The Wealthy and Wise - A New Community Coming Soon for You

AnnouncementI am so excited to share that a new go-to website, The Wealthy and Wise, is in its countdown to launch phase.  You can get a preview (without all the bells and whistles that are in the works) at  

What is The Wealthy and Wise all about?  It's an information resource created to fill a void in giving middle class millionaires, and those looking to join them, the tools they need to understand how to protect and build wealth.  Laura Mattia of the Baron Financial Group is joining me in hosting The Wealthy and Wise.  This Community targets families who have been successful in working hard and are at the point of looking around at what they have built and asking "OK, what should I be doing next?"  

In the new The Wealthy and Wise Community, you will find:

  • Webisodes of The Wealthy and Wise TV - our monthly video series on topics you need to educate yourself about in order to know how to protect and build your wealth. Free subscriptions will be available through iTunes.
  • Podcasts of Case-Studies and Current Events – our audio series of specific case-studies about questions we see in our practice and solutions we have offered that may parallel your current life situation. Here, we will also address current events relevant to protecting and building wealth. There will be free subscriptions to the podcasts available through iTunes.
  • Video Spotlights - short, in-depth videos addressing a specific areas of current events, tax, law and finance for your reference and information.  You can see an example in my prior post about Gift, Estate and Generation Skipping Taxes being on sale in 2011 and 2012.
  • The Wealthy and Wise Guides - e-books providing in-depth coverage of key topics to implement the right strategies to reach your goals. Guides will be available for purchase at

Can I ask for your help? We want to build our shows and this site around the information you want to have.  What topics do want clarity about?  What are the questions about you wealth that you haven't found full information for, or felt that maybe the person answering them didn't go into enough depth.  Please leave a comment or email me.

We look forward to bringing some new information to you at

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