by Todd Burkhalter | Nov 13, 2013 | Education, Financial Planning
Most people are looking for a Lazy Boy when they think of retirement; that comes later! While planning for retirement I like taking the three legged stool approach. There is a time and place for getting into the complexities but first consider simplicity....
by Todd Burkhalter | Aug 23, 2012 | Video
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.
by Todd Burkhalter | Aug 23, 2012 | Video
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.
by Todd Burkhalter | Aug 23, 2012 | Video
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.
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