Videos (5-10 Minutes)
Review Scripts: PDF here
- 10 Minute Lesson Original Lesson
- 10 Minute Lesson on Life Insurance Full Tutorial
- 10 Minute Lesson on Life Insurance
- Circle of Wealth
- Club vs Swing
- College Funding
- Mortgages
- Personal Economic Model
- Private Reserve Strategy
- Qualified Plans
- Retirement Are You Ready
- Your Bank
Animated Vignette Videos (1-2 Minutes)
Review Scripts: PDF here
- 4 Toughest Financial Questions (Whiteboard)
- 4 Toughest Financial Questions
- Average Cost of College Requires Planning
- Introducing the Personal Economic Model
- Opportunity Cost
- Qualified Plans Do 2 Things
- Qualified Plans The Questions You Should Ask
- Registered Plans Do 2 Things
- Registered Plans: The Questions You Should Ask
- Retirement Ready or Not: Will You Have Enough
- Spender Saver Wealth Creator
- The Income Game
- The LUCK Factor
- Transfers of Your Wealth
- You Finance Everything You Buy
Vignette Videos (1-2 Minutes)
Review Scripts: PDF here
- VVCF 01 How Will I Pay For College
- VVCF 02 Expected Family Contribution
- VVCF 03 Sticker Price
- VVCF 04 The Importance of Planning
- VVCF 05 Private or Public
- VVCF 06 The Unrecognised Cost of College
- VVCF 07 Head Heart Hand
- VVCF 08 Borrowing for College
- VVCF 09 Timing is Everything
- VVCF 10 Will a Scholarship be the Solution
- VVCF 11 Some Non Traditional College Planning Solutions
- VVCF 12 One Year Degree
- VVCF 13 Most Expensive Year
- VVCF 14 How to Eat an Elephant
- VVCF 15 How Much is Too Much
- VVCF 16 Importance of Staying Connected
- VVCF 17 4000 Colleges
- VVCF 18 College Then Career
- VVCOW 01 Your Circle of Wealth
- VVCOW 02 Retirement Ready or Not
- VVCOW 03 Opportunity Cost
- VVCOW 04 Spender Saver Wealth Creator
- VVCOW 05 Qualified Plans Do Two Things
- VVCOW 06 The Luck Factor
- VVCOW 07 Driving Your Future
- VVCOW 08 How Much Disability Covereage
- VVCOW 09 Maximize Your Deductions
- VVCOW 10 You May Not Be Saving Taxes
- VVCOW 11 Avoiding The Losses
- VVCOW 12 Standing In The Tax Line
- VVCOW 13 The Income Game
- VVCOW 14 Everything You Know You Think Is True
- VVCOW 15 Calculating Your Income And Wealth Potential
- VVCOW 16 Interest You Earn vs Interest You Lose
- VVCOW 17 The Cost of Procrastination
- VVCOW 18 Average ROR vs Real ROR
- VVCOW 19 Mortgages True or False
- VVGOLF 01 Club vs Swing
- VVGOLF 02 Practice Who Has Time
- VVGOLF 03 Drive For Show and Putt For Dough
- VVGOLF 04 Risk and Reward
- VVGOLF 05 Avoiding The Hazards
- VVGOLF 06 Cart or Caddie
- VVGOLF 07 Your Favorite Club
- VVGOLF 08 The Club vs The Swing
- VVGOLF 09 Dont Forget Your Short Game
- VVGOLF 10 Play From The Right Set of Tees
- VVGOLF 11 Improving Your Short Game
- VVGOLF 12 Scorecard
- VVGOLF 13 Black Blue White or Gold
- VVGOLF 14 Course Management
- VVGOLF 15 Hook or Slice Fade or Draw
- VVGOLF 16 Fair Weather Golfer
- VVGOLF 17 New Grips
- VVGOLF 18 Getting on in Regulation
- VVPEM 01 Did You Know
- VVPEM 02 Human Nature
- VVPEM 03 Recoup vs Recover
- VVPEM 04 Before You Buy
- VVPEM 05 Pay Cash or Finance
- VVPEM 06 War Between Current and Future
- VVPEM 07 Financial Warning Signs
- VVPEM 08 Three Different Strategies
- VVPEM 09 Zero Financial Line
- VVPEM 10 Problems with Consumer Debt
- VVPEM 11 Problems with Paying Cash
- VVPEM 12 Collateral Capacity
- VVPEM 13 Toughest Financial Questions
- VVPEM 14 Balanced Financial Approach
- VVPEM 15 Your Income and Wealth Potential
- VVPEM 16 Human Life Value
- VVPEM 17 The Tax Filter
- VVPEM 18 Lifestyle Regulator
- VVPEM 19 Major Capital Purchases
- VVPEM 20 Qualified Plan Contributions
- VVWW 01 Money Matrix
- VVWW 02 Transfers of Wealth
- VVWW 03 The Next 3000 Days
- VVWW 04 An Uneasy Awareness
- VVWW 05 Qualified Plans
- VVWW 06 The Defining Moment
- VVWW 07 The Business of Learning
- VVWW 08 Owning a Home
- VVWW 09 Taxes
- VVWW 10 The Family Legacy
- VVWW 11 Misguided Wisdom
- VVWW 12 The Thought Process
- VVWW 13 Insurance
- VVWW 14 The Charitable Legacy