Was it a mistake to go away from the gold standard back in 1933? Will it make sense to go back to the gold standard today? What will it take to turn the clock back? How can you protect yourself and your family from a future debacle?

Many of the clients I engage in my practice are normally less than five years away from retirement. Guess what, most of them are not ready for retirement because they have not addressed the most important questions as they enter this new stage in life. Watch this video to learn more...

Just like in mediaval times, having a protection moat around your assets is paramount for personal and family success. Listen to this podcast show to learn more...

The movie Wall Street and the character of Gordon Gekko can teach some important lessons about the financial markets in the U.S. Moreover, these lessons should be applied to your personal retirement assets...

7702 plans are the most flexible and versatile products in the financial services industry. When used properly, it can bring a tremendous economic value to you and your family. Listen to this podcast to learn more...

Taxation was the major nemesis of the civil war, followed closely by slavery. This podcast takes you down memory lane to determine what taxes, inflation, and healthcare costs may look like 20 years from now, and how to plan for it...

Financial communication is key to financial understanding. Many times, Americans remain idle because their financial advisors fail to simplify financial concepts for them and for their families. This podcast addresses how I communicate with all my clients...

As you approach the end of the year, it is critical to conduct a tax-planning exercise that may enhance your ability to increase your income benefits in retirement while reducing your tax liabilities...

The Roth conversion rules are convoluted at best, and a number of booby traps may create unintentional liabilities and consequences to Americans wishing to execute a conversion...

What you don't know about Roth will kill you. This podcast addresses some of the tax challenges one of my new clients is having here in Florida...