To be American is to spend money—right? Unfortunately, for the most part, that statement is correct. In today’s financial environment,…
Did you know that the ever-popular annuity was actually a contract created during Roman times as a safe option to…
This week, David dives into the topic of Qualified Plans. Yes, Americans by en masse blindly participate in 401k’s without…
Guest Blog Post Courtesy of TonyWalkerFinancial.com My Granddad was born in 1912. Twenty years later, he landed his first “real”…
From the time we’re old enough to walk, society teaches us to work hard, think for ourselves and above all else, never succumb to peer-pressure. Yet, as we grow older and less confident in ourselves, we find it easier to simply follow along with what everyone else is doing, a phenomenon known as the Herd Mentality. This phenomenon is most obvious when it comes to our money. Like clueless Cows led to slaughter we give the Financial World our money because that’s what everyone else is doing. The result: we all the sudden wake up to discover that they’ve made more money on our money than we have! If you’re tired of drinking downstream from the rest of the herd, then read this book. Don’t Follow the Herd will give you valuable insight into the Financial World and how to avoid the 7 Costly Mistakes that people make with their money.
risk noun \ˈrisk\ : the possibility that something bad or unpleasant (such as an injury or a loss) will happen : someone or something that may cause something bad or unpleasant to happen Synonyms for risk: endanger, imperil, jeopardize, hazard, gamble, gamble with, chance, put on the line, put in jeopardy. : a situation involving exposure… (Read more)
On Wall Street, it is believed that “he who makes the rules makes the money.” That’s a great mantra, if you happen to be the one cashing in. Unfortunately, as it turns out, most of us aren’t cashing in because we only know the rules, of this ever-changing game, as they’re explained to us. Wall… (Read more)
Listen to June the 14th, 2014 Broadcast
What if you could invest in something that could guarantee income for life like Granddad had? David talks about the fact that till this day, his soon to be 99 year old grandmother, Edna Lukas still receives a check for the last 30 years from Granddad’s (Frank Lukas) retirement, well after granddad passed away. Most… (Read more)
Listen to Say Goodbye To Granddad’s Retirement?
How are you wired for risk? Listen to David speak with Tony Walker, author of Don’t Follow the Herd, The Worry Free Retirement and The Three Personalities of Money, about how listeners, like you, can implement the successful Five Step Process within their own retirement plans. Walker, creator of The WorryFree Retirement®, developed this unique process… (Read more)
Listen to The WorryFree Retirement®
What are the nine most terrifying words in the English Language? I’m from the government and I’m here to help.” -Ronald Reagan During the recent State Of The Union Address, President Obama declared that he would secure a dignified retirement for all Americans with his new “myRA” retirement account. This account will be created by… (Read more)
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