• Understanding how to quantify risks of different investments in the stock market (mutual funds, indexes, etc.).
• Avoiding the pathetic investment returns of the “average” investor.
• Understanding the serious flaws in various money management platforms such as the Modern Portfolio Theory, indexing, buy and hold, etc.
• Learning how to protect assets from all future creditors.
• Learning how to minimize and even avoid income taxes and capital gains taxes.
• Learning how to literally “Retire Without Risk” using certain not-well-known wealth-building tools.
• Learning how to pay off a home mortgage 5, 10, 15+ years early with a plan that doesn’t require you to change your lifestyle and has no risk.
• Learning how to identify and avoid “Bad Advisors.” READ MORE. ….
Review Your Free Book List
Peace of Mind Planning Book
Retiring Without Risk Book
One of life’s biggest challenges is how do you build enough wealth to retire so you can live the lifestyle you have always planned without the fear of running out of money.
Have you lost some or a significant amount of money in the stock market over the last ten years?
After the S&P 500 stock index lost 46% during a stretch of time from 2000-2002 and 59% from a stretch from 2007-2008, most people have a healthy fear of the stock market. READ MORE. ….
Bad Advisors Book
Thank you for interest in learning about the book that has the industry buzzing. Why buzzing? Because Bad Advisors is a tell-all book unlike any that’s ever been written.
Some say reading this book is like watching a bad car accident. You don’t want to watch, but you can’t turn your eyes away. With the book, you’ll fear turning to the next page; but you won’t be able to help yourself.
I wrote Bad Advisors because of what I’ve seen on a day-to-day basis in the financial services and insurance industry, and it literally makes me sick to my stomach. READ MORE. …
Home Equity Acceleration Plan Book
If you had the opportunity to pay off your mortgage 5, 10, 15+ years early, save in excess of $100,000 in mortgage interest payments, and you could do so WITHOUT changing your current spending habits, WOULD YOU?
Millions of people write out their mortgage check dreaming of the day it will be paid off. Unfortunately, for most, that day is often 20+ years down the road. READ MORE. …
Home Equity Management Guidebook
With mathematical precision, the HEMGB helps readers determine if it is best to pay off the debt on your home or leverage it to grow wealth for maximum retirement income.
The motivating force behind writing the HEMGB was that of pure frustration. Unfortunately, in the financial services field, there are books that were written NOT to give full disclosure to readers about a wealth-building concept but instead were written as fluffy sales pieces to entice readers to buy into the concept written about. READ MORE. …