Podcast Episodes
Back to SearchLife insurance policy loans and withdrawals (tax consequences and details your agent may not have told you)
Did you know, that a withdrawal from any type of Universal life insurance policy, is substantially different than a withdrawal from a Whole life insurance policy? Policy loans may also affect univers…
Published on 6 years, 1 month ago
Special Interview on the Wealth Cruise with Dr. John Bergman and Krish Dhanam
Conversation with Krish Dhanam and Dr. John Bergman highlighting some of the wonderful experiences and content from the 2019 Wealth Cruise.🚢
From financial wealth building to world views and knowle…
Published on 6 years, 1 month ago
New Health Insurance Options for 2020
🗓 Open Enrollment for Health Insurance starts Friday November 1st running through December 15th 2019. Special guest Jack Hooper from Take Command Health shares 2 new HRAs available for businesses in …
Published on 6 years, 1 month ago
Indexed Universal Life Insurance (IUL): How it Works and What You Need to Know
🗞Everything you need to know, and probably more than you'll ever need to know, about Indexed Universal Life Insurance (IUL). Universal Life Insurance has been promoted since the 1970's. IUL insurance…
Published on 6 years, 2 months ago
Free is Never Free because there is Always a Cost
19 out of 20 Americans with a 401(k) are paying fees of some sort whether they know it or not. 😰 Even if the account, or advisor, does not charge a management fee, there are usually fees hidden in va…
Published on 6 years, 2 months ago
T Boone Pickens and Premium Financing with Oklahoma State University
Best known as a billionaire tycoon and a hostile corporate takeover entrepreneur, T. Boone Pickens was an amazing person with great financial sense.
But in 2008 one of his ideas crashed. Pickens had …
Published on 6 years, 2 months ago
4 Financial Questions answered and the #InternationalPodcastDay Winner Is...
Today is #InternationalPodcastDay! And we have a winner for the Beats Solo3 Wireless headphones - announced during this show.
Thank you for participating in the WealthTalks celebration sharing your…
Published on 6 years, 2 months ago
How to Maximize Policy Growth
How do you maximize growth in your policies (and outside your policies) with strategies like the Infinite Banking, Bank On Yourself or The Perpetual Wealth Code™?
This can depend partly on how your…
Published on 6 years, 3 months ago
How to "Budget" for Your Prosperity and Wealth
Many budget systems give you a good feeling as you start, but cannot produce the sustainable results you need to build real prosperity. As an example take Senator & Presidential candidate Elizabeth W…
Published on 6 years, 3 months ago
Becoming Wealth Fit with special guest and client Dustin Matthews
Special guest Dustin Mathews from WealthFit has seen people MAKE a lot of money in the Speaking & Marketing world, but KEEPING that money is another story - they usually don't. Yes, there are shootin…
Published on 6 years, 3 months ago