Client Videos

10 Minute Lesson on Life Insurance

Circle of Wealth

Club vs. Swing

Personal Economic Model

Circle of Wealth

Club vs. Swing

Personal Economic Model

Your Bank

Retirement Are You Ready?

College Funding

Mortgages

Private Reserve Strategy

Retirement Ready or Not: Will You Have Enough

4 Toughest Financial Questions

Opportunity Cost

You Finance Everything You Buy

Average Cost of College Requires Planning

Qualified Plans Do 2 Things

Spender Saver Wealth Creator

The LUCK Factor

Transfer of Your Wealth

The Income Game