“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!”

Mike M.

“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

“Very eye-opening, especially the details about life insurance. Going to go work on my exit strategy.”

Christoph Z.

“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!”

Bryce N.

“James has put together exceptional video training in very simple terms. It is easy to get carried away with life and stop paying attention to managing money and retirement. He helped us see the benefits of moving some IRA dollars to Roth, and the likelihood of bigger tax impact in the future. He is very smart and works very hard in helping people understand their financial situation. I wish we would have focused on a financial plan in our 30's rather than in our 50's. ”

Joyce F.

“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.”

Theodore