Reviews written by davis-atlanta1

As a New Yorker, Jim talks very fast and very knowledgeably but for the us Southerners at least, he could slow down and bit.

Discussion was very thought-provoking about the 4% rule in all of its iterations. However, it appeared that Craig believes the original rule was 4% of portfolio with NO adjustment for...

Some very helpful "tips and tricks," as advertised, but replay will be essential given the speed with which Jim covered the material.

Too bad about the poor audio which detracted from Fritz' strong analysis.

Useful emphasis on what is appropriate for CFPs vs. CPAs. More info on specific case study strategies would be useful, perhaps in a different format.

A bit of a rehash of previous similar presentations. Bob is always good but could use some new material.

Bob moves a little too fast on some complicated subjects, no doubt because he knows it so well and because he has presented it a thousand times. Maybe a few...

Excellent as usual. Maybe a little repetitive, however?