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




The Family Legacy


Misguided Wisdom


The Thought Process




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




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