From Investing to Planning Your Perfect Wine & Travel Retirement Lifestyle, Each Video has What You Need to Know to Retire Faster, Better, Happier!

Invest

Here's the Inside Strategies to Invest for a Wine & Travel Lifestyle.

Plan

Here's how to Design Your Financial Blueprint for the Wine & Travel Lifestyle You Crave.

Career Transitions

Changing careers? Retiring? Here's what you need at a crucial time for Your Wine & Travel future.


Career Transitions - The Best Time to Set Yourself Up for a Wine & Travel Life in Retirement

IF YOU'RE WITHIN 10 YEARS OR RETIREMENT, RETIRING SOON OR RECENTLY RETIRED AND FACED WITH A CAREER TRANSTION - THIS SECTION IS A MUST!

This Webinar Is Perfect for You if You're Going through an Employment Change and Want to Set Yourself Up for a Perfect Retirement.

Changing jobs can be scary! Further, done incorrectly it can be very costly. This webinar will give you the inside knowledge to make sure you're on the right path.

  • What to do about Healthcare
  • Should I rollover my 401k, 403b or Pension
  • How and when to negotiate to maximize your severance pay.
  • What to do with corporate options, and special incentive pay.
  • and much, much more!

For more than 10 years I've spoke to thousands of people going through a career transtion. Thier biggest fear - destorying thier retirement and not being able to replace the income they have now. I've helped many Fortune 1000 employees work through every aspect of a career transition to set them on a path for total financial freedom and have put the best ideas and answers into this series.

This video series will answer every question you need to know to be on the right track for retirement and is a must if you're within 10 years of retirement, retiring soon or just recetly retired.

Go To The Video Series Here

Planning the Ultimate Wine & Travel Retirement Lifestyle

IF YOU'RE WITHIN 10 YEARS OR RETIREMENT, RETIRING SOON OR RECENTLY RETIRED - THIS SECTION IS A MUST!

This Video Series Is Perfect for You Want to Know How to Set Yourself Up for a Perfect Wine & Travel Retirement

You've saved for 30 to 40 years and now you're ready to get Social Security and Retire - What could go Wrong?

Unfortunately - a lot!

  • How to avoid all the unnecessary Social Security Taxes, fees and penalties
  • The proper way to cooridinate 401k, Pensions and Social Security to Maximize Your Income.
  • The Truth about when Annuities make sense, and when they don't!
  • How to avoid Mistakes with Medicare that can stick with you for the rest of your life.
  • How to set up your estate so your beneficiaries get it, and not Uncle Sam!

For more than 10 years I've spoke to thousands of people planning for retirement. Thier biggest fear - running out of money. I've helped many Fortune 1000 employees work through every aspect of retirement to help set them on a path for total financial freedom and have put the best ideas and answers into this series.

This video series will answer every question you need to know to be on the right track for retirement and is a must if you're within 10 years of retirement, retiring soon or just recetly retired.


Investing: How to Design Your Portfolio for Your Perfect Wine and Travel Lifestyle!

IF YOU'RE NOT 100% SURE ABOUT HOW YOUR INVESTED FOR RETIREMENT - THIS SECTION IS A MUST!

This is the Absolutely Critical Information You Need to Know to Invest Succesfully for Retirement

Unfortunately, very few people know anything about their investments for retirement. This can lead to portfolios that are way to risky, or not properly designed to maximize the income and growth you need to have a comfortable retirement. In this series I'll show you:

  • What you need to know about safe and unsafe stocks, ETF's, mutual funds, bonds, annuities, CD's and many other investments.
  • How to properly invest in stocks, real estate, bonds and other investments for income and growth.
  • What's different about strategies from investing legends, Warren Buffet, Jack Bogle, William O'Neil and other market wizards you may have neaver heard of and which strategy is right for you.
  • Learn how to build stock portfolios based on long term investing, position trading, swing trading and other strategies.
  • and much, much more!

For more than 20 years I've set up investment strategies for clients for retirement Thier biggest fear - destorying thier retirement and not being able to replace the income they have now. I've helped many Fortune 1000 employees work through every aspect of investing for total financial freedom and have put the best ideas and answers into this series.

This video series will answer every question you need to know to be on the right track for retirement and is a must if you're within 10 years of retirement, retiring soon or just recetly retired.

Our Video Series

For more than 25 years, I've been involved with Financial Services. Over that time I've learned what works, what doesn't and what is BS.

I put this series together to help you know what you need to understand to make sure you're advsor is on the right track, that you're making the right moves and you have insight into what you really need to know in order to have the most successful retirement - and wine and travel lifestyle, possible.

Cheers!