I am a nationally recognized Financial Educator, Speaker, and Author, whom you may have seen as a guest many times on financial shows such as CNBC’s Squawk Box and Power Lunch. You may have also heard me as the premier financial guest on KHOW 630AM’s daily show, The Troubleshooter with Tom Martino. I have recently co-authored my second book on advanced strategies to reduce income taxes and eliminate estate taxes. I am the creator of the Smiling Through Retirement™ Process and have been… Show more I am a nationally recognized Financial Educator, Speaker, and Author, whom you may have seen as a guest many times on financial shows such as CNBC’s Squawk Box and Power Lunch. You may have also heard me as the premier financial guest on KHOW 630AM’s daily show, The Troubleshooter with Tom Martino. I have recently co-authored my second book on advanced strategies to reduce income taxes and eliminate estate taxes. I am the creator of the Smiling Through Retirement™ Process and have been interviewed by Kevin Harrington, original Shark on the multi EMMY® Award-winning TV series, Shark Tank, and by James Malinchak, featured on ABC TV’s Hit Series, Secret Millionaire. I have also been interviewed along with notables such as country music star Martina McBride and renowned economist Roger Ibbotson.I have conducted over 400 presentations across the country on topics including Zero Tax Planning, Baby Boomer Retirement, The New World of Defined Benefit Plans, and Tax Smart Retirement Planning. Thousands of CPAs, attorneys, financial professionals, and others have benefited from my instruction. My published articles include "How Strong Are Your Financial Pillars" and "5 Ways to Lower Stress & Anxiety in Retirement," which have appeared in Fortune, Forbes, and CNNMoney, among others.I advise wealthy individuals and families from coast to coast. My counsel and assistance have saved them millions in estate and income taxes. A Summa Cum Laude graduate of Eastern Kentucky University and the University of Kentucky College of Law, my wife, Mary, and I live in Denver with our eight children and grandchildren.I have a passion for helping people think about their wealth from a new perspective… showing them how they may leave a legacy with not just their money, but also of their values and significant influence in their community. Show less

Brain Matters, Inc. performed functional brain imaging studies that identified the source of multiple psychiatric brain disorders such as ADHD/ADD, Bipolar Disorder, and Depression as well as Brain Seizures and Traumatic Disorders. Brain Matters was featured several times in the national media such as the Dr. Phil Show, Frontline and Dateline. Brain Matters operated 3 brain imaging centers in Denver, Los Angeles and Seattle with the Los Angeles center operated as a joint venture with the UCLA… Show more Brain Matters, Inc. performed functional brain imaging studies that identified the source of multiple psychiatric brain disorders such as ADHD/ADD, Bipolar Disorder, and Depression as well as Brain Seizures and Traumatic Disorders. Brain Matters was featured several times in the national media such as the Dr. Phil Show, Frontline and Dateline. Brain Matters operated 3 brain imaging centers in Denver, Los Angeles and Seattle with the Los Angeles center operated as a joint venture with the UCLA Medical Center. Show less