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.

Stocks You Can Tolerate

Learn about strategies to design and manage the stocks in your portfolio that generate solid rates of return while minimizing portfolio volatility.

Overview of Alternative Investments

Learn what alternative investments are and how private credit and private real estate investments can complement stocks and bonds in portfolios.

Investing Lump Sums

Learn about strategies to intelligently invest lumps sums of money such as when you sell a business or real estate; or receive an inheritance.

Straight Talk for Retirement Success

A two-part retirement workshop shares how to bullet proof your financial plan with realistic solutions for the most common challenges facing those approaching or already in retirement.

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.
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