Resources

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One of the best things about what I do is that I meet clients from all over the country who do many different kinds of work. One such person manages a team of 100+ Financial Educators who have positively impacted thousands of families and individuals with their free services, including mine. Have you ever had anyone check your awareness level of finance? We get health checkups yearly and yet we may let years or decades go by without doing the same thing for our finances. 

As with the wellbeing of our body and mind, the wellbeing of our financial future requires education beyond what we recieved in school or from our families. If you're like me you may not have been taught the tax codes that allow you to grow your savings tax-free or how to set up secure ways to manage your retirement. 

To learn more, join me for a complimentary 30-minute financial education session and let's ask some enlightening questions, such as:

• What is insured money (tier 1 money), and why do wealthy people maintain these kinds of accounts? 
• What is tier 2 money and why is the money I have in my bank account considered tier 2?
• Why are 401k plans so common, come with market risk, have hidden fees, and who is it benefitting from them the most?
• What has more benefits than a 401k?  A Roth?  Stocks? Mutual Funds? Indexed Life Insurance? Annuties? Etc.
• What's the difference between tax-deferred and tax-free growth, and what is tax-free distribution?
• Does 0% floor / 0% risk really exist? 
• At what age can I actaully retire with my current earnings? 
• How does income replacement work?
• How can I properly avoid probate?
• Why should I NOT pay off my mortgage as fast as possible?
• And many more...