MoneySmart Personal Finance Training Courses

What we should have all been taught about money in high school but were not "If I only knew then what I know now..." is an axiom that is all too relevant to personal money management.  Do you know all you should?  Learn from a fresh perspective what money is, the purpose it serves in society, how value is generated, how wealth is created, what factors make wealth grow, and how to craft a long-term plan for continuous cash-flow you're not likely to outlive! (fee-based courses)

MoneySmart Chapter Walk-through Series

These videos mirror the content of the MoneySmart Personal Finance Solutions book.  The author himself walks the audience through each worksheet, it's use, and some insights into how to use them most efficiently.  If the instructions in the book aren't clear enough, or if you're just not a reader, this video series should make financial success much easier for you!  (fee-based courses)


FREE Downloads & Email Courses:

FREE 7-Questions Market-Crash Prep download; opt-in with
FREE 401(k) and IRA email education series included

FREE Guide to Retirement Alternatives in Our Current Environment;
opt-in with FREE 401(k) and IRA email education series included

MoneySmart Personal Finance Solutions, 2nd Edition


All the things people spend a decade or two learning about money the hard way should have been taught to us in high school before we got our first paycheck!  However, learning about money and personal finance from banking sector sponsored programs is like going back to your crack dealer for their sponsored 12-step program once you realize there's a problem...

Money is a simple tool; we trade it for things we need and want.  Once you understand the basics and have the organizational tools in MoneySmart, the rest is just 5th grade math: fill in blanks, add, subtract... easy! (retail $24.95 USD)

Four new chapters!:  Debt Reduction, Raising your Credit Score, Where to Find More Money, and The Nature of Money...

Buy it on


Top-Links Newsletter

Scheduled for Tuesday release, this digest features 3 to 6 of the week's not-to-be-missed stories, articles, pod-casts, or video interviews and features that you are not likely to see elsewhere.  The impact that these events and this information can have on your future wealth and financial security is sobering. Discount rates for Patron and Members.  Annual subscription  [October 9, 2019 Sample Issue]

[Opt-in for:  PATRONS - MEMBERS - OTHER]

[Bookmark the PATRON'S ARCHIVE]

Wealth Strategies Newsletter

Articles, opinions, and guidance of timely financial information that affects your future financial outlook and planning.  Scheduled for monthly release, this newsletter often features topics presented or questions posed by Patron Members of the website. Discount rates for Patron and Members.  Annual Subscription.

[Opt-in for:  PATRONS - MEMBERS - OTHER]

Live-Link RSS Feeds

RSS stands for really simple syndication, and is a list of posted articles that can easily be accessed and displayed on this site with links to their original publisher.  One of the most important reasons to have a membership is to see the rss newsfeeds featuring the latest developments that can affect your long-term wealth.

Incredible Financial News

If you want to learn something, you associate with and learn from those whose skill set is better than yours.  I’ve sought and collected RSS feeds(1) on and directly from the best and brightest minds in the venture capital, financial services, and investing business.  Most if not all of the people this feed searches send their money or intellectual property out to work rather than trading time for dollars.  This calibre of business professional spends their time looking for the next opportunity.



Headline News

Where you get your information these days is paramount.  Because what's happening in the world can influence your finances, this Headline RSS Feed features content from sources other than main stream media.  These sources tend to avoid commentary and focus on the reported general events of the day.



In Other Financial News

These feeds are a collection of news agencies or broad algorithm searches whose financial, economic, and investing content can further shed light on the individual voices featured on the “In-Credible Financial News” page.  These sources also contain general current events that may affect markets, sentiment, and therefore “Geo-Political” investment considerations.

[Links for:  PATRONS - MEMBERS]

Incredible Financial News - [PATRONS - MEMBERS - OTHER]

Headline News - [PATRONS - MEMBERS - OTHER]

In Other Financial News - [PATRONS - MEMBERS]

Listed below are links to more detailed pages on the several works that I've authored and have published.  If these pique your interest, I hope you will support my continuing efforts by purchasing a book, taking a course, or sharing a link with someone you care about or on social media.

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