Educational Courses

Mike M.

"James puts a ton of enthusiasm and content into each of his educational videos: I learned so much about optimizing my “different buckets” of money in preparation for retirement. The education I got is definitely going to pay off in the long run. With James’ videos and his personal help, I won’t procrastinate or fail to plan — I’ll really “get round 'tuit” and, hopefully, keep smiling into retirement!"

W.E.L Financial Advisor

"I've been a financial advisor for over 30 years. During that time, I have found that people are often paralyzed by the idea of sitting down to plan their retirement. Making decisions about their investment, income and tax planning can be overwhelming. In his video series, James makes these complicated concepts much easier to understand with interactive visuals, easy to understand explanations, and real life examples."

Roth Conversions Course

In this short course I will show you the importance of WHY doing a Roth conversion probably makes sense for you and then I will teach you HOW to do it!

We believe in educating our clients so they can make more intelligent decisions with regard to THEIR financial futures, not the governments.

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Nilesh P.

"I recently completed James' web course, and it was truly a remarkable learning experience. James has a unique talent for demystifying complex concepts, making them accessible and easy to understand, particularly through his use of mathematics. His ability to connect theoretical ideas with practical examples using math is both impressive and incredibly helpful for beginners."

LIFE Insurance Course

There are many myths and misconceptions about what life insurance really is, but in this course, I will teach you the facts and why so many wealthy individuals use this strategy to create TAX-FREE wealth and a legacy for their loved ones along the way! 

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Annuities Mini Course

Most people have confusing ideas about what an Annuity actually is... so I made a course to dispel the myths and give you the facts! The reality is that most people should be using one at some point in their life and it belongs in a well-diversified portfolio. 

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Retirement READY Course

This educational course helps you figure out where you REALLY are financially and gives you clarity, balance and focus to see if your plan is going to get you to where you want to go in retirement and beyond. 

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Joshua V.

"Retirement Ready was an informative, straightforward explanation of key ways to look at investment paths for retirement. Well worth the cost."

Theodore

"This well-paced, instructive video class covers a number of important investment vehicles including life insurance policies, annuities, and qualified plans including Roth IRAs. There is great information on assessing where you're at to start with, determining an exit strategy, determining how taxes can be potentially reduced in the long-term and understanding the impact of inflation. All sorts of tidbits about history and general strategy round out this excellent, detailed introduction to retirement readiness."