Posts Tagged ‘Financial planning’

Worry Free Living TV: 5 Keys to Financial Success So You Can Live Worry Free

Tuesday, July 26th, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· 5 Keys to Financial Success so you can Live Worry Free. Lesson’s I’ve learned from our most successful clients over 25+ years.


· Question of the Week – Can you still collect Social Security if you live in another country???


· Story of the Week – One of my personal favorites - Snorkeling in Tahiti! The trip of a lifetime.


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: Discover Why The US Debt Ceiling ‘Crisis’ Isn’t As Bad As You Think

Tuesday, July 19th, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· Why the debt crisis isn’t as bad as you might think. And what you need to do to make sure you’ve got you’re a$$ets covered.


· Question of the Week - Just Say NO To This “Too Good To Be True” Investment.


· Story of the Week - A “Ladies Only” hiking and camping trip to Big Bend National Park!


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV – Revealed: An Insider’s Secret To Beating The Market

Tuesday, July 12th, 2011

What All The ‘Guru’s’ Hope You Never Find Out


A new edition of Worry Free Living TV™ is now available – Click Here now.


In this edition:


· Ever get a mailing or see a commercial from some ‘Guru’ claiming to beat the market. Discover the trick they use (including Jim Cramer) to mislead you.


· Question of the Week - When do you need to file a gift tax return.


· Story of the Week - Every day is a vacation…at the Beach. A great example of how the simple things in life often bring the most Joy and Satisfaction!


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: Here Are 3 Risks (In Addition To A Bad Investment) That Could Wipe You Out

Wednesday, July 6th, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· 3 kinds of risk most people forget about…have you? Ignoring them could change your life forever. Not in a good way either!


· Question of the Week - Why you need to look at your investments like an employee


· Story of the Week - A Sneak preview of our July newsletter photos…In Color


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: 3 Tips For Overcoming Low Interest On Money Market and Bank Accounts

Tuesday, June 28th, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· Here are 3 tips to help you fight back against low or no interest on your Money Market and Bank accounts.


· Question of the Week - My son can’t make his mortgage payment this month. Should I help him out? In today’s economy, we’re getting more and more questions like this. So, what should you do if a family member or friend asks you for help?

Hint: “Helping out” could cause even greater harm and bigger problems in the future. Find out why


· Story of the Week - Why Can’t GrandKids Come First?


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: 3 Questions To Make Sure You’re On Target For A Worry Free Retirement

Tuesday, June 21st, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· Here are 3 questions to ask yourself to make sure reach and keep a Worry Free Retirement.


· Question of the Week - How do Financial Advisors really get paid/make money. A recent survey says 63% have no ideaOnly 13% have the kind of relationship that 92% say they want with their advisor. What 82% were shocked to discover about the actual relationship with their advisor


· Story of the Week - Some really cool photos of the Space Shuttle from a couple of clients ‘close’ to the program!


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: 5 Steps To A Better Life…Tell Me If You Agree…Or Not

Tuesday, June 14th, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· Want to Live a Better Life? Here are 5 easy steps. Did I miss anything?


· Question of the Week – What’s the best way to save and invest for retirement fresh out of college? The answer may surprise you. Make sure you share this withyourfavorite college graduate (or student).


· Story of the Week - An African Safari!


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: You Know The 4 Money Myths That Will Cost You Big Money

Tuesday, June 7th, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· Do you know why dollar cost averaging, picking a good investment and most of the popular mutual funds will cost you BIG money?


· Question of the Week – What’s the difference between a 401k and 403b retirement plan? What investment you should NEVER have in your 401k or 403b retirement plan?


· Story of the Week – A 50th Wedding Anniversary…in Russia!


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: Children Miss Out On Intended Inheritance… Are You Making This Innocent Mistake

Wednesday, June 1st, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· Discover how children named as beneficiaries of a 401k got Dis-Inherited! Make sure this doesn’t happen to your family


· Question of the Week – Some ideas on how to train children/grandchildren to handle money responsibly


· Story of the Week – A new addition to my family…Sam the Duck!


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: Which Market Forecasters Are Right…And Which Ones Are Wrong

Tuesday, May 24th, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· How you can tell which market forecaster is right…and which ones are wrong!!!


· Question of the Week – Can you fund a RothIRA if you make too muchmoney? Yes you can, I’ll show you how!


· Story of the Week – The Trip of A Lifetime…So Far! – The Great Wall of China


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.