Podcast Episodes

Ep. 232 - The Truth About Becoming an Agent

In this episode, Mary Jo and Tarisa dive into the realities of being a life insurance agent, addressing the industry's complexities and the challenges that new agents face. They discuss the importanc…

Published on 2 months, 2 weeks ago

Ep. 231 - Concept Over Numbers

In this episode, Mary Jo and Tarisa tackle a common question about financial strategies: whether to 'buy term and invest the difference' - or to choose a dividend paying whole life policy, and to imp…

Published on 2 months, 3 weeks ago

Ep. 230 - Avoiding Taxes

Some of the worst advice we ever get is to avoid taxes. In this episode, I run through some numbers of why it truly does not make sense to buy things to avoid taxes; we just transfer money to the ban…

Published on 2 months, 4 weeks ago

Ep. 229 - Don't Be a Shitty Bank Owner

In this episode, Mary Jo discusses common issues faced by clients, such as unnecessarily canceling policies or being misled by other agents into switching policies. She stresses the necessity for con…

Published on 3 months ago

Ep. 228 - Proof Universal Life Lapses

In this episode, Mary Jo we delves into the complexities and risks associated with universal life insurance policies, using a real-life client scenario to illustrate the issues. This example serves a…

Published on 3 months, 1 week ago

Ep. 227 - Cash Flow vs. Net Worth

Mary Jo explains why chasing net worth won't move you forward and why cash flow is what truly matters. She shows how using your money with purpose can open the door to real freedom and momentum.

Audi…

Published on 3 months, 2 weeks ago

Ep. 226 - Scarcity Thinking is Killing Your Wealth

Scarcity thinking might feel safe, but it's quietly sabotaging your financial future. In this episode, Mary Jo unpacks how emotional baggage, financial PTSD, and debt-free obsession can block real we…

Published on 3 months, 3 weeks ago

Ep. 225 - The High Cost of Doing it All Yourself

In today's episode, Mary Jo calls out the chaos in blue-collar businesses and makes a clear case for hiring help. If you're in the trades and tired of missed calls, poor communication, and 70-hour wo…

Published on 4 months ago

Ep. 224 - Prepare for Partnerships to Die

What happens if your partner or key employee dies? Mary Jo shares why buy-sell and key man policies are a must to protect your business.

Audio Production by Podsworth Media - https://podsworth.com 

Published on 4 months, 1 week ago

Ep. 223 - Codie Sanchez Meets Infinite Banking

Mary Jo and Tarisa discuss Codie Sanchez's business-buying strategy and how infinite banking can take it even further. Discover why funding through your own system changes the game.

Audio Production …

Published on 4 months, 2 weeks ago