Essential Lessons

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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. 

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