One of the problems that we've discovered with the financial services industry is that the vast majority of people have been taught what to think about money rather than how to think about money. We'd like to challenge the traditional line of thinking and introduce you to some new concepts that you've likely never seen or heard before.
You see, what you don't know may be more important than what you do know. And even more to the point, what your advisor doesn't know may be more important than what they do know.
If you're still at least 5 years away from retirement, we'd suggest that you start here with Your Circle of Wealth and then move on to the Personal Economic Model.
If you're within 5 years of retirement or already retired, then start below with Retirement: Are You Ready? and then move on to Qualified Plans.
Your Circle of Wealth
A unique way to approach retirement.
Personal Economic Model
A great visualization of what is happening in your financial life and what must happen for you to have the retirement you want.
How you pay for your home could be the most impactful financial decision you'll ever make.
College and Retirement: You Can Do Both.
Private Reserve Strategy
An efficient way to pay for your major capital purchases without interrupting the cycle of compounding interest.
Retirement: Are You Ready?
If you're near or in retirement, it is critical that you have maximum efficiency in your financial life.
What percentage of your 401k or IRA does the IRS own and how much is left over for you?
The most powerful bank in the world is your bank.
Club vs. Swing
What is it that your current advisor brings to the table, the clubs or the swing?
10 Minute Lesson On: Life Insurance
Learn how a Maximum Efficient Contract can improve your financial position.
Here are some short video vignettes arranged under several different topics. If you find something that piques your interest, let us know and we'll be happy to share more details with you.
Wealth & Wisdom EDU
Golf & Your Money