Join us for our first long-form episode where we discuss everything you need to know about the Infinite Banking Concept (IBC). We will explore where the IBC fits and where it doesn't fit in the broader context of a retirement plan.

Are you using an old scorecard to build wealth? Or are you using one that fits what you are actually working to build? Today, we’re excited to introduce Eric’s new book, The Wealthy Entrepreneur Scorecard, Seven Steps to Keeping More While Working Less.

We often get the question: how could anyone fall for a Ponzi scheme?!?!? It is actually really easy to do, and a lot of it has to do with a breakdown in Mindset and Strategy. Join us as we walk through some of the things to watch out for and how to protect yourself from the "Sure thing."

Join us as we dive into a conversation we have almost daily with our clients.  We hope to share some perspective on the dreaded mid-life or quarter-life crisis and how to think through it.

Join us as we walk through three types of financial burnout.  We talk through how to spot each type and what to do in order to win and not get stuck.

Challenges in life either make us better or bitter; it is all a matter of choice and perspective.  In this holiday season, we encourage you to be thankful for the times that try you and cause you to grow.

The misleading update on the “4% rule.”

Join us as we walk through some of the key questions to ask when looking at your priorities around money and how to know what is truly important.  

Join us as we tackle the industry's response to helping Gen Z prepare for retirement.

Referenced link:  Gen Z is 'Soft Saving' for Retirement

The important questions to ask and steps to avoid when the "Magnificent 7" are running the show.