Podcast Episodes

An Interview with one of our Clients

Tom and John are joined on Wealth Talks by Dr. Steve Hryszczuk.

Dr. Hryszczuk, a Life Benefits client for many years, has carefully managed his policies to successfully invest in real estate as well …

Published on 4 years, 4 months ago

Questions from the Listeners

Today's episode is all about answering questions from you and others who listen to WealthTalks.

From questions about serving clients in different geographical locations, to strategy and policy design…

Published on 4 years, 5 months ago

This Guy was a Crook

Recently there was an agent who was claiming to help people with the Infinite Banking Concept. Instead, he was swindling them.

On today's episode Tom and John break down this guy's swindling setup, t…

Published on 4 years, 5 months ago

Protecting your Retirement

People are outliving their money, leaving themselves broke in their retirement. It isn't solely because they aren't saving enough, it's also because they are saving in the wrong places.

In today's ep…

Published on 4 years, 5 months ago

The Key to Wealth

In 1993 Shawn Tully wrote an article in Fortune Magazine entitled The Real Key to Creating Wealth. The concept of Economic Value Added (EVA) which Tully described changed the way the corporate world …

Published on 4 years, 5 months ago

Buy-Sell Agreements for Business Partners

If you have business partners or plan to enter a business with partners, this show is important for you. If one partner dies or needs to exit your venture, you need to be able to protect your assets …

Published on 4 years, 6 months ago

Going back to the future

10 years ago, Prescription for Wealth made its debut. This small book has stood the test of time, challenging the complex financial schemes of our day with simple truth.

Later books, Winning Your Fin…

Published on 4 years, 6 months ago

Eliminating the Step-Up in Basis?

The step-up in basis or stepped-up basis allows property and businesses to be passed to the next generation without a tax on the appreciation.

Biden's new tax plan depicts removing the step-up basis.…

Published on 4 years, 6 months ago

Is Poverty Rising?

Poverty has always existed and always will. Despite the "War on Poverty" (the most monetarily expensive war), poverty rates in America have been steadily on the rise.

This should, perhaps, come as no…

Published on 4 years, 6 months ago

A Costly Comparison

Recently we've had a few Indexed Universal Life policy contracts come across our desk for review. As part of our review process, we calculated the cost of insurance in these policies and compared it …

Published on 4 years, 7 months ago