Introductory Financial Videos

Private Reserve Strategy

Introducing the
Personal Economic Model

4 Toughest Financial Questions

Opportunity Cost

Retirement Ready or Not:
Will You Have Enough?

Average Cost of College
Requires Planning

Qualified Plans Do Two Things

Qualified Plans:
The Questions You Should Ask

Spender Saver Wealth Creator

The LUCK Factor

Transfer of Your Wealth

The Income Game

YOU FINANCE EVERYTHING
YOU BUY

Four Toughest Financial Questions (Whiteboard)