Podcast Episodes
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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 challenge…
4 months, 3 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 choo…
5 months 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…
5 months, 1 week 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 swit…
5 months, 2 weeks 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 scenar…
5 months, 3 weeks 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 ca…
5 months, 4 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, financi…
6 months 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 o…
6 months, 1 week 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 Produc…
6 months, 2 weeks 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 y…
6 months, 3 weeks ago