Education is where we spend most of our time with clients. We wanted to build this resource page so you have access to tools and resources 24/7. You can bookmark this page to reference back to later. We are still building this page of resources so there will be new material periodically!
Downloads & Resources
- Smart Bond Investing Accrued Interest Calculator
- Retirement Calculator
- College Savings Calculator
- Loan Calculator
- Savings Calculator
- 401(k) and IRA Minimum Required Distribution Calculator
Videos to Watch
Killing Sacred Cows by Garrett B. Gunderson
This is a perfect book for people who want to learn the rules that wealthy people live by, question common financial assumptions, don’t trust following the crowd, and desire a purposeful, passionate, and prosperous life. You can purchase the book on Amazon here.
Economics in One Lesson by Henry Hazlitt
Henry Hazlitt wrote in 1946 what I believe holds today as the essence of our economic system. He added chapter 26 in 1979. It amazed me that our country seemed to follow his exact warnings on every point to create our country’s current economy.
Keep Every Last Dime by Richard W. Duff
This book is all about subtle pitfalls in estate planning. It is an easy read with illustrations and shows real life examples of famous celebrity’s estate planning shortfalls.
Pay Checks and Play Check by Tom Hegna
Tom Hegna talks about retirement planning and how you don’t have to settle for just surviving. He introduces a strategy so that basic living expenses are covered for your retirement, with money left over to “play” with.
The Go-Giver by Bob Burg and John David Mann
This book is a powerful short read. The Go-Giver introduces the Five Laws of Stratospheric Success and how the secret to success in life, is giving. The next time you are on an airplane, take this book with you. By the time you land you will be inspired.
The Case Against the Fed by Murray N. Rothbard
In this book, Murray Rothbard gives an eye opening explanation of what the Federal Reserve’s function is. It also sheds some light on how volatile banks can be.
The Bank on Yourself Revolution by Pamela Yellen
In Mrs. Yellen’s second book, she talks about some common misconceptions about finance including paper wealth vs. real wealth, stock market safety, and design of proper Life Insurance policy structure.
Prosperity in the Age of Decline by Brian Beaulieu and Alan Beulieu
Drawing on ITR’s 94.7% forecast accuracy rate, the book outlines specific, actionable strategies for capitalizing on cyclical opportunities and dodging economic danger. In this important resource, the authors reveal what it will take for individual investors and business leaders to prosper as the economy heats up prior to the predicted downturn, preserve wealth in the upcoming Great Depression, and profit on the way out of the depression.
Please note we do not provide tax advice or legal advice.