Retirement Planning

Your Best Defense Is An Informed Mind

Neither Wall Street, nor the government wants an informed public. Your best defense is an informed mind. “An Investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are… (Read more)

The Pirates of Manhattan

David is joined by Barry Dyke author of The Pirates of Manhattan. From the back of the book: Get behind the scenes of modern finance and discover the people and financial institutions which control your financial life. Learn why finance… (Read more)

Proven Business Systems

This week, Val Wheeler joins David in the studio. Does your business have a plan to spend the same dollar over and over and over? Does your business have guaranteed access to money to expand your business? Do you have a plan… (Read more)

Mortgage Planning, what is it?

The fact is, Americans devote the largest portion of their incomes to housing. Consequently, how you handle the financing of your home will have far-reaching implications on virtually every area of your financial life, including your ability to save, pay… (Read more)

Borrow Smart, Retire Rich

This is a must hear interview with Todd Ballenger, author of Borrow Smart, Retire Rich, A 7-Step process to managing the wealth in your home. About Todd Todd began a financial planning practice in Chapel Hill, NC. over the past… (Read more)

Three Types Of Money: Lifestyle, Accumulated and Transferred

Financially, we assume things to be true that are not, simply because others told us they were true. David talks about really BAD advice that he recently heard on a nationally syndicated radio show who featured a “financial expert”. “It’s… (Read more)

Confessions of a CPA

Get the book that will change your view on finances forever. Enjoy learning eight commonly held financial truths that are generally accepted as hallmarks of a sound financial plan and then listen to Bryan Bloom on the David Lukas Show.