Articles

  • BETWEEN YOU, ME & THE GOVERNMENT
  • DEMOGRAPHICS – The Changing Financial Landscape
  • MISGUIDED WISDOM – Thinking Minus Logic
  • WHY TRADITIONAL THINKING FAILS TO REACH ITS GOALS
  • OWNING A HOME – The Most Misunderstood American Dream
  • QUALIFIED PLANS – Financing Your Future or the Government’s
  • TAXES – The Largest Transfer of Your Wealth
  • THE CHARITABLE LEGACY – Your Gift to the Future
  • THE DEFINING MOMENT – A Life-Changing Approach to How Money Works
  • THE FAMILY LEGACY – A Grandparents Guide…
  • THE MONEY MATRIX – Understanding How the Components of Money Work for You
  • THE THOUGHT PROCESS – Changing Traditional Financial Thinking
  • TRANSFERS – The Evolution of Transferring Your Wealth Away…
  • INSURANCE – Understanding Policy Secrets


  • Videos

  • Defining Moment #1 Part 1 – Banks and The Velocity of Money
  • Defining Moment #1 Part 2 – Banks and Your Mortgage Payments
  • Defining Moment #1, part 3b Inflation and Your Mortgage
  • Defining Moment #2 Part 1 – Taxes and Your Qualified Plans
  • Defining Moment #2 Part 2 – Baby Boomers, Taxes and Your Money
  • Defining Moment #2 Part 3 – Inflation, Taxes, and Wall Street
  • Demographics #1 – Baby Boomers and Your Money
  • Demographics #2 – Baby Boomers and The Government
  • Demographics #3 – 401ks and IRAs
  • Financial Transfers #1 – Lost Opportunity Cost
  • Financial Transfers #2 – Who’s Ripping You Off?
  • Financial Transfers #3 – The Power of Internal Savings
  • Mortgage #1 – Banks and Mortgages
  • Mortgage #2 – To Mortgage or Not To Mortgage
  • Mortgage #3 – Paying Cash For Your Home
  • Mortgage #4 – Paying Cash For Your Home
  • Mortgage #5 – 15 Year Mortgage vs. 30 Year Mortgage
  • Mortgage #6 – Minimizing Your Taxes
  • Mortgage #7 – The Myth of Paying Extra Principle
  • Why Traditional Planning Fails #1 — Inflation
  • Why Traditional Planning Fails #2 – Average vs. Actual ROR
  • Why Traditional Planning Fails #3 — Taxes
  • Why Traditional Planning Fails #4 – Market Indicators