Financial Advisor/Planner

#41 – Why Is It So Hard To Retire?

#41 – Why Is It So Hard To Retire?

If you’ve read any of my writings, you know I come down hard on conventional investing wisdom as inferior at best and a downright failure for most people at worst. But before I continue my rant on this flawed philosophy, I need to discuss two of its popular...
#37 – Cash Value Life Insurance – Part 2

#37 – Cash Value Life Insurance – Part 2

This blog is part two of a two-part series on how to use cash value life insurance to supercharge your investments, regardless of whether you invest in conventional investments or alternatives. I believe this product should be the foundation of your investing. Rod...
#37 – Cash Value Life Insurance – Part 2

#36 – Cash Value Life Insurance – Part 1

This blog is part one of a two-part series on how to use cash value life insurance to supercharge your investments, regardless of whether you invest in conventional investments or alternatives. I believe this product should be the foundation of your investing. Rod...
#24 – The Stock Market Is Not Your Economy!

#24 – The Stock Market Is Not Your Economy!

Today’s topic is The Stock Market Is Not Your Economy! If you go back to January 2, 2020, before COVID-19 was even part of our vocabulary, the Dow Jones Industrial Average (Dow) was at 28,868 and had been on a steady climb for a number of years.  If you watched any...
#15 – ALIGNMENT WITHIN YOUR INVESTMENTS

#15 – ALIGNMENT WITHIN YOUR INVESTMENTS

Today’s topic is Alignment Within Your Investments. Depending on the type of investing you do, other people may be involved. These “other” people might be a conventional investment advisor or financial planner; a syndicator; or a turn-key, single-family...

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