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


Savvy IRA - How to Turn Your IRA into a Wine and Travel Life

The Secret of Putting Money to Work

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!



Savvy IRA - How to Turn Your IRA into a Wine and Travel Life

Retire Baby - Getting Your Money Out the Right Way

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!



Savvy IRA - How to Turn Your IRA into a Wine and Travel Life

Taking Care of Loved Ones with Savvy IRA Planning

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!



Guarding the Fort - No Matter What

The Unquestionable Truth about Life Insurance

What would happen to your loved ones if you didn't wake up tomorrow. What would happen in the event that the person you rely on wasn't there in a heartbeat?

Most people don't like to think about life insurance because of the fact it deals with the ending of an important life. But without planning things can get really difficult very fast.

Here's what you need to know to be prepared



Building Your Cyber Security Financial Fortress

Don't Let Cyber Bandits Hack Your Financial Future

The Cyberworld is full of wonderful opportunities. Unfortunately, it is also full of Cyber Criminals. Here's how to guard your Financial Kingdom

  • Know the Secrets Hackers Use Before they Get You
  • The Truth about Your Email Account
  • Why The Big Credit Agencies Could be Your Enemy.

Get the information and the plan you need to build a Cyber Fortress for Your Financial Future so you can live happy anywhere, virtually or not!



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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.

Cheers!