A Strategy Focused on “Total Return”…Finally!

Medical Sales Wealth Guide

From about 2010-2016, I spent most days scouring the markets for asset bargains and then used those “found” bargains to construct portfolios for retirees or pre-retirees. What follows are some of the key insights I gained during that period as a bond trader and portfolio manager.

What Do You Need to Know Before Working with a Financial Planner?

FLBC 047

As an industry insider and one that has a concern for those that consume financial services, there are things you should know before working with a financial planner/advisor/professional. This episode will teach you what you need to know.

The Importance of an Estate Plan: “Transferring Your Wealth and Wishes”

flbc 036

Podcast Details: Podcast Title:  The Importance of an Estate Plan:  “Transferring Your Wealth and Wishes” Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here.   Questions/Issues We’ll Address on this Episode: In today’s episode we continue the series we started about various case studies that I’ve come across and […]

The Retirement Solution: “Finding What You Love to Do”

flbc 035

Podcast Details: Podcast Title:  The Retirement Solution: “Finding What You Love to Do” Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here.   Questions/Issues We’ll Address on this Episode: In today’s episode and maybe for the next couple weeks, I want to highlight some key takeaways from a few […]

Create Tax Free Income for Life with Municipal Bonds

flbc 030

Now that you’ve read the somewhat salacious title of this article, the real question becomes “is there any truth to it”? A second question might be similarly, “what’s the catch”? Well, I hate to disappoint you but there is no catch and it is possible to create a tax-free income stream for life. But how? It is done with an asset that has been around for literally ages—bonds.