Education

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