Money Matrix

 

Transfers Of Wealth

 

An Uneasy Awareness

 

Qualified Plans

 

The Defining Moment

 

The Business of Learning

 

Owning a Home

 

Taxes

 

The Family Legacy

 

Misguided Wisdom

 

The Thought Process

 

Insurance

 

The Charitable Legacy

 

4 Toughest Financial Questions

 

Average Cost of College Requires Planning

 

Introducing the Personal Economic Model

 

Opportunity Cost

 

Qualified Plans Do 2 things

 

Qualified Plans Do 2 things NEW

 

Qualified Plans The Questions You Should Ask

 

Registered Plans Do 2 Things

 

Registered Plans The Questions You Should Ask

 

Retirement Ready or Not Will You have Enough to Retire

 

Spender Saver Wealth Creator

 

The Income Game

 

The LUCK Factor

 

Transfer of Your Wealth

 

You Finance Everything You Buy

 
 
 

Unconquered by Debt

 

1.1 The Personal Economic Model®

 

1.2 How Debt Influences Financial Balance

 

1.3 Borrowing For Unexpected Expenses

 

1.4 Debt and vehicle purchases

 

1.5 The truth about home loans

 

2.1 Why pursue financial balance

 

2.2 The zero line

 

2.3 Spender, saver, wealth creator

 

2.4 Pitfalls of the Spender

 

2.5 Pitfalls of the Saver

 

2.6 Habits of the Wealth Creator

 

2.7 The Private Reserve Strategy®

 

3.1 The Case For Financial Efficiency

 

3.2 Your earnings have value

 

3.3 Wealth and Income Potential

 

3.4 Wealth Potential vs Taxes

 

3.5 Wealth Potential vs Lifestyle Spending

 

3.6 Wealth potential vs debt

 

3.7 A balanced approach to personal finance

 

4.1 Opportunity cost explained

 

4.2 The True Cost of a 75k Purchase

 

4.3 The True Cost of a 50k Purchase

 

4.4 The True Cost of a 30k Purchase

 

5.1 Balancing the Personal Economic Model®

 

5.2 Implementing financial balance

 

5.3 Exploring a Hypothetical

 

5.4 Solving the retirement income dilemma, spend less

 

5.5 Solving the retirement income dilemma, working longer

 

5.6 Solving the retirement income dilemma, rate of return

 

5.7 Solving the retirement income dilemma, save more

 
 

10 Minute Lesson on Life Insurance

 

10 Minute Lesson on Life Insurance Full Tutorial

 

10 Minute Lesson Original Lesson

 

Circle of Wealth®

 

Club vs Swing

 

College Funding

 

Mortgages

 

Personal Economic Model®

 

Private Reserve Strategy

 

Qualified Plans

 

Retirement Are You Ready

 

Your Bank

 

VVCF-01-HowWillIPayForCollege

 

VVCF-02-ExpectedFamilyContribution

 

VVCF-03-StickerPrice

 

VVCF-04-TheImportanceOfPlanning

 

VVCF-05-PrivateOrPublic

 

VVCF-06-TheUnrecognisedCostOfCollege

 

VVCF-07-HeadHeartHand

 

VVCF-08-BorrowingForCollege

 

VVCF-09-TimingIsEverything

 

VVCF-10-WillAScholarshipBeTheSolution

 

VVCF-11-SomeNonTraditionalCollegePlanningSolutions

 

VVCF-12-OneYearDegree

 

VVCF-13-MostExpensiveYear

 

VVCF-14-HowToEatAnElephant

 

VVCF-15-HowMuchIsTooMuch

 

VVCF-16-ImportanceOfStayingConnected

 

VVCF-17-4000Colleges

 

VVCF-18-CollegeThenCareer

 
 

VVPEM-01-DidYouKnow

 

VVPEM-02-HumanNature

 

VVPEM-03-RecoupVsRecover

 

VVPEM-04-BeforeYouBuy

 

VVPEM-05-PayCashOrFinance

 

VVPEM-06-WarBetweenCurrentAndFuture

 

VVPEM-07-FinancialWarningSigns

 

VVPEM-08-ThreeDifferentStrategies

 

VVPEM-09-ZeroFinancialLine

 

VVPEM-10-ProblemsWithConsumerDebt

 

VVPEM-11-ProblemsWithPayingCash

 

VVPEM-12-CollateralCapacity

 

VVPEM-13 Toughest Financial Questions

 

VVPEM-14 Balanced Financial Approach

 

VVPEM-15-YourIncomeAndWealthPotential

 

VVPEM-16 Human Life Value

 

VVPEM-17 The Tax Filter

 

VVPEM-18 Lifestyle Regulator

 

VVPEM-19 Major Capital Purchases

 

VVPEM-20-QualifiedPlanContributions