How would you describe the importance of family in your life?
I discover what you care about most so you can fulfill your family’s dreams regardless of what happens.
How much control do you have in your life?
I help you take control and empower you to live the life you truly desire.
What unique contribution do you want to give to the world?
I explore how you’re uniquely positioned to make an impact on what matters most to you.
What are dreams you want to fulfill while on this earth?
I confirm the hopes and dreams you have in life and share alternative approaches to achieve them more efficiently.
How important is positivity to your philosophy in life?
I help you recognize the good in what you already have and introduce ways to make it even better.
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Retirement Alpha: How Mortality Credits Improve Retirement Outcomes
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Smart Retirement: Discover the Strategic Movement Around Retirement Taxation®
This book will help you learn:
- How to use tax awareness to increase your net retirement income without adding risk
- Ways to reduce the amount of money you give the IRS during your retirement
- Why rate of return is a half-truth and how you can enhance your net returns by lowering your effective tax cost
- How Warren Buffet continues to grow his wealth through an actuarial concept called float and how you can integrate a similar approach in your personal finances
- The banker’s best math trick and how to stop if from costing you a comfortable retirement
- The three dates that forever changed the face and future of the American retirement system and how to use this knowledge to better protect your money.
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