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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…
Life-Time Capital Gains
“What cannot be achieved in one lifetime will happen when one lifetime is joined to another.” ~Harold S. Kushner Discard Short-Term Thinking. Embrace Long-Term Thinking. Evolve to Life-Time Thinking. Tune In! This article is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this…
Health Super Accounts
“The greatest wealth is health.” ~Virgil Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter in to Open Enrollment for many people. This article is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether…
Time Horizon
“The two most powerful warriors are Patience and Time.” ~Leo Tolstoy Your Time Horizon (when you will be using you investments), is important. But traditional ways of thinking about Time Horizon are flawed. Learn the crucial phases of Time Horizon. This article is educational only and is not intended to be investment, legal, or tax…
Timing the Market
“The only function of economic forecasting is to make astrology look respectable.” ~John Kenneth Galbraith, Harvard economist When the market is moving, people being to wonder whether they should try and time its cycles. Let’s look at timing the market, specifically: Why one would (and shouldn’t) try to time it. Why being “Right Twice” is…
