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Be Wealthy & Smart

Mar 31, 2016

Learn why you should have a will, what will happen to your assets if you don’t have a will, the government’s plan for your assets, what happens with joint bank accounts that you may not want to happen. We discuss real cases that have caused problems and the most common issues amongst families inheriting money. If...

Mar 23, 2016

Learn about "Money". How it grows, compounds and builds wealth. The 6 Steps to Wealth. How debt figures into wealth building. Why you MUST invest to become wealthy.

Mar 17, 2016

Learn the pros and cons of paying off your mortgage, why opportunity cost matters and the one reason you might consider all the facts and choose a different course of action.

Mar 15, 2016

Learn the 3 ways to evaluate ETF's vs. Mutual Funds, why the 80/20 rule is important and the most important thing when choosing an investment.

Mar 3, 2016

Learn what to do, what not to do and one example of wealth building that required little money in an individual stock