Real Wealth Leadership

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Financial Education Library

Wealth wisdom organized by category for quick searches and fast learning.



Investment Management

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  • Seven dangers for investors
  • Rich Rewards for the Patient Investor? Timeless Tips from 2015
  • Can active investors beat indexing?
  • Why Camarda offers free portfolio stress tests?
  • Get Camarda’s free portfolio stress test
  • Can active investors beat indexing?

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Asset Protection

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  • Titling- own your property safe.
  • What is asset protection?
  • The 11 biggest asset protection planning mistakes
  • Asset protection in IRA's and qualified plans.
  • Owning real estate as Florida homesteads
  • The dangers of amateur estate planning

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Estate Planning

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  • The dangers of amateur estate planning
  • The long term care elephant
  • Why you want to tax-freeze your estate
  • Trust protectors, estate planning, and other advanced methods
  • Plan to avoid guardianship expenses

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Retirement Funding

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  • Pensionizing assets – annuities for retirement income
  • Plan to avoid guardianship expenses
  • Secrets to maximizing Social Security
  • The dangers of amateur estate planning
  • Are your retirement growth assumptions reasonable?
  • Mature divorce can lead to poverty

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Tax Reduction

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  • Tax strategy creativity is critical
  • Taxes on annuities – higher than other investments
  • Split income with kids to lower tax rates for business owners
  • Why you want to tax-freeze your estate
  • Can tax savings really supercharge your wealth?
  • How sloppy books can waste big tax dollars

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Financial Planning

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  • The long term care elephant
  • The dangers of amateur estate planning
  • Can professional financial planning increase retirement income?

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Choosing Advisors

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  • Don’t buy financial planning, but get sold products instead
  • Financial Advisor Basics
  • You want a tax savvy financial advisor
  • Advisor evaluation tool
  • Advisor review checklist
  • Avoid fatal financial advisor conflicts of interest

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Insurance & Annuities

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  • How Annuities are Priced
  • Immediate Verses Deferred Annuities
  • Telling Good Sales From Bad
  • The Long Term Care Elephant
  • The Annuity Wars
  • Asset Protection in Life Insurance & Annuities

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