“There’s great tools like Pocketsmith where you can link up your bank accounts… it’s like $15 a month… you might only do it for six months because you’re just trying to understand what’s going on.”

“If they did nothing else, but set up another offset account or another bank account, and just transferred $640 a week to that account”

“…on a monthly basis together, they might go through their spending or their investment accounts…two people…looking at the credit card statement…bank statement…investment accounts…”

“Sell the investment, transferred the funds to your bank account, drove to the bank, withdrew the actual cash itself, and then spent the cash with real dollars”

“We can create a retirement paycheck... they can actually receive more money every two weeks in their bank account than they did while working”