning a Home

 

 

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Taxes

 

 

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The Family Legacy

 

 

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Misguided Wisdom

 

 

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The Thought Process

 

 

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Insurance

 

 

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The Charitable Legacy

 

 

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COLLEGE FUNDING

How Will I Pay For College

 

 

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Expected Family Contribution

 

 

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Sticker Price

 

 

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The Importance of Planning

 

 

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Private or Public

 

 

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The Unrecognized Cost of College

 

 

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Head, Heart, Hand

 

 

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Borrowing for College

 

 

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Timing is Everything

 

 

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Will a Scholarship Be The Solution

 

 

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Some Non-Traditional College Planning Solutions

 

 

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One Year Degree

 

 

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Most Expensive Year

 

 

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How to Eat an Elephant

 

 

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How Much is Too Much

 

 

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Importance of Staying Connected

 

 

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4000 Colleges

 

 

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College Then Career

 

 

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GOLF & YOUR MONEY

Club vs. Swing

 

 

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Practice Who Has Time

 

 

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Drive for Show & Putt for Dough

 

 

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Risk & Reward

 

 

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Avoiding the Hazards

 

 

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Cart or Caddie

 

 

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Your Favorite Club

 

 

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The Club vs The Swing

 

 

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Don’t Forget Your Short Game

 

 

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Play From the Right Set of Tees

 

 

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Improving Your Short Game

 

 

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Scorecard

 

 

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Black Bule White or Gold

 

 

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Course Management

 

 

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Hook or Slice Fade or Draw

 

 

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Fair Weather Golfer

 

 

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New Grips

 

 

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Getting On in Regulation

 

 

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CIRCLE OF WEALTH

Your Circle of Wealth

 

 

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Retirement Ready or Not

 

 

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Opportunity Cost

 

 

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Spender Saver Wealth Creator

 

 

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Qualified Plans Do Two Things

 

 

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The Luck Factor

 

 

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Driving Your Future

 

 

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How Much Disability Coverage

 

 

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Maximize Your Deductions

 

 

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You May Not Be Saving Taxes

 

 

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Avoiding the Losses

 

 

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Standing in the Tax Line

 

 

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The Income Game

 

 

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Everything You Know You Think Is True

 

 

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Calculating Your Income & Wealth Potential

 

 

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Interest You Earn vs. Interest You Lose

 

 

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The Cost of Procrastination

 

 

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Average ROR vs. Real ROR

 

 

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PERSONAL ECONOMIC MODEL

Did You Know

 

 

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Human Nature

 

 

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Recoup vs. Recover

 

 

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Before You Buy

 

 

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Pay Cash or Finance

 

 

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War Between Current & Future

 

 

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Financial Warning Signs

 

 

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Three Different Strategies

 

 

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Zero Financial Line

 

 

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Problems With Consumer Debt

 

 

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Problems With Paying Cash

 

 

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Collateral Capacity

 

 

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Toughest Financial Questions

 

 

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Balanced Financial Approach

 

 

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Your Income & Wealth Potential

 

 

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Human Life Value

 

 

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The Tax Filter

 

 

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Lifestyle Regulator

 

 

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Major Capital Purchases

 

 

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Qualified Plan Contributions

 

 

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