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Videos

Transfers 2
Who’s Ripping You Off?

Defining Moments

1p1: Banks and the Velocity of Money
1p2: Banks and Your Mortgage Payments
1p3: Inflation and Your Mortgage
2p1: Taxes & Your Qualified Plans
2p2: Baby Boomers, Taxes and Your Money
2p3: Inflation, Taxes, and Wall Street

Demographics

1: Baby Boomers and Your Money
2: Baby Boomers and the Government
3: 401ks and IRAs

Mortgage

1: Banks and Mortgages
2: To Mortgage or Not to Mortgage
3: Paying Cash for Your Home
4: Paying Cash for Your Home
5: 15 Year Mortgage vs. 30 Year Mortgage
6: Minimizing Your Taxes
7: The Myth of Paying Extra Principal

Traditional Planning

1: Inflation
2: Average vs. Actual ROR
3: Taxes
4: Market Indicators

Transfers

1: Lost Opportunity Cost
2: Who's Ripping You Off?
3: The Power of Internal Savings
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  • Life Insurance
  • Annuities
  • Qualified Plans
  • Retirement Planning
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