Index

A

1031 Exchange

1031 Time Restrictions

$1M checking account

$1M Gift

12-B-1 Fees

2008 Market Crash, xvi

401(k)

403(b)

457

401(k) versus 401Condo

529 College Accounts

Accredited Investor

Accreditation Standards

Account Balance

Adaptive managed stocks and bonds

Airplane "Risk" analogy

Alan Greenspan

All Possible Investments Chart

All-Stars, xviii

Alternative Minimum Tax

Amputated Toe Analogy

Annuities

Annuitization

Annuity crediting methods

Annuity Problem

Arthur Godfrey

Assets vs. Liabilities

Assets Under Management (AUM)

Asset Protection

Automobile Purchase

B

Bank Notes

Bankruptcy

Bankruptcy Law of 2005

Barrel of Oil

Bear Markets

Beneficiary Needs

Beta

Bike Path

Black swan event

BMW Mechanic Analogy

Bonds

Bond Ladder

Bonds—Inflationary Risk

Bonds—Information Risk

Bonds—Interest Rate Risk

Bonds—Loss of Purchase Power

Bonds versus Interest Rates

Broken Clutch Analogy

Broken Radiator Analogy

Brokerisms

Building a home

Bullion

Bullionvault.com

Business Development Corporations

Business Week

Buy and hold

C

Calculator – HP 10bII

Case Studies:

Cash

Cash Flow

Capital Gains

Capital Preservation

Capital Structure of a Company

Certificates of Deposit

CD Ladder

Certificates of Depreciation

Chapter 7 Bankruptcy

Chapter 11 Bankruptcy

Collateralized Notes

Collectibles

College Funding

Commissions

Common Sense

Common Sense Concept

Conservation Easement Trusts

Construction Site Analogy

Consumer Grade Real Estate

Consumer Price Index (CPI)

Contingent Paid Attorney

Conventional Thinking

Cost Basis

Cost Segregation Study

Co-Ownership Real Estate

Corporation

CP&L and give up HR

CPA and Investment Advice

CPA and Tax Reduction

Currency

D

DALBAR 2012 Study

Death Tax

Delaware Statutory Trusts

Depletion Allowance

Deutsch Mark

Developmental Drilling Programs

Different Financial Pathways

Disposable Income

Direct Participation Programs

Discounting IRA

Disposable Income Chart

Diversification

Also see True Asset Diversification,

DNA Analogy

Dollar cost average

Dollar Devaluation Chart

Donor Advised Funds

Double Tax Deferred

Down Payment

Due Diligence

E

Economic Evolution

Education

Electric Car Story

Emotional Investments

Empire State Building Story

Engine Governor Analogy

ENRON

Equipment Leases

Estate Planning

Estate Planning questions

Estate Tax

Exchange Traded Funds (ETF)

Exploration Drilling Programs

F

Fair Market Value (FMV)

Family Liability

Farmington Rare Valley Coin

Fear and Greed Cycle

Federal Reserve

Fee Comparisons

Fee-only advisor

Ferrari distribution

FDIC

Financial Blueprint

Financial Temperament

Fire Sales

Fixed Annuity

FKUSX Chart

Flight or Fight Response

Foreclosures

Fortune 400 Secrete

Freeway

Frostbite Analogy, xv

G

General practitioner

Goldmoney.com

Growth Needs

Guaranteed Growth Rider

Guaranteed Income Rider

H

Hedge funds

High Return

HR&CP and give up L

HR&L and give up CP

Hyperinflation

I

Illiquid

Illiquid—Beneficiary Benefit

Income

Income, withdrawals and Fees

Income Needs

Index Fixed Annuity

Individual Retirement Accounts (IRA)

IRA—Debt Comparison

IRA—Death and Tax Reduction

IRA—Need for liquidity

IRS

Inflation

Inflation—Hurts lenders

Inflation—Understanding with Apples

Inheritance

Institutional Grade Real Estate

Insurable Interest

Intangible Drilling Costs

Investable Wealth

Investment descriptions

Investment fees

Investment Fees—Fee Only Advisers

Investment Fees—AUM

Investment Fees—Commissions

Investment Fees—Overcoming

Investment—Illiquid Maximum

Investment Prioritization

Investment Summary Example

Investment Time Ladder

Investment Recovery Rule of Thumb

Investment rule of thumb

Investment temperament

J

Jingle Mail

Justice Learned Hand

K

Key Wealth Code Concept, xix

L

L rules

Leaking bucket Analogy

Leaks in the bucket

Legs on the Table

Leverage

Lexus Auto Purchase Comparison

Leveraged Trading Programs

Life Insurance

Life Settlement Notes

Limited Investment Diversification

Limited Liability Company

Line of Credit

Liquid

Liquidity

Liquidity—$50,000 emergency

Liquidity—Time Lines

Loan to Value Ratio

M

Maddof

Market Value Adjustment (MVA)

Mid-Return

Money Supply

Mortality & Expense fee

Mortgage arbitrage

Mortgage Notes

Mortgage—Pay off or not

Mortgage Pool

Muni-bonds

Muni-bonds versus non-traded REITs

Muni-bonds, rising interest rates and liquidity

Mutual Fund, Class A

Mutual Fund, Class B

N

Non-Accredited Investor

Net Asset Value (NAV)

Net Cash Flow

Non-Correlated Investments

Non-Traded REITs

O

Oil/Gas investments

Olympic Basketball Analogy

Other People’s Money (OPM)

P

Participation Rate

Paying extra into home

Paying off a mortgage

Placid Lake Analogy

Pension

Poor Asset Protection

Poor Estate Planning

Portfolio Diversification

Portfolio Prioritization

Precious Metals

Printing Press Economy

Professional Coin Grading Service

Prospectus

Purchase Power

Q

Quantitative Easing

Qualified Intermediary

Quick Sale Valuation

R

Raising Rents

Rare American Coins

Real Estate Investment Trusts (REIT)

Reasonable assumptions

Registered Securities

Renewable Energy Tax Credits

Rent and Bread

Required Minimum Distribution

Retirement funds

Retirement Planning

Reverse Exchange

River Analogy

Roth IRA

Roth Conversion Discount

Royalty Programs

S

Securities Exchange Commission

Self Employment Loss

Self Employment Tax

Senior Secured Loans

Sideways Client Stories, xviii

Single Family Residence

Specialist

S&P500

S&P500 Long Term Average

Squishy Mail

Standard of Living

Starker Exchange

Static stocks, bonds, mutual funds

Stock market REITs

Stretch IRA

Strong Financial Table

Structured CD’s

Subordinated Loans

Surrender Charges—Annuity

Surrender Charges with a REIT

T

Table—Disturbed and Undisturbed

Table—Single Legged Diversification

Table—True Diversified

Tangible Investments

Tax considerations for Oil/Gas

Tax Debt

Taxes

Taxes—Tax Reduction as an Investment

Taxes—Filing Extensions

Taxes—Income

Taxes—Historical Chart

Taxes—Oil IDC Deductions

Tax Quotes

Teeter Totter—Portfolio Improvements

Teeter Totter—Complete

Teeter Totter—CP-L

Teeter Totter—HR-CP

Teeter Totter—HR-L

Teeter Totter—IRA Accounts

Tenant-in-Common

Terrible Ts

Three Economic Futures

Tiger Woods

Time and Collateral

Titanic Analogy

Total return

Transaction costs

Treasury Bonds

True asset class diversification

Typical Financial Portfolio

Turbulence Analogy

U

Umbrella Policy

Unconventional Approach

Unemotional Investments

Universal Life

Unrelated Business Taxable Income

US Airways—Hudson River Analogy

V

Velocity of Money

Variable Annuity

Variable Annuity—Guarantee Riders

W

Warren Buffet

Wrap-Fees

Wealth Bucket

Wealth Code Golden Rule

Wealth Code Portfolio

Wealth Code Rule of Thumb for Investment Allocations

Weimer Republic

Will Rodgers

Z

Zimbabwe