Program host, Bert Whitehead is a leading fee-only personal fiduciary advisor, voted Top 100 Advisors in the U.S. by, Worth magazine every year since 1994. Bert has an MBA in business and is a tax attorney, has trained hundreds of advisors across the country, has a Bachelor's degree in psychology and has helped real people for over 35 years.

In Why Smart People Do Stupid Things with Money, Bert speaks to the right and left brainers with substantial data to support his financial strategies. Over 40 gems of information are shared to help viewers save thousands of dollars!

As a strong supporter of philanthropy Bert presents a mutually beneficial method of charitable giving via Donor-Advised Funds. The DVD offers additional in depth information further explaining Donor-Advised Funds in detail; how they work, the ifs ands and buts, as well as the three main advantages to utilizing a Donor-Advised Fund.

Bonus material:"Road To Retirement"
In this bonus segment, Bert Whitehead shares the many retirement planning options available for both employees and the self-employed. Bert continues educating us on our 'best' option based on our living expenses, tax bracket and other factors.

Learn why IRAs are for everyone. Don't wait until you're age 59 1/2 to take money out. There are valid reasons for taking money out pre-age 59 1/2 without penalty including: college, disability, 'first home' and more.

When you leave your job or retire, should you leave the money in your current 401K or roll it over? Bert addresses this and so many more retirement planning questions including the hazards of buying an annuity.