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Teach Kids About Money With “Intentional Wealth”

Watch this video on YouTube When it comes to children and money, it’s my experience that parents from a variety of backgrounds and income levels want the same thing: for their kids to be successful and happy. While families might have different definitions of...

First Asset Protection Strategy: Overcome Your Own Beliefs

Watch this video on YouTube Besides helping you build wealth, your financial planner should also offer ways to help you protect it. Yet one aspect of comprehensive financial planning that doesn’t always get a lot of attention is asset protection. The most common...

Rick’s Interview on Bloomberg TV India

Rick recently had the opportunity to travel to India to give a presentation to financial planners in Mumbai. While there, he was interviewed by Bloomberg TV India. You can see the interview here.

With Low Interest Rates, Consider Mortgage Refinancing

Watch this video on YouTube Five years ago the government was injecting trillions of dollars into the US economy. Conventional wisdom suggested that rising interest rates were soon to follow. Some even predicted the collapse of the dollar and hyper-inflation. Instead,...

For Career Success, Find Company Culture That Fits

Watch this video on YouTube Do financial and personal success go hand in hand with doing work that you love? While I can’t cite research to prove it, there’s plenty of anecdotal evidence that this may be true. Warren Buffet, for example, claims he...