Podcast Episodes
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Ep. 52 - Premium is the Solution
Many do not want to pay premium or want to pay the smallest amount they can. That is broken thinking; premium is the solution, not the problem. The p…
3 years, 10 months ago
Ep. 51 - 401K Trick and Saving to Retirement
There may be a trick to getting your match and getting the money out without penalty. Also, if you are 30 years old and being told you can save your …
3 years, 10 months ago
Ep. 50 - Owning Policies on Other People
We have had a lot of questions lately on who owns the policy and controls and pays premium. This can be confusing, so I break it down as best I can.
…3 years, 10 months ago
Ep. 49 - Marriage & Money
Let's talk about what so many couples avoid talking about to their detriment: MONEY. Couples need to communicate effectively about money, yet most do…
3 years, 11 months ago
Ep. 48 - Cash Flow
So many people talk to me about what to do for cash flow. Here is what I am looking at and listening to regarding this issue.
Audio Production by Pod…
3 years, 11 months ago
Ep. 47 - Policies on Kids & 529 Plans
Many want to create college funds in kids' policies. In this episode, we talk about what that looks like, how life insurance is now or later, creatin…
3 years, 11 months ago
Ep. 46 - BYOB Review: Use It or Lose It
So many people think IBC is about rates of return when it's really about a thought process and human nature. In this episode, I talk about why it's s…
3 years, 11 months ago
Ep. 45 - Liquidity of Money is Important
Doing a 15-year mortgage to save money on interest could be hurting your actual income and cash flow for retirement. Don't get caught up in the rates…
4 years ago
Ep. 44 - Compartmentalizing Money
Separating money into different accounts is not necessary if you are an honest banker and pay yourself back. In fact, it could be keeping you from cr…
4 years ago
Ep. 43 - Financial PTSD Causing You to Avoid Money Issues
Having financial strain is hard on many levels, but avoiding that issue is not going to solve that problem. Here I have come up with my own term, Fin…
4 years ago