Category Archives: Investing

The Pay Yourself First Myth

In the late 1920s, George S. Clason wrote the classic story, The Richest Man In Babylon. That story was the origin of the personal finance strategy “Pay Yourself First.” This strategy has been taught by almost every personal finance guru since then.

On the surface, it is a decent strategy. However, a LOT has changed since then, and in the “Pay Yourself First” Myth video, you’ll discover how “paying yourself last” can help you end up with more cash!

I hope you enjoy it!

How Does Money Work

Have you ever wondered how money really works? You probably already know that you can work for money (which is probably where you are now) or it can work for you (which is where you want to be). But, did you know that – right now – money is probably working against you? Find out… Continue Reading

What Is A Private Family Bank

If you’ve been receiving information from us, then you’ve most likely heard us talking about the Private Family Bank. This brief video (it’s only 6 minutes and 45 seconds long) will provide you with a pretty darn good explanation of what it is and what it can do for you.     Continue Reading

How To Increase Your Credit Score [The ONE Secret You Need To Know]

If you’re confused as to what “credit” is… and what you really need to know to boost your score… then you need to watch my latest video. In it you’ll discover what it is and what you need to know to boost your score now and for the rest of your financial life… Continue Reading

Five Pillars of Retirement Income

Five Pillars of Retirement Income

Financial advisor, Michael Kitces, says, “The modern retirement portfolio will really rely on four pillars for retirement income – interest, dividends, capital gains, and principal.” Most Americans can add Social Security as a 5th retirement income pillar, and in this article, we’ll examine these 5 post-employment income sources, their tax consequences, and how they might… Continue Reading

I thought it was just a fable, but it’s true!

We’ve all heard the Aesop Fable about the Tortoise and the Hare. A hare ridicules a slow-moving tortoise until the tortoise challenges the boastful rabbit to a race. The hare soon leaves the tortoise in the dust, and is so confident of winning, he stops to take a nap. However, when the hare awakes, he… Continue Reading

Could You Use A Little Clarity

When you look at your bank account, you should feel good about what you see. If you don’t, chances are you’ve been following traditional and popular financial strategies that haven’t evolved with our economy. Just think about the past 10 years alone, and how much has changed in that short timeframe economically. Yet, the “personal… Continue Reading

Suddenly My Dog Lunges For The Courtyard Gate!

Suddenly My Dog Lunges For The Courtyard Gate!

She’s spooked by someone hurrying past. It’s only Dr. Mark, my neighbor, hoofing it to his nearby practice to start another workday. The dog repeats her performance as a few cars drift by on our normally quiet street. So many people off to work. Not me. I’m sipping coffee and recording this drama for you.… Continue Reading

4 Keys to Saving for College

4 Keys to Saving for College

Pay for college? Are you kidding me? You mean… Pay for college OR get married? Pay for college OR buy a house? Pay for college OR save for the future? These are actual choices forced on significant numbers of Americans these days. A college education is VERY expensive! Today’s American college graduates carry a combined… Continue Reading