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Schedule a Call with Me & I’ll Send You a Hardcover Copy of My Book. 100% Free! No Credit Card.

Exclusively for Podcast Listeners

In my book, Be the Bird, I lay out the key retirement, tax, insurance and investing strategies in an approachable and practical way. I show you how to weave those threads together, all while avoiding the most costly and problematic products. 

And I don’t stop there. Having a great plan (with great products) is not sufficient on its own. So, I also show you how to cultivate a feeling of relaxed confidence in your financial life—a feeling that eludes all too many.

Read Be the Bird for a simple and clear roadmap to solving your financial puzzle for retirement and learning how to remain relaxed and confident for the long term.

Schedule a Call & Receive a Free Copy of My Book!