Retirement Planning

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.