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Complimentary Audio Tapes

Dave has produced some very informative audio tapes for his clients and friends. You may find these aids very helpful. They are yours simply for the asking.

A Do-It-Yourself Disaster (A True Financial Planning Story)

  • When a good friend of mine died in December 1998, his widow was left with a number of serious problems which could have been avoided through proper planning. This is a fascinating 10-minute tape.

2000: Valuable Lessons From A Volatile Year

  • Here are 8 valuable lessons investors need to learn from the worst US stock market in 20 years.

The Smart Way To Rollover Your 401(K)

  • If you or your spouse have money in a previous employer's 401(K), you need the information on this tape.

Call (763) 416-1857 to order any of these tapes.

 

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