Bryan McCloskey
Proactive, Tax-Focused Retirement Advisor
Downingtown, PA
Mark Bertrang
Financialoscopy Inc
Onalaska, WI
Justin Maxwell
Big Life Financial
West Jordan, UT
The free trial gives you a sneak peek, but there’s so much more waiting for you!
When you join our full membership, you unlock tons of exclusive training videos inside of TC Academy that go beyond the free trial quick start videos—covering core principles to advanced strategies that help you confidently walk clients through complex financial concepts.
Why stop at a preview when you can get the full picture? Join today and dive in!
TC360 Membership
Just like membership at a gym keeps your body fit, membership at TC360 keeps your mind fit.
Truth Concepts
Your 24/7 space for constantly updated videos by Todd and other advisors who utilize the calculations to prove all things numerical in personal finance.
Truth Training
This inspiring event has been called “a PhD in personal finance“. Witness live proof of the strategies you hear about every day and come away knowing which direction is best and how to share it with your clients.
These videos cover a wide range of topics, from foundational principles to advanced financial strategies, enabling you to effectively communicate complex ideas to your clients.







Truth Concepts software requires a Windows operating system (i.e., Windows XP, Windows 7 or Windows 10).
Most advisors utilize a software based virtual machine to run Windows and our software smoothly on their MACs simultaneously with the MAC OS. Essentially, it allows you to run Windows on your MAC and access our software (or any other Windows based software) with the ability to toggle back and forth between the two operating systems. If you choose to pursue this route, it is recommended that you install the virtual machine software and Windows software first to see how you like it. Parallels (https://www.Parallels.com) is the most popular virtual machine used by Truth Concepts licensees who have a MAC. Parallels offer a trial version on their website so you can test it out before purchasing.
Truth Concepts offers a comprehensive collection of educational videos designed to enhance your understanding and application of financial concepts using Truth Concepts software.
Highlighted Video Topics:
Engaging with these materials will deepen your proficiency with Truth Concepts tools, empowering you to provide transparent and mathematically sound financial advice to your clients.
Any questions? Please contact Katie for support.