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Best Lifeinsurance podcasts we could find (updated November 2019)
Best Lifeinsurance podcasts we could find
Updated November 2019
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It all begins with savings and cash flow! Most people play the dangerous game of chasing after outrageous returns risking all their money in aggressive joint ventures, real estate, and the stock market. Stop what you’re doing and LISTEN so we can show you how you really can enjoy today AND can have a way wealthier tomorrow.
 
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Wealth Talks
Weekly
 
Wealth Talks podcast is an educational podcast that helps you build Wealth in all areas of your life. Increase your Financial IQ, develop personal growth, and create a lasting legacy all while getting exposed to the strategies that successful people are using. You’ll get actionable strategies and intelligence that you can immediately put to use to start creating real and lasting generational wealth. See more on our website: https://www.life-benefits.com/podcasts
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
THE REAL MONEY PROS, formerly Idaho's Money Show Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros. The Real Money Pros is hosted collaboratively by experts who specialize in investing, financial planning, estate planning, taxes, insurance, and every other profession you can think of to help you grow and keep wealth. Plus, we make it fun. We'll help you know good advice from bad - Particularly when everyone seems to want a piece of your money. Th ...
 
EON Financial Group SMSF Podcast brings you a weekly interview with an industry professional or a successful trustee to help you make better decisions for your super fund. We aim to compound your knowledge to help you achieve better results from your fund.
 
On this podcast we talk about innovations in life. That is, we talk about innovating the life insurance industry through technology for sure – that’s Insurtech. We also talk about business innovation in general, and innovations in living – that’s the business of you. Whatever you are doing, wherever you are in life, innovation is the key – to moving forward, and staying ahead in life and business. So we also explore the personal and professional bits that make you tick and continue innovatin ...
 
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show series
 
Financial advisors Brian Wiley and Jeremiah Bates sit down to talk about what effect a presidential impeachment might have on the markets and take calls from many listeners to take a local pulse. Ultimately, fear and emotions are bad for investors. Remove that, and find a bit of peace of mind. Don't and see how you fare. Brian Wiley, Financial ...…
 
Do you know how the sequence of returns work? Whether you do or don’t, Ken will shed light on this subject and all about the different strategies available to help you plan for retirement and how to become a “contrarian thinker”, so stay tuned and enjoy! Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finan ...…
 
A big congratulations to Steve Rausch and his beautiful wife Molli on their healthy baby boy! (Steve will be back later in the month) Financial advisor Brian Wiley sits down with CAP Hazen Armstrong to talk taxes! What's going on with the cannabis and banking industries? Show regular Steve Marsh of Medical Plans of Idaho calls in to ask whether ...…
 
Did you know, that a withdrawal from any type of Universal life insurance policy, is substantially different than a withdrawal from a Whole life insurance policy? Policy loans may also affect universal life insurance and whole life insurance products differently. On this show you’ll hear what you need to know about policy loans and withdrawals. ...…
 
Did you know you could invest based on your personal values? Jake Rivas explains how to craft a portfolio based on the ideas and values important to you. This could be important current events or even deeply held beliefs. Jake provides three main concepts to help you solidify your approach when selecting companies to invest in. Have questions a ...…
 
In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates sit down to discuss some recent ways Tree City Advisors have been able to help non-clients in important, if not at all lucrative ways, and why referrals to trusted professionals are so valuable. Then, "buy low, sell high" is a well-known turn of phra ...…
 
In this solo show, financial advisor Brian Wiley simply wants to know what listeners think about growth, traffic, and whether you're from Idaho or yonder. Great calls. Brian Wiley, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com…
 
In this special episode, financial advisor Brian Wiley and attorney Steve Rausch engage Diane Wilson of MySocialSecurityAnalyst.com to learn more than anyone thought possible about Social Security. There is so much invaluable information in this episode. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalc ...…
 
Increasing your income does not have to mean paying more in taxes. Listen as The Engineer of Finance shares several strategies to decrease your income taxes, and increase your retirement income. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independe ...…
 
In this solo show, financial advisor Brian Wiley discusses education spending and garbage-in/garbage-out as it relates to considering the next generation, and the teachers in their classrooms. A listener calls in to offer his thoughts. Then, the markets have posted massive gains this week - will the bull ever take a rest? Is how, to what extent ...…
 
Today a guy in an RV and a cosmopolitan financial planner (that’s Kirk and Jake of course!) are going to talk to you about something more Americans wish they would be: adventurous. Specifically, they wish they could be more bold. What on earth does financial planning have to do with boldness? That is what we will be discussing. We focus in on p ...…
 
Conversation with Krish Dhanam and Dr. John Bergman highlighting some of the wonderful experiences and content from the 2019 Wealth Cruise.🚢 From financial wealth building to world views and knowledge for cultivating physical health and well-being, this cruise reflects a recognition that humans are tridimensional in nature with Mental, Physical ...…
 
In this compelling episode, financial advisor Brian Wiley sit down to discuss the current market highs, and the possibility of a not-so-dramatic Recession Light. The conversation goes on a tangent when a listener calls in with deep concerns about an intellectually disabled brother who may have been taken advantage of by a financial advisor. Lis ...…
 
In this short show, financial advisor Brian Wiley and attorney Steve Rausch discuss their recent meeting with Idaho Dept. of Insurance head Dean Cameron. Learn what Dean's doing to further protect Idahoans, and Americans from bad guys, and his efforts to better regulate a massive industry. Brian Wiley, Financial Advisor www.treecityadvisors.com ...…
 
Financial Advisor Brian Wiley sits down with insurance expert Steve Marsh to discuss open enrollment, how to get the best insurance you can afford, and what the cutoff limits are for the ATPC. Then, an origin story from Brian, and a vocabulary lesson from the past. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Marsh, Medical Ins ...…
 
Ken talks with Don Graves, who is a RICP®, CLTC®, CSA® Certified Senior Advisor, President and founder of the Housing Wealth Institute, author, and Instructor of Retirement Income at The American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning. ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss Brian's impending meeting with Dean Cameron of the Idaho Dept. of Insurance and Western Director of the National Association of Insurance Commissioners. Brian is on a mission to protect the elderly from predatory insurance! Then, a listener calls in with a question abou ...…
 
In this recent Wall Street Journal article, the authors give a breakdown of three generic pieces of financial advice we all get in America, and why they may not be the best for you. Jake and Kirk discuss each of them and give you new ways to look at your financial life. For instance, we may want our children to go to college and our parents enc ...…
 
🗓 Open Enrollment for Health Insurance starts Friday November 1st running through December 15th 2019. Special guest Jack Hooper from Take Command Health shares 2 new HRAs available for businesses in 2020 - ICHRA and EBHRA in addition to QSEHRA from 2017. Acronym Definitions: ICHRA = Individual Coverage Health Reimbursement Arrangement EBHRA = E ...…
 
In this solo show, financial advisor Brian Wiley puts on his philosopher hat to talk about love (and its opposite), emotions, and when indifference is a good thing. Brian Wiley, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.comBy The Real Money Pros
 
Financial advisors Brian Wiley and Jeremiah Bates sit down to talk about the Millennial population(73m) inching out Baby Boomers (72m) and what that means for the financial sector. Then, Brian and Jeremiah discuss what it will take to make younger generations hip to investing in the wake of a generation who mistrust technology and innovation. B ...…
 
In this special, Brian-less episode of The Real Money Pros, attorney Steve Rausch and financial advisor Jeremiah Bates sit down with insurance expert Steve Marsh to discuss Medicaid expansion in Idaho, the ins and out of Open Enrollment, and end-of-year strategizing for all walks of American life. A listener calls in with questions about Medica ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the complicated job of business valuation. Who does what? Who knows the real value of a couch, or a partner's work? There are many nuances in this process and myriad differing opinions in how a proper valuation is calculated. Brian Wiley, Financial Advisor www.treecitya ...…
 
It's tax season, so in today's episode, Ken will dive into the tax world. He talks about the tax structure and what to do when you have high rates of tax revenue. Stay tuned and listen to Ken's insights! Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially ...…
 
Financial advisors Brian Wiley and Jeremiah Bates sit down to discuss the College Admissions Scandal, and why Americans are so upside down in their views of regressive taxation. Then, a discussion of problem solving and triage, and some great questions from listeners. Brian Wiley, Financial Advisor www.treecityadvisors.com Jeremiah Bates, Finan ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the Idaho Legislature's recent preliminary property tax discussion. Brian shares a story of neighborly help when a tree falls in the North End. Then, a listener calls in with questions about his SEP IRA - an interesting conversation ensues. Brian Wiley, Financial Adviso ...…
 
It turns out that each generation has a different view of when someone becomes an adult. When do you think a person has become an adult? Jake and Kirk discuss the various ways generations think about adulting and how to be an adult. Is the millennial generation really taking the longest to become an adult or are they on the same track as the ba ...…
 
In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates discuss the sad, scary story of a good man taken by a local shyster. Brian Wiley, Financial Advisor www.treecityadvisors.com Jeremiah Bates, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com ...…
 
Financial advisor Brian Wiley sits down with insurance expert (and birthday boy!) Steve Marsh from Medical Plans of Idaho to discuss the ins and outs of the ATPC, open enrollment, employer plans, and more. Brian answers a listener email about a child entering the workforce, and which kind of insurance might suit him best. Brian Wiley, Financial ...…
 
Financial advisors Brian Wiley and Jeremiah Bates sit down with Riley Wilcox of Guardian Estate Sales to discuss the ins and outs of helping families sift through a loved one's home after they've died. Unsurprisingly, most of us have an inflated value of the things we hang out to - some more than others. To paraphrase Mr. Wilcox, unless the kin ...…
 
In today's episode, Ken Greene revisits some previous concepts to help you understand 529 plans and other strategies for saving for college, retirement, and qualified plans in general that can be useful no matter what stage you are in your life! Stay tuned, and listen to Ken's insights! Ken Greene transitioned from being a Professional Engineer ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down with CPA Hazen Armstrong to discuss what happens if you don't file a tax return before the deadline. Then, FAFSA is a dirty word to many people: did you know that there are many practical planning options for those applying for financial aid? Knowledge is power! A listener calls i ...…
 
🗞Everything you need to know, and probably more than you’ll ever need to know, about Indexed Universal Life Insurance (IUL). Universal Life Insurance has been promoted since the 1970’s. IUL insurance is even more recent, but still based on the same idea of buying term insurance and investing the difference. If you like risk, fees, a possibility ...…
 
19 out of 20 Americans with a 401(k) are paying fees of some sort whether they know it or not. 😰 Even if the account, or advisor, does not charge a management fee, there are usually fees hidden in various ways. If you know these fees are present you can figure out how to deal with them, overcome, or avoid them strategically. Just don’t be a suc ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch consort with medical care cost conundrums. What is medically necessary? What should taxpayer dollars be funding? What is the bigger picture of these decisions? Brian and Steve take a holistic approach to these controversial conversations and how they could affect taxpayers. Brian Wiley, Fi ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch discuss volatile markets, global conflict, and what to do when you want to leave a legacy but not be taxed for it. Should you gift assets from your trust? What do you need to be aware of? Steve talks about what to look out for when you’re creating a trust to leave a legacy to your family a ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the potential transfer of Federal lands management to the State of Idaho - is this state's rights or quasi- socialism? A listener calls in to discuss the East coast West coast dichotomy and offer a brief history lesson. Then, the boys get a little off topic with a discu ...…
 
In this solo show, financial advisor Brian Wiley discusses Pacific Gas & Energy (PG&E) and the real life woes their foibles are causing for California residents. A listener calls in with a question about re-titling his Joint investment account to a Trust account, which leads to a deeper conversation about the need to plan early, and keep curren ...…
 
Ken switches gears on this special episode to put his awesome co-host, Tammi Brannan, in the spotlight. They talk about how they first started working together, the principles of Tammi’s Blueprint Process, and how Ken has benefited from it in his business and his podcast itself! Ken Greene transitioned from being a Professional Engineer (P.E.) ...…
 
In this very special live remote, financial advisor Brian Wiley, attorney Steve Rausch, CPA Hazen Armstrong, and Junior Achievement Idaho President & CEO Sean Evans sit down to discuss a bit of stock market history and workings; passive income; and exactly what Junior Achievement is doing for students all around Idaho. A big thank you to Junior ...…
 
Best known as a billionaire tycoon and a hostile corporate takeover entrepreneur, T. Boone Pickens was an amazing person with great financial sense. But in 2008 one of his ideas crashed. Pickens had helped Oklahoma State University buy life insurance through Premium Financing. After the 2008 crash T. Boone Pickens stepped in personally to bailo ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch talk about what to look for in employer organizations and pensions. What happens when companies like GE and HP can’t pay their promised employee pensions, and will there be Social Security for the Millennial generation? Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, ...…
 
“The fix to Public Service Loan Forgiveness hasn’t Helped very much” More than 54,000 people have applied for their public service loan forgiveness, and only 1% (around 640) have had their loans forgiven. This forgiveness program was initiated a little over 10 years ago. The program would begin forgiving loans 10 years later, and that is where ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the effect social media can have on your business. No one leaves a good review, but they'll tell 100 people about bad service. A caller asks about rolling an old 401(k) into her PERSI and Brian gets excited to tell her an early retirement might be possible. Then, a horr ...…
 
In this solo show, financial advisor Brian Wiley discusses October Volatility and what the potential impact of an impeachment might have on the markets. Emotional tolerance in investing is paramount - where are you on the risk scale? With planning, goal setting, and a good advisor, anyone is capable of changing their mindset on money, if they t ...…
 
In today's episode, Ken Greene shares his awesome story about what was involved in becoming a professional engineer, and how he uses his engineering mindset in the finance world, so stay tuned and enjoy this episode! Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help others become ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch have a question for listeners: How would impeachment change your economic outlook? The market is showing some small warning signs of a slowdown in the supply chain. How might an impeachment effect the market? Listeners weigh in, and ask some interesting questions. Brian Wiley, Financial Ad ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to make an investor's case for teacher pay increase. The Master's credit provides qualified educators with a $4,000/year bonus, but not everyone sees the value. Brian says, "garbage in, garbage out" - teachers aren't simply "glorified babysitters" when today's students are tomorro ...…
 
Today is #InternationalPodcastDay! And we have a winner for the Beats Solo3 Wireless headphones - announced during this show. Thank you for participating in the WealthTalks celebration sharing your favorite podcast shows! And some of you went above and beyond sharing more on how you use your policies + asking questions for the WealthTalks show ...…
 
Brian Wiley and Ataraxis CEO Steve Cilley sit down with Molly Maid of Idaho's co-owner Stephanie Camarillo to discuss her journey from state government and international business to running a highly successful franchise with husband Enrique. This is a great interview, and Stephanie offers insightful commentary on enjoying freedom from bureaucra ...…
 
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