Well, hi everyone and welcome to another wealthy and wise Wednesday, I am really glad you can join me today and I think our conversations will be a little eye opening and maybe interesting. Because I wanted to start off by asking you this questions, what do you ultimately want your money or your investment…
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Well, hi everyone, welcome to another wealthy and wise Wednesday, glad you can join me today. As the summer draws to a close, kids back to school, hope your world going okay for you? And if you do have those youngster, I hope they are enjoying school? Because you know school is just an interesting…
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Hi everyone and welcome to another wealthy and wise Wednesday. Well, as promised from our last episode, we are going to talk about indexes and what an index is and why you might want to pay attention every once in a while to what is going on in the index. So what is an index?…
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Warren Buffet says that diversifcation is for the ignorant. Pretty strong words, right? In this episode, we talk about diversification and why so many advisors push it. Hi everyone and welcome to another wealthy and wise Wednesday and I hope your week is going great for you and let’s see just a couple of more…
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Hi everyone, here we are again with another wealthy and wise Wednesday, thanks for joining me whether you are on video or podcast, want to welcome you all. You know I am kind of a water ski fanatic, I try to go at least two or three times a week and I ski the course,…
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Retirement plan distubtions are all about TAX MANAGEMENT! When you take money from your retirement plans, make sure you do it when it’s at your best tax advantage.

Finacial advisors are never taught how Warren Buffet created Billions of dollars in wealth with a very simple forumla to follow. He’s arguably the best investor, ever, yet advisors have no idea how he got there, let alone teach it to their clients.

Let’s stipulate that most credit card uses are TROUBLE! If you are buying something with a credit card, thinking it’s going to be easier to pay for it later – you are kidding yourself! It’s harder! However, there are ways to use credit cards wisely. Let’s talk about it!

Early on in my career, I ran into this family that had one of the worst debt disasters I’d ever seen! 30 years later it still is a top ten worst financial situations I’ve seen.  What can we learn from their mistakes?

Active investing and passive investing each have its strong suit. What is best for you and how do you adjust your investing philosophy to maximize your wealth? Hello everyone and happy fourth of July to you, you know aren’t you glad we are living in a country that is free or we can have opportunities, really…
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