Latest Blogs, Tools And Resources
Retirement Success Book
“Retirement Success: Hiring Your Functional Retirement Advisor” is my new book that shows you how to recognize a trustworthy, empathetic person who puts emphasis on plans, not financial products...in other words, a fully Functional Retirement Advisor (FRA). Transcript...
The Whole Financial Process is Wrong
George Kinder, widely recognized as one of the chief educators and influencers in the financial planning profession and someone who I have trained extensively with, talks about why "the whole financial planning process is wrong." Click here to see why. The opinions...
The Secret To Living Past 100 Can Be Found In This Remote Village
Who knew that, with a few lifestyle adjustments, we could all live happily and healthily to our 100th birthday and beyond? Read about it here The opinions voiced in this article are for general information only. They are not intended to provide specific advice or...