Why I do what I do.

As a financial advisor, I have written books, I give live seminars and webinars, and I have been a guest speaker on podcasts and at special conventions. I love what I do, but every now and then someone pops up and questions my motives. They say that I sell false hope to desperate people, taking their money and laughing all the way to the bank.

Comments like that don’t make me mad – they make me sad. Because nothing could be further from the truth.


Although I charge for my services (like teachers and tutors the world over do) I am not motivated by the money. I do what I do because I am tired of seeing people around me suffering, struggling, and not getting ahead. I am tired of seeing good, hard-working people being given bad advice and realizing they do not even know they are getting bad advice. I am tired of seeing people following the conventional wisdom, which means they are doing what everyone else is doing and not asking whether that “conventional wisdom” is the best way to go.

For a time, I subscribed to that conventional wisdom, too, and I didn’t even think or consider that there might be a different model out there. But there is. Once I saw that model, once I realized that it was possible to get to a different, better financial place in life, and stay there, it was almost as if I saw and entered a parallel universe. It wasn’t always easy, and I made many mistakes. These mistakes cost me money along the way, but I learned from my mistakes and moved forward.

I do what I do because I want you to break the “make money to spend money” cycle, the one you’re no doubt in. It breaks my heart when I see people struggling to pay their bills, because every single person could be retired and living in comfort or luxury if they just understood how the rich stay rich and how the rich work and keep their money.

I don’t want to see my neighbors and friends struggling anymore. I do what I do because I want them to know that there is a better way.


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