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 and the lost income. In this episode, I go over other options of how to sell while reducing taxes, protecting the...
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 there is not a perfect plan out ther, we don’t outline a plan on day one, and it’s a continued learning...
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 punished and spenders are out of control, and so are the banks. If Nelson could make it at 23%, why are we screaming...
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. R. Nelson Nash talks about it in his book, “Becoming Your Own Banker”; we must THINK like a banker. We also...
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 for patience in implementing this strategy. Audio Production by Podsworth Media –...
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