Wealth Transferes

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)

Changing The Way You Think About Your Money

David continues to talk about the three types of money and major wealth transfers. Most in the financial industry focus on accumulated money. Specifically, to increase one’s accumulated money, the focus is usually on finding better investments that pay a higher rate of… (Read more)

The Two Largest Wealth Transfers: Mortgages and Taxes

David continues talking about the three types of money. Specifically, this week he focuses on two types of transferred money: Mortgages and Taxes. Your mortgage, or more specifically how you manage your mortgage can contribute to a major wealth transfer. If you… (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)