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
Wealth & Wisdom
WEALTH & WISDOM
Money Matrix
Transfers Of Wealth
The Next 3000 Days
An Uneasy Awareness
Qualified Plans
The Defining Moment
The Business of Learning
Owning a Home
Taxes
The Family Legacy
Misguided Wisdom
The Thought Process
Insurance
The Charitable Legacy
COLLEGE FUNDING
How Will I Pay For College
Expected Family Contribution
Sticker Price
The Importance of Planning
Private or Public
The Unrecognized Cost of College
Head, Heart, Hand
Borrowing for College
Timing is Everything
Will a Scholarship Be The Solution
Some Non-Traditional College Planning Solutions
One Year Degree
Most Expensive Year
How to Eat an Elephant
How Much is Too Much
Importance of Staying Connected
4000 Colleges
College Then Career
GOLF & YOUR MONEY
Club vs. Swing
Practice Who Has Time
Drive for Show & Putt for Dough
Risk & Reward
Avoiding the Hazards
Cart or Caddie
Your Favorite Club
The Club vs The Swing
Don't Forget Your Short Game
Play From the Right Set of Tees
Improving Your Short Game
Scorecard
Black Bule White or Gold
Course Management
Hook or Slice Fade or Draw
Fair Weather Golfer
New Grips
Getting On in Regulation
CIRCLE OF WEALTH
Your Circle of Wealth
Retirement Ready or Not
Opportunity Cost
Spender Saver Wealth Creator
Qualified Plans Do Two Things
The Luck Factor
Driving Your Future
How Much Disability Coverage
Maximize Your Deductions
You May Not Be Saving Taxes
Avoiding the Losses
Standing in the Tax Line
The Income Game
Everything You Know You Think Is True
Calculating Your Income & Wealth Potential
Interest You Earn vs. Interest You Lose
The Cost of Procrastination
Average ROR vs. Real ROR
PERSONAL ECONOMIC MODEL
Did You Know
Human Nature
Recoup vs. Recover
Before You Buy
Pay Cash or Finance
War Between Current & Future
Financial Warning Signs
Three Different Strategies
Zero Financial Line
Problems With Consumer Debt
Problems With Paying Cash
Collateral Capacity
Toughest Financial Questions
Balanced Financial Approach
Your Income & Wealth Potential
Human Life Value
The Tax Filter
Lifestyle Regulator
Major Capital Purchases
Qualified Plan Contributions
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