Location quality matters, and here’s why. Ever wondered what you were thinkin’ of when you got that so-called ‘smokin” deal?
Location Quality — Video
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Category Archives: Purposeful Planning
Socratic Questioning Part 4 — Video
Socratic questioning — Here’s one. What is almost always missing in the average person’s Wall Street investments? This is probably even more applicable with their employer 401Ks.
Socratic Questioning Part 2 — Video
Socratic questioning, well executed, can lead to quick and in depth learning, at a high level. Ever wondered if depreciation can be ‘planned’?
Timing Portfolio Changes — Video
Combining Strategies — Video
Combining strategies as an integral part of your overall retirement plan will yield superior results. Have you ever combined strategies?