Podcast Episodes

PPR 253 Deal of The Week - Patience Pays

Season 8 Episode 253

A friend of mine came to my car show recently in a "new" BMW M3. He had always talked about wanting an M3 so I was excited for him when he pulled in. The car was beautiful and had all the options he …

Published on 3 weeks ago

PPR 253 Watch Your Step - Life Insurance by Default

Season 8 Episode 253

Millions of Americans are blessed to still have a pension to look forward too in retirement. What they don't realize is that there may be a big life insurance premium embeded in their retirement inc…

Published on 3 weeks, 1 day ago

PPR 253 The LLC Protection Myth Music Edition

Season 8 Episode 253

Understanding Inside Out vs Outside In Liability is the key to property Asset Protection So , I want to share a quick visual with you if you're not watching this on Get an LLC you got to protect you…

Published on 3 weeks, 2 days ago

PPR 253 FOUR FROGS ON A LOG

Season 8 Episode 253

At some point, I think we have all been guilty of deciding to take action or committing to make a change and failing to act. Unless we actually get off the log, we never move forward.

Thanks to the …

Published on 3 weeks, 3 days ago

PPR 254 WYS - Prop 19 is That Bad

Season 8 Episode 254

Just when you thought California could not do more to make people want to move to another state - we pass Proposition 19. In my humble opinion, Prop 19 is one of the worst tax grab I have seen.

T…

Published on 3 weeks, 4 days ago

PPR 254: After The Accident

Season 8 Episode 254

Optimizing retirement income doesn't happen with a product like investments, life insurance, 401k, real estate or annuities. None of these things by themselves will help you maximize retirement incom…

Published on 3 weeks, 5 days ago

WYS - Call Center Life Insurance

Season 7 Episode 256

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement inco…

Published on 3 weeks, 6 days ago

WPTV - Family Foundations Hidden in Plain Site

Season 7 Episode 256

The moral of the story is "The Rich Don't Pay Taxes" like everyone else because they work with teams like mine.

Thanks to the death of private pensions, the devaluation of Social Security benefits an…

Published on 4 weeks ago

Deal of The Week - Wardrobe Malfunction

Season 7 Episode 256

Our economy is consumer driven which means that without people spending money on consumable and disposable things, the economy grinds to a halt. We have been conditioned not to associate or compare c…

Published on 4 weeks, 1 day ago

Quick - Take Financial Literacy

Season 7 Episode 256

According to a 2020 KeyBank Financial Wellness Survey, 75% of Americans consider themselves financially savvy, but 36% don't know how, or prefer not, to answer basic financial literacy questions. We …

Published on 4 weeks, 2 days ago