Podcast Episodes
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Ep. 38 - The Seen & Unseen of ROR
Nelson Nash would always talk about "the unseen", meaning, what can we do with our money that will produce an additional ROR above and beyond what th…
5 years, 11 months ago
Ep. 37 - Rolling 401K Money & Lump Sum Premiums
I received some good questions about if one can roll 401k money into a life insurance policy and if one can do a lump sum premium with that money. In…
5 years, 11 months ago
Ep. 36 - Is Debt Bad?
"Be debt-free. Owe no one any money." We hear this all the time, but is that truly the best? I talk about if all debt is either good or bad, that cas…
6 years ago
Ep. 35 - My Thoughts on the Market & Economy
In this episode, I share my opinions on the market advice we get from others, "hang in there", the 10% "penalty", what is happening in the economy ri…
6 years ago
Ep. 34 - Client Interview: Randy Morris
I am so excited to have my client, Randy Morris, on for today's podcast interview. Randy lives in Kansas and not only has some great insight on the I…
6 years ago
Ep. 33 - Buying and/or Selling Strategies
So many people think the only option to buy is by going to the bank and borrowing money. Many who want to sell don't sell because of capital gains an…
6 years ago
Ep. 32 - Multiple Policies and No Plan is Perfect!
So many people want to get this right the first time. They only want one policy that can do it all for their whole life. I talk about the fact that t…
6 years ago
Ep. 31 - Why We Need Higher Interest Rates
Before you go yelling at me, just take a minute to listen in and think about what is really happening in a low interest environment. Savers are being…
6 years, 1 month ago
Ep. 30 - Why Don't I Get Access to All My Money Year One?
In this episode, I talk about the upfront cost of starting a whole life policy and why we have a broken thought process and need to think long term. …
6 years, 1 month ago
Ep. 29 - Premiums Equal Income
R. Nelson Nash suggests this in his book, and it's a topic that has gotten lots of attention lately. I address my feelings about this and the need fo…
6 years, 1 month ago