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

Why Planning Your Legacy is Truly Important

In America, over 55% of people forget to assure their legacy. That means half of America passes on without even a will. Proper planning doesn't have to cost much, if anything if handled properly.

  • The Uncle Dale Story
  • Essential elements of no Legacy planning
  • The easiest way to make your legacy come true.

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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.