New Release
Peace of Mind
Planning
The vast majority of investors take far too much risk when investing in the stock market. I believe investors should only take as little risk as is necessary to achieve their investment goals. In order to do this, readers need to understand investment risk which is covered extensively in Chapter 2 of this book.
- Mutual Funds and Index Funds
Learn why neither can protect money when the market crashes
- Stock Market Risk
The average person takes 70-80% more risk than is necessary to achieve their investment goals
- High Net Worth Investment Strategies
Learn about strategies that have earned more than double the S&P 500 with a similar or lower amount of risk
- Bad Advisors
Learn how identify and avoid bad advisors (financial planners, insurance agents, CPAs, attorneys, etc.)
- Asset Protection
I guarantee your assets are not properly protected from creditors and I will show you how to do so in my book.
- Taxes
Learn how to grow wealth without capital gain or income taxes.
- Guaranteed Returns/Guaranteed Income
Learn how you can earn a guaranteed return of between 5%-7% a year coupled with a guaranteed income for life.
- Home Equity Acceleration
Learn how to pay off your home mortgage 5, 10, 15+ yeas early with plan that won’t require you to change your lifestyle.
There is no other book that…
explains to readers how to position their assets so when they lay down at night to sleep, they know that their money is not at risk to stock market losses, the IRS, banks, negligence lawsuits, and advice from bad/unscrupulous advisors. Click on the following boxes to read little excerpts from various chapters of the book.
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More From Roccy
A complete financial education
Imagine if you could take 2.5 years off of work to research advanced estate planning, life insurance, and annuities, stock market risk, long-term care, Medicaid planning, asset protection, income tax planning strategies, etc. That’s essentially what I was able to do back in 1998.
Research and aligning myself with the best experts in their fields
In addition to the 2.5 years of hardcore research, I did back in 1998, for the last 9+ years I’ve spent a significant amount of my time not trying to make money selling products or services, but instead, I spent a significant amount of time researching any and every topic/concept/product I could find that affects a person’s wealth.
Thinking about Your home in a different way
Would you like to pay off your home 5, 10 or 15 years earlier, without changing your payments or lifestyle by using mortgage interest to your benefit?