Videos & Webinars

Our Library of
Videos & Webinars

We’re committed to informing our clients and audience about the economy, markets, personal finance and ideas to work toward and maintain financial independence.

Upcoming Webinar — May 9, 2023 @ 7PM MST



Bend But Don’t Break – The False Choice of All In or All Out

Geopolitical realignment, stagflation, censorship & Central Bank Digital Currencies are concerning but distracting. History shows markets turn upward suddenly. If you've bailed from the markets you'll miss out. Learn about investment strategies in dividend stocks, commodities, real estate, infrastructure and precious metals to protect capital in the short term and take advantage of the recovery.

Tax Smart Investing for Professional & Business Owners Over 50

Learn to legally reduce corporate tax, save 50% more for retirement, cut tax on the sales of your business and reduce portfolio risk for capital set aside for passive investments inside or outside your business.

3 Practical Solutions for Investors Over the Age 50

We discuss addressing a critical problem faced by investors and their families: How to generate investment returns sufficient to meet you Life Goals without risking damage to your portflio like we saw in the 2008/2009 Financial Crisis.

Straight Talk: Why Do You Save & Invest?

Straight Talk: What are the 15 most important years for Investors, and why?

Straight Talk: What are the most financially destructive behaviours for Investors to avoid?

Straight Talk: What are the wisest financial behaviours for Investors over 50 to adopt?

Straight Talk: What are the biggest challenges facing DIY Investors over 50?

Straight Talk: How should mature Investors deal with the frustrations of working with their current Financial Advisor?

Straight Talk: What is the most precious commodity for Investors over 50?

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