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All posts by Cameron and Anthony
Maximizing YOUR Cash Flow in Retirement with the Dr of Retirement, Dr. Wade Pfau
In this week’s podcast, we discuss one of the biggest misconceptions clients (and advisors) make when calculating cash flow in retirement.
Continue readingHow to create GENERATIONAL WEALTH through Commercial Real Estate
Guest Steven Libman, Managing Partner of Integrity Holdings Group. We discuss how to create generational wealth through Commercial Real Estate and how he uses IBC to support his real estate investments
Continue readingBloodsuckers, Gofers & Clowns: Becoming Your Own Banker Part 7
In this episode we review pages 51 – 63 of Nelson Nash’s “Becoming Your Own Banker.” We dive deep into the equipment financing section where Nelson proves the more we use the policy the better it gets.
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Universal Life: The Inconvenient Truth about the “Other” Permanent Insurance
We advocate Whole Life Insurance with PUA (Paid-Up Addition) riders for some of our clients as a good place to store cash, as well as benefit from permanent life insurance. But what about Universal Life? Is that a good place to put your money? And if not, why not?
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Whole Life vs. Indexed Universal Life: What Insurance Agents and Financial Advisors Really Think
Have you ever wondered if a financial professional was selling you what is really best for you? In this post, we peel back the advice that agents and advisors give, not just to their clients, but to their colleagues about permanent life insurance, namely, whole life vs. universal life.
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The Power of Leverage: Three Reasons to Use Assets as Collateral
Perhaps you wondered to yourself, “But why would I WANT to leverage my assets or use them as collateral? Don’t I want them to be “free and clear”? But is that how the wealthy of the world operate!? Consider the following…
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The Leverage Test: Can You Use Your Assets as Collateral?
When you invest or store your dollars somewhere, it’s important to consider if – or on what terms – you can borrow them back should an urgent need for cash arise. It’s common for people to find themselves in financial situations they didn’t anticipate.
Continue readingKeith Yackey: How to Raise Private Money and Build “Relationship Capital”
In this episode we interview Keith Yackey, carpenter turned Real Estate Entrepreneur. Keith is the founder of Private Money Pro, the creator of the Private Money Process and has flipped over 700 properties, owned over 300 rentals, and raised close to $50M of private money. Keith peels back the curtain on raising Private Money and […]
Continue readingStop Trading Time for Money: Turnkey Rental Properties with Stu Grazier
Are you feeling stuck at your job and tired of trading time for money? If so, you need to listen to this episode where we interview Stuart “Stu” Grazier, co-founder of Storehouse 3:10 Ventures where he tells us about his success’ (and some failures) he’s made in real estate investing.
Continue readingThe CARES Act and how it applies to YOU and YOUR Business
In this week’s podcast, we discuss the recently passed CARES ACT; the single largest stimulus package ever passed by Congress. There are some phenomenal provisions in here and we want to make sure you understand what is available to you and your business. We are joined by the managing partners of the Las Vegas based […]
Continue readingFinancial Planning has FAILED, why one Certified Financial Planner did NOT to renew her designation
In this episode Kim Butler shares with us what led her to walk away from “typical” financial planning; including giving up her CFP designation and ultimately create the Prosperity Economics Movement
Continue readingCreating Passive Income with Turnkey Real Estate
Today we interview Liz Nowlin from Mid-South Home Buyers as we discuss Turn Key Real Estate. She explains what Turn Key Rental Properties are and why they are a great option for investors looking to create passive income. She highlights the process Mid-South goes through from finding a house, fixing it up, finding a tenant and ultimately managing it for their clients.
Continue reading“The Community”……What is it? And why you should join?
In today’s episode, we interview colleagues Russ Morgan and Joey Mure, co-founders of Wealth Without Wall Street.
Continue readingVirtual Open Office Hour: Concerns Regarding the Coronavirus Situation
Listen in on the Virtual Open Office Hour addressing client concerns regarding the Coronavirus situation. They address the five most common questions they been asked..
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Why We (and Batman) DO NOT Recommend IULs for Infinite Banking
Here you can watch video’s highlighting the math behind IUL’s, the differences in IUL illustrations vs WL illustrations, the costs in an IUL Policy as well articles from The Wall Street Journal, Bloomberg and a Warning from the State of New York regarding IUL Policies (and much more).
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