Podcast Episodes
Back to Search
How are Numbers Looking on Actual 2018 Tax Returns?
Are you having to pay more income tax for 2018 than you planned?🇺🇸 Jack Cohen CPA joins us for a quick interview to share what he's seeing as 2018 re…
6 years, 10 months ago
Should You Do a 1035 Exchange?
Similar to a 1031 exchange in Real Estate 🏘, a 1035 exchange lets you avoid tax and transfer your "cost basis" when exchanging life insurance policie…
6 years, 11 months ago
Vacation on the Wealth Cruise in October 2019
🛳 Come experience the Wealth Cruise Oct 19-26th 2019! Launching from Ft. Lauderdale, FL and touching ports in St Thomas, Grand Turk, Half Moon Cay, a…
6 years, 11 months ago
What You Should Know About Disability and Long Term Care Insurance
Wikipedia reveals 91 different types of insurance 😲 - many of them you will never need. Life Insurance gets high attention on this show with good rea…
6 years, 11 months ago
Life Insurance Lingo Made Easy
What's the difference between direct and and non-direct recognition? Does it matter? 🤷♀️ How does Re-insurance protect policy owners and beneficiar…
6 years, 11 months ago
Insurance Company Ratings and What they mean for You
Come behind scenes and hear the reasoning around insurance company ratings, portfolio management, dividends and what it all really means for you in t…
6 years, 11 months ago
Would You Take a 5% Average Rate of Return?
You will love this entertaining and useful example of a 5% average rate of return! 😯 And you'll never think the same way about AVERAGE returns again.…
7 years ago
When trying to get ahead can put you behind
When first hearing about The Perpetual Wealth Code™ you might wonder if you need to do something else first. Do you need to SAVE first? Or PAY OFF DE…
7 years ago
How to Keep More of The Money You Make
Recent questions reveal a natural perspective around using participating whole life insurance to build your wealth. Discover how policy loan interest…
7 years ago
A Huge Inheritance to Massive Debt and now Financial Freedom - Mark Dealy's Journey to financial success
7 years ago