top of page
(469) 470-0606
ABOUT US
SERVICES / STRATEGIES
CONTENT LIBRARY
TOOLS
CONTACT US
BLOG
More
Use tab to navigate through the menu items.
4 Toughest Financial Questions
Average Cost of College Requires Planning
Opportunity Cost
Qualified Plans Do 2 things
Qualified Plans The Questions You Should Ask
Registered Plans Do 2 Things
Registered Plans The Questions You Should Ask
Retirement Ready or Not Will You have Enough to Retire
Spender Saver Wealth Creator
The LUCK Factor
The Income Game
Transfer of Your Wealth
Money Matrix
Transfers Of Wealth
The Thought Process
Misguided Wisdom
An Uneasy Awareness
Qualified Plans
The Defining Moment
The Business Of Learning
Owning A Home
Taxes
The Family Legacy
Insurance
The Charitable Legacy
You Finance Everything You Buy
Introducing the Personal Economic Model
Financial Insights
Your Personal Economic Model
Did You Know
Human Nature
Recoup Vs Recover
Before You Buy
Pay Cash Or Finance
War Between Current And Future
Financial Warning Signs
Three Different Strategies
Zero Financial Line
Problems With Consumer Debt
Collateral Capacity
Problems With Paying Cash
Toughest Financial Questions
Balanced Financial Approach
Your Income And Wealth Potential
Human Life Value
The Tax Filter
Lifestyle Regulator
Major Capital Purchases
Qualified Plan Contributions
Club Vs Swing
Practice Who Has Time
Drive For Show And Putt For Dough
Risk And Reward
Cart Or Caddie
Avoiding The Hazards
YourFavoriteClub
Play From The Right Set Of Tees
The Club Vs The Swing
Don't Forget Your Short Game
Improving Your Short Game
Scorecard
Black Blue White Or Gold
Hook Or Slice Fade Or Draw
Course Management
Fair Weather Golfer
New Grips
Getting On In Regulation
Golf & Your Money
10 Minute Lesson on Life Insurance
10 Minute Lesson on Life Insurance Full Tutorial
10 Minute Lesson Original Lesson
Circle of Wealth®
College Funding
Club vs Swing
Mortgages
Qualified Plans
Personal Economic Model®
Private Reserve Strategy
Retirement Are You Ready
Your Circle Of Wealth
Retirement Ready Or Not
Spender Saver Wealth Creator
Opportunity Cost
Qualified Plans Do Two Things
The Luck Factor
Driving Your Future
How Much Disability Covereage
Maximize Your Deductions
You May Not Be Saving Taxes
Avoiding The Losses
Standing In The Tax Line
The Income Game
Everything You Know You Think Is True
Calculating Your Income And Wealth Potential
Interest You Earn Vs Interest You Lose
The Cost Of Procrastination
Average ROR Vs Rea lROR
Mortgages True or False
Your Bank
Circle of Wealth
The Personal Economic Model®
How Debt Influences Financial Balance
Borrowing For Unexpected Expenses
Debt and vehicle purchases
Why pursue financial balance
The truth about home loans
The zero line
Pitfalls of the Saver
Spender, saver, wealth creator
Pitfalls of the Spender
Habits of the Wealth Creator
The Private Reserve Strategy®
The Case For Financial Efficiency
Wealth and Income Potential
Your earnings have value
Wealth Potential vs Taxes
Wealth Potential vs Lifestyle Spending
Wealth potential vs debt
A balanced approach to personal finance
Opportunity cost explained
The True Cost of a 75k Purchase
Exploring a Hypothetical
The True Cost of a 50k Purchase
The True Cost of a 30k Purchase
Balancing the Personal Economic Model®
Implementing financial balance
Solving the retirement income dilemma, spend less
Solving the retirement income dilemma, working longer
Solving the retirement income dilemma, rate of return
Solving the retirement income dilemma, save more
College Planning
How Will I Pay For College
Expected Family Contribution
Sticker Price
The Importance Of Planning
The Unrecognised Cost Of College
Private Or Public
Head Heart Hand
Will A Scholarship Be The Solution
Borrowing For College
Timing Is Everything
Some Non Traditional College Planning Solutions
One Year Degree
How To Eat An Elephant
How Much Is Too Much
Most Expensive Year
Importance Of Staying Connected
Colleges
Colleg Then Career
Unconquered By Debt
ABOUT US
SERVICES / STRATEGIES
CONTENT LIBRARY
TOOLS
CONTACT US
BLOG
(469) 470-0606
(469) 470-0606
bottom of page