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Apr 29, 2019

George takes us through an emotional exercise that vividly demonstrates the biggest threat to our future: Having a bear market hit early in our retirement. More importantly, George will explain how you can best guard against this risk with your own portfolio.

Apr 15, 2019

What do you need to watch out for if you have, or are shopping for an annuity? Is an annuity something you should consider as part of your portfolio? George will tell a surprising story of what he uncovered for a couple recently.

Apr 8, 2019

Do you feel part of your financial life is out of your control? George will explain how you actually do have control over taxes when it comes to your retirement dollars. Plus, details of how he tracked down “lost retirement money” for some of his clients.

Apr 1, 2019

George explains why its vitally important you understand your risk tolerance. Plus, a very interesting fact about one of the richest men in the world, and what you may have in common with him in relation to his wealth.