Podcast Episodes
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Should You Defer Taxes or Keep Your Money and Never Pay Tax Again?
Deferral has been called "magic" 🎩 in the financial world. Deferral can help you accumulate more money, but will it actually provide you more money t…
6 years, 8 months ago
Recover the Cost of Caregiving by Family Members
Did you know that nearly 3 out of every 10 people provide care for chronically ill, disabled or aged members of their family? 😨 It's true, and more t…
6 years, 8 months ago
Financial Freedom for you Retirement Income Strategy
Happy Independence Day! 🇺🇸 It's a great time to consider how you exercise your Financial FREEDOM.
Financial planning used to be simple. Today there a…
6 years, 8 months ago
Why You Don't Want to Buy Term and Invest the Difference
A L Williams popularized the concept of "Buy Term and Invest the Difference" in the 1970's. When market returns are looking good this concept seems t…
6 years, 9 months ago
Life Insurance Policy Loans to pay Premiums – Should You DO This?
Catch this Special Interview with Alex. Alex contacted our office for some policy reviews after his agent told him "let policy loans pay your premium…
6 years, 9 months ago
Stock or Mutual Insurance Company?
Most public facing insurance companies today are organized as stock-held companies. 🏢 Many mutual carriers have reorganized as mutual holding compani…
6 years, 9 months ago
Can You Really Make Money by Taking a Vacation?
Some gurus say you can "make money" by taking a vacation financed by a policy loan, but is this really true? 🤨
Taking a vacation is an obvious expens…
6 years, 9 months ago
What Type of Life Insurance Do You Really Want?
Some advisors tell you to Buy Term Life Insurance and Invest the Difference, but there is a better way (no secret). 🤔
Some advisors tell you to Buy U…
6 years, 10 months ago
Are You Managing Risk by Hiding It Instead? Don't let this Bite You!
Did you know, that successfully avoiding risk can be more important to your wealth than finding great returns? ⚠️ But most people (including financia…
6 years, 10 months ago
Cut Through the Fluffy Marketing to Build Your Wealth Securely
You will hear all sorts of fluffy marketing terms when it comes to building wealth with life insurance. 🎧 Listen for tips on how to cut through to th…
6 years, 10 months ago