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Mountain Financial

Financial Caffeine

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You’ve heard the phrase: fool me once shame on you, fool me twenty times and I'm an idiot. You have to understand that this is one of the most dangerous times for your money. You must keep it safe. If not, you will lose it – either to the market, to the IRS, or to those “managing” your money. Why is it important? Do you want to lose your money, again? Do you want to pay higher taxes? Do you believe taxes will be higher in the future? Do you believe benefits will be lower in the future? If higher taxes and lower benefits won’t solve the problem then the government will have to print what? What happens when the government rampantly prints money? Do you have a strategy, more importantly, are your planners discussing a strategy, to minimize or even eliminate taxes for you and protect you against inflation? It’s time. Watch our videos and call or email us. You have nothing to lose but the money you’re already losing.

On-Demand Episodes

This is by far one of the most important discussions we have with our clients: the impending demographical changes facing our country's financial system. And traditional financial planning does not have an answer for this. *****One... more

It's been a long time since our last show. Honestly, the time has been spent studying, teaching, traveling, speaking, listening and everything else I could do to become an expert on the Infinite Banking Concept. What has been discovered... more

The power of banking is the topic this morning. Does that mean we'll talk about the bank on the corner? Absolutely not. Instead, we'll look at what banking can do for you if you own the entity. Doesn't matter where you are in life. We'll go... more

Roth IRAs are considered to be pretty strong financial tools (for those who qualify of course). What if Congress made a few changes to the ROTH IRA in order to promote savings and financial security for the INDIVIDUAL...of all income... more
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