I have created videos and placed them on various pages around my website. This page combines them all in one place. The top video provides information about me while the rest are educational in nature. If there is a particular topic you would like me to consider (for a video or research article), then please reach out and let me know.
About Me & Financial Professionals
Investment & Financial Planning Education
Can you imagine a plan for retirement income you could understand and implement with ease? With total costs of just 0.10% per year? A 30% reduction in investment-related taxes? I first highlight two primary approaches used to generate retirement income and then describe how my hybrid approach can achieve these benefits.