エピソード

  • Real Risks, Real Solutions, Real World

    Real Risks, Real Solutions, Real World
    2021/07/13

    Hear Archie and Edith's story of how they obtained a "private pension" and preserved their American Dream lifestyle, RV and all! 
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    13 分
  • Introducing the "1% Solution"

    Introducing the "1% Solution"
    2021/07/06

    The top 1% get a lot of flak... but you'll love this "1% solution." Plus: Learn the secrets Dan uncovered during his 10 hours within a private bank's inner sanctum. 
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    11 分
  • Beware of Financial Icebergs

    Beware of Financial Icebergs
    2021/06/29

    Learn to identify the 4 "Retirement Icebergs" that can sink your retirement voyage. Plus: hear a story of how Dan saved a client from a watery demise. 
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    12 分
  • You've Got to Have a Plan

    You've Got to Have a Plan
    2021/06/22

    Ben Franklin said that "By failing to prepare, you are preparing to fail." What are the 5 DIY steps to plan a great retirement? Learn by listening to this episode! 
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    10 分
  • These "Booooring!" Concepts Can Grow Your Money—or Destroy It

    These "Booooring!" Concepts Can Grow Your Money—or Destroy It
    2021/06/15

    "Sequence of returns" might sound like a snooze, but failing to prepare for it can ravage your portfolio. The "3 Behaviors of Money" idea reveals that money acts differently depending on market conditions and your stage of life. Don't discount these "Booooring!" concepts! 
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    12 分
  • Life Lessons Learned, Wisdom Earned

    Life Lessons Learned, Wisdom Earned
    2021/06/08

    Meet a young hotshot who thought he everything he touched would turn to gold...until Black Monday. 
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    12 分