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“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!”
“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.”
W.E.L Financial Advisor
“James is an incredibly passionate teacher and you can clearly see this through his teaching methods throughout the course. If you are motivated to learn and plan your financial future, this program will over-deliver for you and put you on the right path!”