Hear Archie and Edith's story of how they obtained a "private pension" and preserved their American Dream lifestyle, RV and all! 

The top 1% get a lot of flak... but you'll love this "1% solution." Plus: Learn the secrets Dan uncovered during his 10 hours within a private bank's inner sanctum. 

Learn to identify the 4 "Retirement Icebergs" that can sink your retirement voyage. Plus: hear a story of how Dan saved a client from a watery demise. 

Ben Franklin said that "By failing to prepare, you are preparing to fail." What are the 5 DIY steps to plan a great retirement? Learn by listening to this episode! 

"Sequence of returns" might sound like a snooze, but failing to prepare for it can ravage your portfolio. The "3 Behaviors of Money" idea reveals that money acts differently depending on market conditions and your stage of life. Don't discount these "Booooring!" concepts! 

Meet a young hotshot who thought he everything he touched would turn to gold...until Black Monday.