When Should I Update My Estate Plan?
My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?
What is a Fiduciary?
“Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.
Investment or Expense?
We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.
Get Notified? Nope!
Do you get notified about the news? 🚨 Do you surrender control of your attention, mood, or investment outlook? Or do you stay focused?
The New RetireMembership
We have new membership benefits that are 100% free! Join RetireMembership to receive exclusive content and resources.
3D Retirement Income
3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others will teach you how to Retire Successfully and stay Successfully Retired.
To Roth or Not to Roth
“Two things in life are guaranteed: Death and Taxes. At least we can control the timing on one of them.” Knowing and acting on the difference between traditional and Roth retirement accounts could save you, or cost you, ten of thousands of dollars. Tune In! This article is educational only and is not intended to…
Gratitude is the Way
“Be thankful for what you have; you’ll end up having more. If you concentrate on what you don’t have, you will never have enough” ~Oprah Winfrey Nothing you accomplish or achieve in life will matter without gratitude. Tune In! This article is educational only and is not intended to be investment, legal, or tax advice…
Investing, Speculating, & Trading, Oh My!
“The individual investor should act consistently as an investor and not as a speculator.” ~ Ben Graham There are key differences between Investing, Speculating, and Trading. They are NOT the same. And understanding the contrast could mean the difference between success and failure. This Podcast is educational only and is not intended to be investment,…
The Fourth Dimension
“Those who are the happiest are those who do the most for others.” ~Booker T. Washington The Fourth Dimension: Donation: Income that IMPACTS others beyond you. Embracing 3D Retirement Income allows you to fully explore Donation. Tune In! This article is educational only and is not intended to be investment, legal, or tax advice or…
