I have recently negotiated an interesting new opportunity that not only seems to play to some of my strengths but also gives me a rather unexpected brush with pop culture. After what I am told was a rather exhaustive nationwide search, The British Broadcasting...
CLICK HERE TO LISTEN TO RICK’S WEEKLY COLUMN: Download 022106_are_you_a_client_or_a_customer.mp3 Take this simple test: What is the difference between a financial planner and a broker who works for a major financial institution? If you answered, “Nothing,” you...
For more than 10 years Joanne and Gary have relied on Rick to keep the cash flow available so they can travel extensively and maintain their lifestyle in the beautiful Black Hills. Here is Joanne’s description of their most recent travels. We realize daily that...
A few months ago I signed a one-year contract with a consultant to provide a certain professional service to my office. This man had been recommended by a couple of colleagues, and my impression of him was favorable when I interviewed him by phone. As we worked with...
You may remember Richard Hatch, the first million-dollar winner of CBS’s Survivor. Well, so does the IRS. I was watching "Good Morning America" recently and came across their story discussing Mr. Hatch’s run-in with the IRS. Apparently, Hatch didn’t...
