Enjoy all - Each Video and Podcast is to help you have the best Wine and Travel Life Possible!

Secrets You Must Know for Surviving a Career Transition

These are unordinary times! There are secrets you must know to survive a career transition

Changing jobs can be scary! Further, done incorrectly it can be very costly. This webinar will give you the inside knowledge to make sure you're on the right path.

  • What to do about Healthcare
  • Should I rollover my 401k, 403b or Pension
  • How and when to negotiate to maximize your severance pay.
  • What to do with corporate options, and special incentive pay.
  • and much, much more!

Hear the Podcast (coming soon) 

Our Video Series

For more than 25 years, I've been involved with Financial Services. Over that time I've learned what works, what doesn't and what is BS.

I put this series together to help you know what you need to understand to make sure you're advsor is on the right track, that you're making the right moves and you have insight into what you really need to know in order to have the most successful retirement - and wine and travel lifestyle, possible.