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Essential Lessons - First Two Defining Moments
A powerful discovery conversation that puts into question the way traditional financial thinking may be pointing us in the wrong direction.
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Essential Lessons - Value of a Dollar
A discussion about how important the element of time is in future planning and how it is misunderstood.
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Essential Lessons - Rates of Return
Rates of Return can be misleading and misunderstood yet they are used as a measurement in many financial discussions.
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Essential Lessons - A Qualified Plan
Is a qualified plan really a tax saving event. If something you thought to be true about your qualified plan, was not true, when would you want to know about it?
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Essential Lessons - Velocity of Money
Money doesn’t become more money without movement. Discover how banks and the government create the velocity of money for themselves.
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Essential Lessons - The Gold Coin Inflation
A conversation about how inflation and its impact on the monetary unit (dollar) that continues to lose its value.
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Essential Lessons - Washington Is Broken
A quick look at the elements that may have contributed to the decline of the social fabric of the country.
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Essential Lessons - Demographic Shifts
Nine economic elements that will impact you’re planning attempts.
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Essential Lessons - The Devastating Impact On Your Financial Success
Discover the flaws in traditional thinking and how government actions may influence results.
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Essential Lessons - Feeding The Problem, Solving The Problem
A unique conversation about traditional financial thinking and whether or not it solves your financial problems.
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Essential Lessons - The Starting Point
A unique discussion with a client. How can you finish a plan if you don’t know where you are at now?
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Essential Lessons - Something Out Of Nothing
A discussion about banks and how money works in your life. This is the $20 bill lesson.
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Essential Lessons - And the Band Played On
A unique discussion about how we are surrounded by major financial challenges, yet everyone is pretending the problems are nonexistent.