Episode Details

• Dreaming Together
• Growing Up and Background
• The (4) Pillars
  • Risk Management
  • Taxes
  • Planning
  • Succession
• The Biggest Mistakes
• Focus on Liquidity
  • Liquidity is an unbelievable solver of threats
• Find a Whole Life policy that does not have commissions built into it: Guardian, Mass Mutual, Lafayette Life.
• Use the right tools - you can get creative on leverage.
• Beware of TikTok Accountants!
• Accumulation and Decumulation
• Money is a Magnifier

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