Podcasts

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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 financial planners)…

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Cut Through the Fluffy Marketing to Build 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…

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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…

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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…

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We’re Going on a Wealth Cruise October 2019

You’ll get to hear proven practices for wise Money management, strong Family Relationships and good Health from the McFie Family, Krish Dhanam and Dr. John…

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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…

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Life Insurance Lingo Made Easy

What’s the difference between direct and non-direct recognition? Does it matter? 🤷‍♀️ How does Re-insurance protect policy owners and beneficiaries? An inside perspective on Artificial…

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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 this special…

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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…

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When trying to get ahead can put you behind

A recent caller with maxed out credit cards 💳 wants to retire in 5 years by investing in Real Estate. 🏠 Is it possible? Listen to this…

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23 Pages | 221 Results

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