Category Archives: Retirement

How To Retire Comfortably

If the video image does not display, click here.   According to the National Institute on Retirement Security, only 92% of all working Americans will be able to retire comfortably. Watch our latest video to discover how to break free from the 92% and make it into the 8% where you belong! Tell me more! … Continue Reading

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… Continue Reading

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

How To Pay Off Debt Faster [AND Build A Stockpile Of Cash At The Same Time]

If you’re new to our “way of financial thinking” you need to see this video. If you’re a SMARTEST Wealth Veteran… then this will help provide you with a refresher of why you’re doing what you’re doing. How to pay off debt faster – build a STOCKPILE OF CASH – and SAVE THOUSANDS OF DOLLARS… Continue Reading

The Private Family Banking Legacy Strategy

The Private Family Banking Legacy Strategy

Creating a Generational Wealth System   What is a Private Family Bank? If you don’t know what a Private Family Bank is, you need to read The Banker’s Secret to Permanent Family Wealth. It will explain WHAT a Private Family Bank is, HOW it works, and WHY it is the best wealth accumulation and deployment… Continue Reading

Why We Recommend Private Equity Real Estate Funds

Why We Recommend Private Equity Real Estate Funds

With U.S. equity markets at historical highs and many bonds offering minuscule returns, where can high-net-worth investors turn for income, particularly as so many move into retirement? Investing in U.S and global real estate previously meant investing in the actual properties—a prospect mostly available to institutional and accredited investors. Today, the asset class is becoming… Continue Reading

Who should pay for college…your child or you?

Who should pay for college…your child or you?

You’re aging. You can’t stop that…well…unless you die. But, let’s say you live. Who will house and feed you when you get older and don’t want to, or can’t, work to support yourself? I was recently on a training webinar for Private Family Banking, and a story was told about a couple whose children were… Continue Reading

5 Non-Optional Steps to Gen-X Money Success

5 Non-Optional Steps to Gen-X Money Success

Generation X is the current “Squeeze” generation. You may have children in or about to go into college. You may have parents who need or will soon need your physical and perhaps financial help. And, oh yeah, you have your own hopes and dreams. All these demands will take money…your money. And, if that wasn’t… Continue Reading