Episode Details

IN THIS EPISODE, YOU’LL LEARN:  

• 05:21 - What are the most important factors to building wealth? 
• 05:21 - How much of your income should you be saving? 
• 10:36 - Why Jerry prefers investments that generate passive income versus capital appreciation. 
• 13:36 - Should Millennials pay off their debt before investing? 
• 16:27 - What type of policy, agent and life insurance company Jerry recommends. 
• 26:29 - How to “become your own bank” and use life insurance to build substantial wealth. 
• 26:29 - How you can use life insurance to pay down your debt and save more money. 
• 27:49 - How to use life insurance as an investment tool by borrowing against your policy. 
• 41:21 -Why Jerry doesn’t invest in the stock market and what he prefers to invest in. 
• 45:28 - How Jerry uses gold as an investment and borrows against it to build wealth. 
• And much, much more! 

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Check out: Wealth DynamX.
• Check out: The Sacred Account.
• Related Episode: Tax-Advantaged Investing w/ Brian Martucci - MI220.
• Related Episode: Building Wealth, Staying Wealthy, and Retiring Early w/ Jeremy Schneider - MI053.

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