Broker Check

1-2 Minute Videos

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