Broker Check

Educational Videos

4 Toughest Financial Questions

4 Toughest Financial Questions

Learn more
Introducing the Personal Economic Model

Introducing the Personal Economic Model

Learn more
Club Vs. Swing

Club Vs. Swing

Learn more
Opportunity Cost

Opportunity Cost

Learn more
Qualified Plans Do 2 Things

Qualified Plans Do 2 Things

Learn more
Qualified Plans Do 2 Things New

Qualified Plans Do 2 Things New

Learn more
Qualified Plans The Questions You Should Ask

Qualified Plans The Questions You Should Ask

Learn more
Spender Saver Wealth Creator

Spender Saver Wealth Creator

Learn more
The LUCK Factor

The LUCK Factor

Learn more
Personal Economic Model

Personal Economic Model

Learn more
The Personal Economic Model®

The Personal Economic Model®

Learn more
How Debt Influences Financial Balance

How Debt Influences Financial Balance

Learn more
Private Reserve Strategy

Private Reserve Strategy

Learn more
Borrowing For Unexpected Expenses

Borrowing For Unexpected Expenses

Learn more
Debt and vehicle purchases

Debt and vehicle purchases

Learn more
The truth about home loans

The truth about home loans

Learn more
Qualified Plans

Qualified Plans

Learn more
Why pursue financial balance

Why pursue financial balance

Learn more
The zero line

The zero line

Learn more
Spender, saver, wealth creator

Spender, saver, wealth creator

Learn more
Pitfalls of the Spender

Pitfalls of the Spender

Learn more
Pitfalls of the Saver

Pitfalls of the Saver

Learn more
Your Bank

Your Bank

Learn more
Habits of the Wealth Creator

Habits of the Wealth Creator

Learn more
The Private Reserve Strategy®

The Private Reserve Strategy®

Learn more
The Case For Financial Efficiency

The Case For Financial Efficiency

Learn more
Your earnings have value

Your earnings have value

Learn more
Wealth and Income Potential

Wealth and Income Potential

Learn more
Wealth Potential vs Taxes

Wealth Potential vs Taxes

Learn more
Wealth Potential vs Lifestyle Spending

Wealth Potential vs Lifestyle Spending

Learn more
Wealth potential vs debt

Wealth potential vs debt

Learn more
A balanced approach to personal finance

A balanced approach to personal finance

Learn more
Opportunity cost explained

Opportunity cost explained

Learn more
The True Cost of a 75k Purchase

The True Cost of a 75k Purchase

Learn more
The True Cost of a 50k Purchase

The True Cost of a 50k Purchase

Learn more
The True Cost of a 30k Purchase

The True Cost of a 30k Purchase

Learn more
Balancing the Personal Economic Model®

Balancing the Personal Economic Model®

Learn more
Implementing financial balance

Implementing financial balance

Learn more
Exploring a Hypothetical

Exploring a Hypothetical

Learn more
10 Minute Lesson on Life Insurance

10 Minute Lesson on Life Insurance

Learn more
10 Minute Lesson on Life Insurance Full Tutorial

10 Minute Lesson on Life Insurance Full Tutorial

Learn more
10 Minute Lesson Original Lesson

10 Minute Lesson Original Lesson

Learn more
Circle of Wealth®

Circle of Wealth®

Learn more
College Funding

College Funding

Learn more
Mortgages

Mortgages

Learn more
Private Reserve Strategy

Private Reserve Strategy

Learn more
Qualified Plans

Qualified Plans

Learn more
Retirement Are You Ready

Retirement Are You Ready

Learn more
Your Bank

Your Bank

Learn more
VVCF-03-StickerPrice

VVCF-03-StickerPrice

Learn more
VVCF-04-ThelmportanceOfPlanning

VVCF-04-ThelmportanceOfPlanning

Learn more
VVCF-05-PrivateOrPublic

VVCF-05-PrivateOrPublic

Learn more
VVCF-06-TheUnrecognised CostOfCollege

VVCF-06-TheUnrecognised CostOfCollege

Learn more
VVCF-09-TiminglsEverything

VVCF-09-TiminglsEverything

Learn more
VVCF-11-Some Non Traditional College PlanningSolution

VVCF-11-Some Non Traditional College PlanningSolution

Learn more
VVCF-12-OneYearDegree

VVCF-12-OneYearDegree

Learn more
VVCF-13-Most Expensive Year

VVCF-13-Most Expensive Year

Learn more
VVCF-14-HowTo EatAnElephant

VVCF-14-HowTo EatAnElephant

Learn more
VVCF-15-How MuchIsTooMuch

VVCF-15-How MuchIsTooMuch

Learn more
VVCF-16-Importance OfStayingConnected

VVCF-16-Importance OfStayingConnected

Learn more
VVCF-17-4000Colleges

VVCF-17-4000Colleges

Learn more
VVCF-18-CollegeThenCareer

VVCF-18-CollegeThenCareer

Learn more
VVCOW-01-YourCircleOfWealth

VVCOW-01-YourCircleOfWealth

Learn more
VVCOW-02-Retirement ReadyOrNot

VVCOW-02-Retirement ReadyOrNot

Learn more
VVCOW-07-DrivingYourFuture

VVCOW-07-DrivingYourFuture

Learn more
VVCOW-09-Maximize YourDeductions

VVCOW-09-Maximize YourDeductions

Learn more
VVCOW-10-YouMayNotBeSavingTaxes

VVCOW-10-YouMayNotBeSavingTaxes

Learn more
VVCOW-11-AvoidingTheLosses

VVCOW-11-AvoidingTheLosses

Learn more
VVCOW-12-StandingInTheTaxLine

VVCOW-12-StandingInTheTaxLine

Learn more
VVCOW-14-EverythingYouKnowYouThinkIsTrue

VVCOW-14-EverythingYouKnowYouThinkIsTrue

Learn more
VVCOW-15-CalculatingYourIncomeAndWealthPotential

VVCOW-15-CalculatingYourIncomeAndWealthPotential

Learn more
VVCOW-16-InterestYouEarnVsInterestYouLose

VVCOW-16-InterestYouEarnVsInterestYouLose

Learn more
VVCOW-17-TheCostOfProcrastination

VVCOW-17-TheCostOfProcrastination

Learn more
VVCOW-19-Mortgages True or False

VVCOW-19-Mortgages True or False

Learn more
VVGOLF-02-Practice Who HasTime

VVGOLF-02-Practice Who HasTime

Learn more
VVGOLF-03-Drive ForShowAnd PuttForDough

VVGOLF-03-Drive ForShowAnd PuttForDough

Learn more
VVGOLF-04-RiskAndReward

VVGOLF-04-RiskAndReward

Learn more
VVGOLF-05-AvoidingTheHazards

VVGOLF-05-AvoidingTheHazards

Learn more
VVGOLF-06-CartOrCaddie

VVGOLF-06-CartOrCaddie

Learn more
VVGOLF-07-YourFavoriteClub

VVGOLF-07-YourFavoriteClub

Learn more
VVGOLF-08-TheClubVsTheSwing

VVGOLF-08-TheClubVsTheSwing

Learn more
VVGOLF-09-Dont ForgetYourShortGame

VVGOLF-09-Dont ForgetYourShortGame

Learn more
VVGOLF-10-PlayFromTheRightSetOfTees

VVGOLF-10-PlayFromTheRightSetOfTees

Learn more
VVGOLF-11-ImprovingYourShortGame

VVGOLF-11-ImprovingYourShortGame

Learn more
VVGOLF-13-BlackBlueWhiteOrGold

VVGOLF-13-BlackBlueWhiteOrGold

Learn more
VVGOLF-14-Course Management

VVGOLF-14-Course Management

Learn more
VVGOLF-15-HookOrSliceFadeOrDraw

VVGOLF-15-HookOrSliceFadeOrDraw

Learn more
VVGOLF-16-FairWeatherGolfer

VVGOLF-16-FairWeatherGolfer

Learn more
VVGOLF-17-NewGrips

VVGOLF-17-NewGrips

Learn more
VVPEM-01-DidYouKnow

VVPEM-01-DidYouKnow

Learn more
VVPEM-02-Human Nature_

VVPEM-02-Human Nature_

Learn more
VVPEM-03-RecoupVsRecover_

VVPEM-03-RecoupVsRecover_

Learn more
VVPEM-04-BeforeYouBuy__

VVPEM-04-BeforeYouBuy__

Learn more
VVPEM-05-PayCashOrFinance_

VVPEM-05-PayCashOrFinance_

Learn more
VVPEM-06-WarBetweenCurrentAndFuture_

VVPEM-06-WarBetweenCurrentAndFuture_

Learn more
VVPEM-07-FinancialWarningSigns__

VVPEM-07-FinancialWarningSigns__

Learn more
VVPEM-08-Three DifferentStrategies_

VVPEM-08-Three DifferentStrategies_

Learn more
VVPEM-09-ZeroFinancialLine_

VVPEM-09-ZeroFinancialLine_

Learn more
VVPEM-10-Problems With ConsumerDebt

VVPEM-10-Problems With ConsumerDebt

Learn more
VVPEM-11-Problems With PayingCash_

VVPEM-11-Problems With PayingCash_

Learn more
VVPEM-12-CollateralCapacity_

VVPEM-12-CollateralCapacity_

Learn more
VVPEM-13 Toughest Financial Questions

VVPEM-13 Toughest Financial Questions

Learn more
VVPEM-14 Balanced Financial Approach

VVPEM-14 Balanced Financial Approach

Learn more
VVPEM-15-YourIncomeAndWealthPotential

VVPEM-15-YourIncomeAndWealthPotential

Learn more
VVPEM-16 Human Life Value

VVPEM-16 Human Life Value

Learn more
VVPEM-17 The Tax Filter

VVPEM-17 The Tax Filter

Learn more
VVPEM-18 Lifestyle Regulator

VVPEM-18 Lifestyle Regulator

Learn more
VVPEM-19 Major Capital Purchases

VVPEM-19 Major Capital Purchases

Learn more
VVPEM-20-Qualified PlanContributions_

VVPEM-20-Qualified PlanContributions_

Learn more
VWWW-01-MoneyMatrix

VWWW-01-MoneyMatrix

Learn more
VVWW-02-TransfersOfWealth

VVWW-02-TransfersOfWealth

Learn more
vvww-04-An UneasyAwareness

vvww-04-An UneasyAwareness

Learn more
vvww-06-The DefiningMoment

vvww-06-The DefiningMoment

Learn more
VVWW-07-TheBusinessOfLearning

VVWW-07-TheBusinessOfLearning

Learn more
VVWW-08-OwningAHome

VVWW-08-OwningAHome

Learn more
VVWW-09-Taxes

VVWW-09-Taxes

Learn more
vvww-10-TheFamilyLegacy

vvww-10-TheFamilyLegacy

Learn more
vvWW-11-MisguidedWisdom

vvWW-11-MisguidedWisdom

Learn more
VVWW-14-TheCharitable Legacy

VVWW-14-TheCharitable Legacy

Learn more