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What Nelson Nash and Infinite Banking Got Right
My introduction to Nelson Nash and the Infinite Banking Concept® was a major turning point in my life. Up until then, I was a business-building consultant to financial advisors. The advisors I coached...
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What Infinite Banking and Nelson Nash Missed
I am infinitely grateful to Nelson Nash for introducing me to the Infinite Banking Concept®. It’s a very powerful concept that brings to the table Nelson’s life-long study of the Austrian School of...
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Who’s Got Control of Your Retirement Plan?
Do you remember playing with that kid in the neighborhood who set up a game, and then changed the rules as the game went on to suit himself? Just like those games, you’ll never come out winning with...
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Is Your Money Frozen in Your Retirement Plan?
One of my biggest beefs with government-controlled retirement plans, such as 401(k)s, IRAs, 403(b)s and Roth Plans, is the total lack of liquidity. The money you’ve socked away in your conventional...
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The Ticking Tax Time-Bomb of Conventional Retirement Plans
One of the biggest selling points of 401(k) and IRA retirement plans is that the money you put into them isn’t taxed right away. Bring out the bubbly to celebrate, right?! Not so fast. First of all,...
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Do You Have As Much Saved for Retirement As the Average Person?
How do you think you compare to other people when it comes to how much you’ve saved for retirement? The results of a new survey from the Employee Benefit Research Institute (EBRI) reveal some...
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What’s In “The Big Black Book of Income Secrets”?
If you receive emails from investment advisory services, you may have gotten a sales pitch for The Big Black Book of Income Secrets from the Palm Beach Research Group. The promo promises you’ll...
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Dalbar 2016 Report: Many Investors Haven’t Even Kept Up With Inflation
The latest report from DALBAR reveals the harsh reality about the actual returns stock market investors have been getting for the last 30 years. Would it surprise you to know that many investors...
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Could the Government Seize Your 401(k) and IRA Money?
Is it far-fetched to wonder if the government could take control of your retirement savings in 401(k)s and IRAs? Or is that just a paranoid conspiracy theory? The fact of the matter is that it’s not...
View ArticleThe Bank On Yourself No-Nonsense Guide to Life Insurance
Life insurance is a subject we don’t like to think about. It’s right up there with going to the dentist and writing the annual Christmas letter. (Do people still even do that?) Thinking about life...
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7 Reasons the Economy is Worse than it Seems
Do you believe the economy has improved significantly since the Great Recession? Or do you feel like we’re staring down the barrel of a cannon whose fuse has already been lit? The stock markets should...
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SuperMoney Interviews Personal Finance Expert Pamela Yellen on Savings and...
Pamela Yellen, Founder of Bank On Yourself I was recently interviewed by SuperMoney, a website that rates various financial products and the companies that provide them. In this wide-ranging interview,...
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Six Reasons Your 401(k) is a Scam
0000000I’m going to make a very bold statement that’s sure to get me some nasty blowback. But as a financial investigator who’s exposed the truth about the conventional financial wisdom, I’m used to...
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4 Mistakes to Avoid to Make This Your Best Year Yet
0000000It’s a brand new year, and I’m very excited! Are you? Are you reviewing last year’s goals and accomplishments? Taking note of who you’ve become in the process of pursuing your dreams? Setting...
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Why Most Early Proponents of the 401(k) Now Say It’s a Failure
0000000Herbert Whitehouse was one of the first proponents of the 401(k) 35 years ago, when he was a human resources executive at Johnson & Johnson. Today the 65-year-old Whitehouse says he will...
View ArticleHere’s What Michael Kitces Missed in His Bank On Yourself Review, Part 1
0000000Financial planner and investment advisor Michael Kitces understands a lot about many areas of money and finance. He has been to school. He has twice as many letters after his name as he has in...
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Here’s What Michael Kitces Missed in His Bank On Yourself Review, Part 2
0000000In part 1 of this article, I explained that financial planner and investment advisor Michael Kitces wrote a review of the Bank On Yourself concept that redefined my trademarked phrase, “Bank On...
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Why Your Efforts to Grow a Retirement Nest Egg in the Stock Market May...
0000000You’re not reckless. You don’t like to take unnecessary risk. But you don’t want to run out of money in retirement. And your financial advisor says you must invest in the market to provide for a...
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Michael Kitces’ Big Blind Spot on Bank On Yourself Policy Loans
0000000In his review of Bank On Yourself, Michael Kitces repeatedly harped on the worst-case scenario of a life insurance policy owner taking out a life insurance loan with no regard for ever paying it...
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The 8th Wonder of the World? Here’s proof
0000000Read on to find out how you could become eligible to receive a $250.00 Amazon gift card, a $25.00 dining gift certificate, or an autographed copy of my latest New York Times best-seller, The...
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