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Secure Your Stock Market Investments
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Paying Off Your House
Paying off your home is a choice about security but also a financial decision as well. There are numerous factors to consider like interest rates, length of the mortgage, down payment amount but less obvious considerations like tax deductions, opportunity cost...
Entrepreneuers, Get Moving!
The Foundation, Part 1: A New Lens
Have you ever asked yourself, Am I doing all of the right things with my money? Most of us have... Establishing Wealth Objectives serves as a new lens to determine the answer to that question.
The Foundation, Part 2: Contractual Wealth vs Statement Wealth
What type of wealth are you building? Did you know some types are more dependable than others? This video focuses on establishing wealth that is more likely to be there when you need it the most.
The Foundation, Part 3: The Financial Model
Having a Financial Model can help to verify whether or not we are making progress towards our Wealth Objectives. The Protection Savings and Growth Model looks at all 27 places where we can make a money decision.
The Foundation, Part 4: The Follow Through
Many advisors help to purchase products, but fall of the radar once the sale is made. Other advisors have poor technology and processes that don't allow for monitoring or making changes to plans as necessary. We believe that you can't put a plan in place and...
Guest on Talk to Terry, Real Estate Show
Terry Swanson, President of Results Realty Services, interviews Todd. They discuss some of the items that are important when considering either investing in Real Estate or upgrading your primary residence. Results Realty Services and terry swanson primarily focus on...