~ Helpful Videos ~

Defining Moments 1p1 "Banks & the Velocity of Money"

Velocity of money...an economics term. How does it apply to you? Have you ever wondered why some of the tallest buildings in virtually every city are banks? What do they make? Where does their wealth come from? Banks don't really produce anything. What if you could do with your money what they do with theirs?

Defining Moments 1p2 "Banks & your mortgage payments"

Are you one of the many people who believes that making extra payments on your mortgage is a good idea? How about another school of thought? Watch the Financial Caffeine Video and find out why you might want to rethink your thought process!

Defining Moments 1p3 "Inflation and your Mortgage."

As a consumer, do you understand the consequences of inflation and how it affects the value of your money - now and in the future? Watch the Financial Caffeine Video to learn more.

Defining Moments 2p1 "Taxes & your qualified plans." 

What if this is the lowest tax bracket you will ever be in? Lower than in retirement? The Nation's deficit and debt have guaranteed that taxes will continue to rise. What does this mean for your Qualifed Plans, i.e., 401k, 403b, etc., when you reach retirement age?

Defining Moments 2p2 "Baby Boomers, taxes & your money" 

“Have you ever considered how “demographics” can affect you…today and in the future?  Learn how the Baby Boomer generation will impact each of us, regardless of your current age.  Understanding the effects of 10,000 people a day turning 65 for a total of 19 years is vital to financial planning and why a different approach is so imperative to financial success.  Knowledge isn’t power.  Applied knowledge is power.”

Defining Moments 2p3 "Inflation, taxes & Wall Street" 

When Defining Moment #1 and #2 are combined together they confront head on some of the traditional thinking that has been branded into all of us.

Life Insurance

How life insurance can be used to create a 

personal banking system.

Living Benefits

Using life insurance to create wealth. Learn the

living benefits of life insurance. 

Living Benefits

Using life insurance to create wealth. Learn the

living benefits of life insurance. 

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Boardman Office: 

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