Beware of Financial Icebergs

Real Risks, Real Solutions, Real World

Hear Archie and Edith's story of how they obtained a "private pension" and preserved their American Dream lifestyle, RV and all!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

Introducing the "1% Solution"

The top 1% get a lot of flak... but you'll love this "1% solution." Plus: Learn the secrets Dan uncovered during his 10 hours within a private bank's inner sanctum.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

Beware of Financial Icebergs

Learn to identify the 4 "Retirement Icebergs" that can sink your retirement voyage. Plus: hear a story of how Dan saved a client from a watery demise.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

You've Got to Have a Plan

Ben Franklin said that "By failing to prepare, you are preparing to fail." What are the 5 DIY steps to plan a great retirement? Learn by listening to this episode!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

These "Booooring!" Concepts Can Grow Your Money—or Destroy It

"Sequence of returns" might sound like a snooze, but failing to prepare for it can ravage your portfolio. The "3 Behaviors of Money" idea reveals that money acts differently depending on market conditions and your stage of life. Don't discount these "Booooring!" concepts!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.