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Episode 65: If You Were Designing The "Perfect Financial Product" What Would It Look Like?

Episode 65: If You Were Designing The "Perfect Financial Product" What Would It Look Like?

Episode 65 Published 3 years ago
Description

If you could design the perfect financial product, what features would you include? What would you want to get out of it? What would you want it to do for you?

This week, Dave and Paul discuss their perfect financial product and cover some of the benefits that you should be looking for as well as why they should be important to you. Don’t settle for what the mainstream tells you to do - tune in and unlock the blueprint to your very own perfect financial product!

Episode Highlights:


0:00 - Introduction

0:29 - Episode beginning

3:06 - Intro to today’s topic

5:04 - If you could design the perfect financial product

9:01 - Liquidity, guaranteed value, taxes

12:49 - Volatility and predictability

15:23 - I want this financial product to create an income for me

20:49 - Control

24:12 - No hidden fees or penalties

27:17 - Reputability and privacy

31:45 - Episode wrap-up


ABOUT YOUR HOSTS:


David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

 

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

 

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

 

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

 

Catch up with David and Paul, visit the links below!

 

Website: 

 

https://infinitebanking.org/agents/Fugere494

 

https://infinitebanking.org/agents/Befort399

 

LinkedIn:

 

https://www.linkedin.com/in/david-a-befort-jr-09663972/

 

https://www.linkedin.com/in/paul-fugere-762021b0/

 

Email:

 

davidandpaul@theibcguys.com


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