Investment Fees:  What do You REALLY pay?

Investment Fees: What do You REALLY pay?

About halfway through my 24-year career as a financial advisor, I had a local gentleman come in to get a second opinion on his brokerage and retirement accounts. He was focused on just his account performance so when I asked him how much he was paying his financial...
My Low Cost Subscription Based, Advice Only Service is Now LIVE

My Low Cost Subscription Based, Advice Only Service is Now LIVE

I’ve listened to what many of you requested and I’m happy to say the new monthly subscriptions are ready to roll out! Over the past year and a half, I’ve coached many individuals and couples, helping them fast track their retiring early plan. I’ve worked people in...
The DIAL System Now Has Its Own Home

The DIAL System Now Has Its Own Home

BIG NEWS! The DIAL into Retirement System now has its own home at DialIntoRetirement.com ! If you’ve been following along in the past you may likely know that DIAL stands for Debt, Income, Assets and Lifestyle and it’s the super simple system I created a few...
Are You Awake?

Are You Awake?

Take your life off autopilot and start living the life you want to live. What’s it going to take to get you to wake up? How many excuses and obstacles are you going to put in front of yourself to delay the freedom you really want? There are signs all around us...
Self-Directed IRA’s: How to buy real estate with your IRA

Self-Directed IRA’s: How to buy real estate with your IRA

Self-Directed IRA’s are a bit of an enigma because financial advisors rarely speak of them (they don’t get paid on them and most advisors can’t do them) so unless you specifically go searching for them, chances are you might not be familiar with them. A self-directed...
How much Money is Enough for Retirement?

How much Money is Enough for Retirement?

How much money is enough for you to retire? Is it $250,000, $500,000, $1,000,000, $2,000,000 or perhaps more? How much money will you need to retire early? If you listen to the personal finance entertainers on TV, you might need as much as $6,000,000 to retire early....