Avsnitt
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Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Connect with Roccy:
Schedule a call: https://bit.ly/RoccyFreeConsultation
Read Roccy's Bad Advisors Book: https://bit.ly/BadAdvisorsDownload
OnPointe Risk Analyzer - https://roccy.net/risk-assessment-software/
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Saknas det avsnitt?
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Connect with Richard:
Want to read his book? https://a.co/d/38bjgOr
Listen to his podcast - https://www.wealthwithoutbaystreet.com/
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WATCH THE FULL DEBATE - https://youtube.com/live/Fgt1k-PpEbE
Learn more about BetterWealth: https://betterwealth.com
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15 Vs 30 Year Mortgages - https://youtu.be/ihEhxeW4x44
Connect with Truth Concepts:
Learn More - https://truthconcepts.com/
Truth Training - https://truthconcepts.com/truth-training/
Busting Interest Rate Lies Book - https://a.co/d/4oWBUmm
https://www.youtube.com/user/TruthConcepts
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WATCH THE ORIGINAL VIDEO WITH @jaketran - https://www.youtube.com/watch?v=1vZsxpqbngo
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0:00 - Intro
0:39 - Overview
3:58 - How the Wealthy Hide Their Money
8:00 - Own Nothing and Control Everything
14:40 - Explaining Trusts and Estate Planning
21:40 - Tax-Free Growth? False.
29:12 - Life Insurance Benefits
31:13 - You Make The Decisions. The Power of Having Options.
37:03 - Final Thoughts
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Schedule an appointment with the Robin Glen team: https://calendly.com/aldenarmstrong/aacc1
Check out the Robin Glen podcast, “Planning Reimagined”, visit: https://www.robinglen.com/podcast
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Do you have clients with high
federal student loans? Click Here:
https://www.studentloantutor.com/partners/financial-partnership-d
Need Help With Your Student Loans? Click Here:
https://www.studentloantutor.com/d-home
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00:00:00 Intro
00:01:26 Meeting Chris Naugle
00:06:08 Brent's Background and Discovery of Infinite Banking
00:08:54 $1M in Debt
00:11:12 What Convinced you of IBC?
00:15:28 How he paid off $1M using life insurance
00:19:08 Life Insurance Vs High-Yield Savings Account
00:26:17 List of benefits of Whole life insurance
00:33:12 Caleb's scepticism
00:41:52 Risk analysis - Investing with Infinite Banking
00:55:44 What happens if you run out of money?
00:58:43 Creating a legacy
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Check out Dan's channel - @GreenPayStackers
00:00:00 Intro
00:02:23 Dan's background & opinion on overfunded whole life
00:12:13 Dan's Personal Story
00:24:00 Final Expense & Return of Premium
00:29:12 The Debate Begins!
00:36:18 Caleb's Rebuttal & Positive case for Overfunding
00:49:12 Dan's mind starts to change
01:03:47 "Did I change your mind?"
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Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance
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Connect with Roccy:
Free consultation with Roccy: https://bit.ly/RoccyFreeConsultation
Read Roccy's Bad Advisors Book: https://bit.ly/BadAdvisorsDownload
00:00 Introduction to the Debate
01:13 Roccy DeFrancesco's Background
03:37 Why Cash Value Life Insurance?
06:01 Understanding Cash Value as an Asset
08:27 The Problem with IUL Illustrations
10:52 Comparing IUL and Whole Life
13:18 Infinite Banking and Early Cash Value
18:06 The Truth About IUL Loans
20:26 Why Whole Life Agents Hate IUL
27:43 Addressing IUL Critics
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Speak with Daniel: https://calendar.danielrondberg.com
Daniel's YouTube: https://www.youtube.com/c/DanielRondberg
Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance
Want Whole Life Insurance Education? Go Here: https://bttr.ly/vault
00:00 - 02:32: Introduction and Unique Opportunity in Retirement Planning
02:32 - 04:52: Importance of Thinking Outside the Box for Fixed Income Savers
04:52 - 07:16: Impact of Interest Rate Changes on Retirement Planning
07:16 - 09:35: Real-Life Example of Boosting Retirement Cash Flow
09:35 - 11:56: The Power of Combining Annuities and Life Insurance
11:56 - 14:21: Addressing Liquidity Trade-Offs and Maximizing Legacy
14:21 - 16:45: Exploring Alternative Scenarios and Customization Options
16:45 - 19:02: Creating Options Through Permanent Life Insurance
19:02 - 28:24: Real-Life Stories: Impact of Creative Retirement Strategies
28:24 - 39:56: Encouragement to Explore Creative Financial Solutions
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Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance
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Want to Download the Cease & Desist? Read Here: https://bit.ly/CurtisRayCeaseAndDesist
0:00 - Overview
5:17 - Reviewing the Cease & Desist
18:17 - $10,000 Fine
22:46 - MPI Calculator
23:50 - Special Update on Curtis Ray
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oin Bobby's Newsletter - https://lifeproductreview.com/
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Read the letter from Curtis Ray's legal team - https://bit.ly/DefamationLetter
0:00 - Why He Threatened To Sue Me
10:47 - Reviewing the Letter From His Legal Team
32:48 - What I'm going to do next (My 3 options)
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Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance
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Read Walter's Book Here: https://a.co/d/be5UNny
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Want To Work With BetterWealth? Click Here: https://betterwealth.com
Learn More About Lifetime Income Process: https://www.lifetimeincomeprocess.com/
In this podcast, Dave Anderson uses an advanced calculator & graph to show why 95% of financial models, regardless of age or income, will fail in retirement.
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- Visa fler
