Budgeting

Wealth Talks

#Trading #Business #Banklifeinsurance #Bankonyourself #Becomingyourownbanker #Borrowfromlifeinsurance #Cashvaluelifeinsurance #Infinitebankingconcept #Lifeinsurance #Money #Perpetualwealthcode #Jesse McFie #Podcasting Education #Wealth Talks #IBC

22:42

Bob Stobener , a seasoned leader celebrated for his adept communication skills, has a unique perspective on improving communication as a means to foster understanding and collaboration. Drawing from his creative background in cartooning and strategic advertising at a successful comedy club, Stobener believes that effective communication is essential not only for resolving conflicts but also for enhancing personal and professional growth. He emphasizes the importance of listening and forming genuine connections, demonstrating how these practices can lead to positive outcomes, as seen in his ability to guide team members toward fulfilling career paths. By advocating for open and honest dialogue, Stobener illustrates how strong communication skills can support individual success and organizational excellence across various industries. (00:01:52) Communication Skills: Comedy Club to Corporate Success (00:14:21) Transparent Interactions: The Foundation of Leadership Success (00:14:21) Transformative Impact of Transparent Leadership Communication (00:19:41) Mastering Communication Skills for Multifaceted Success Hosted by Larry Wilson Produced by: Verbal Ninja Productions Producer: R. Scott Edwards Sponsored by: The Wilson Method **Check out NEW upgraded website with FREE offer !! Visit: https://theWilsonMethod.com Link: TheWilsonMethod.com…

about a year ago 21:02

MP3•Episode home

Are you bored with your budget? Are you tired of feeling frustrated and limited?

Budgeting doesn’t have to be boring. If you structure your budget the right way, you can feel free and creative instead of trapped.

To be effective, a budget has to be practical and also flexible.

Listen to this episode and discover some new creative ways to work your budget. Budgeting can be fun and extremely rewarding, if you do it the right way.

Listen to the Wealth Talks Podcast on:

Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163

Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8

Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu

Watch on YouTube: https://www.youtube.com/@wealth-talks-podcast

514 episodes

Budgeting

Wealth Talks

published about a year ago

MP3•Episode home

Are you bored with your budget? Are you tired of feeling frustrated and limited?

Budgeting doesn’t have to be boring. If you structure your budget the right way, you can feel free and creative instead of trapped.

To be effective, a budget has to be practical and also flexible.

Listen to this episode and discover some new creative ways to work your budget. Budgeting can be fun and extremely rewarding, if you do it the right way.

Listen to the Wealth Talks Podcast on:

Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163

Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8

Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu

Watch on YouTube: https://www.youtube.com/@wealth-talks-podcast

514 episodes

All episodes

1
Infinite Banking, Banks, and Insurance Companies 29:32

5 days ago29:32

29:32

Did you know that no insurance company truly 'does' Infinite Banking—but many offer the keys to unlock its potential? We'll break down how top life insurance companies offer policies that can unlock the power of infinite banking, even when they're not promoted that way. Learn about: What characteristics separate a good infinite banking policy from a standard life insurance policy. How dividend performance (PWLI) impacts a policy's long-term value and the mechanics of policy loans. Why some companies might discourage or limit these loans and the potential implications for policyholders. Mutual vs Stock company dynamics with Infinite Banking. Direct vs Non-Direct Recognition - interest rates / cash value growth. Riders available. Some companies offer PUA and term rider combination for high cash value…

1
Infinite Banking Confusion 31:24

12 days ago31:24

31:24

Much has been written, published and said about Infinite Banking. Sometimes it feels confusing to decipher what’s really accurate. If you ever feel confused, you'll enjoy this podcast. We're going to shed some light on popular misunderstandings surrounding Becoming Your Own Banker and The Infinite Banking Concept. Points of common confusion: Treating Infinite Banking as an Investment - Just looking at the ROR versus the Return of Money Viewing Infinite Banking as a product rather than a process Thinking of a life insurance policy as a bank. Trying to borrow money and repay it, just to make the policy grow better…

1
Infinite Banking Q&A 47:15

19 days ago47:15

47:15

Did you know you can earn a positive average rate of return and still loose money? ...You can! Can IBC be used well in this economic climate? It can, and we are... Ben shares an investment he is doing with The Infinite Banking Concept right now. We read through more reddit questions this week, and you'll get to hear about: The Nelson Nash Golden Rule 4 major reasons to own Whole Life Insurance A question about a Penn Mutual Policy plus more This is an episode you don't want to miss.…

1
Infinite Banking on Reddit 28:11

26 days ago28:11

28:11

Today were going to go to Reddit and read what people are saying about Infinite Banking. Then we'll respond to them right here on the Wealth Talks Podcast. You don't want to miss this! Watch this episode on video here: https://www.youtube.com/@wealth-talks-podcast Listen to the Wealth Talks Podcast on: Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163 Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8 Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu…

1
510 Audio 26:18

5 weeks ago26:18

26:18

***Watch to the End! Some people have a bad experience with the Infinite Banking Concept. We'll share what happened.*** People ask how much money do you need for Infinite Banking or they assume they need to have more than they do, in order to benefit from Infinite Banking. On the flip side, people who have more money sometimes think Infinite Banking is only for people who have less money. What is the truth? Do you have to have lots of money to use infinite banking or do you only need to have a little? Or, is there a golden number somewhere in between that really makes the Infinite Banking Concept work? Listen and find out the answer to these questions and more! Watch this episode on video here: https://www.youtube.com/@wealth-talks-podcast Listen to the Wealth Talks Podcast on: Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163 Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8 Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu…

1
Infinite Banking for Families 29:37

6 weeks ago29:37

29:37

In this episode of the Wealth Talks Podcast we get to talk about one of the foremost reasons we use the Infinite Banking Concept and that has to do with our family. We explain how we've structured our finances even beyond using the Infinite Banking Concept and how that works for us. The Infinite Banking concept is a wonderful thing for families because it can help families build wealth faster and establish a family economy. If you have a family you will love this. Watch this episode on video here: https://www.youtube.com/@wealth-talks-podcast Listen to the Wealth Talks Podcast on: Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163 Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8 Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu…

1
Infinite Banking For Business Owners 30:17

7 weeks ago30:17

30:17

Business owners have the opportunity to use the Infinite Banking concept and Whole Life Insurance in some very creative ways to benefit their business. We're going to talk about how one company is using whole life insurance to create a very nice financial arrangement for the owners. Listen and Enjoy! Dry Cleaning equipment: https://www.sankosha-inc.com/dry-cleaning-equipment.php…

1
How to Buy Things with Infinite Banking 30:20

8 weeks ago30:20

30:20

In this episode we are going to talk about how to buy things with the Infinite Banking Concept. We talk about how to use Infinite Banking with a credit card to maximize your returns and create cash flow. We'll share details on things we've financed using IBC, and you'll get ideas on things you can self finance in your life. If you own your own business or want to own your own business you will want to hear what we talk about in this episode. Business owners love Infinite Banking. We'll share some specific business owner self financing opportunities in this episode as well. Enjoy! Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?.. . Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

1
Infinite Banking Life Insurance 46:27

9 weeks ago46:27

46:27

In this episode we are talking about Infinite Banking policies.What kind of life insurance policy you want for the Infinite Banking Concept and how to tell the difference between good and bad Policies. We get quite a few policies that come in to our office for review. Sadly a lot of these policies are pretty bad, but that’s also kind of good news in a strange way because the sooner you know you have a bad policy the sooner you can handle that problem, and get the policy you wanted to begin with. There’s a lot of things you need to know to get the best life insurance policy for the Infinite Banking Concept, but there is also a lot of things you don’t need to know and if you stop to analyze all of them, it can delay you from actually getting started. Davy Crockett’s motto was purportedly “Be sure you’re right then go ahead.” That’s some of the best advice when it comes to The Infinite Banking Concept too. If you are practicing the Infinite Banking Concept and you don’t know beyond a shadow of a doubt whether your policy is good or bad, make sure you contact us to get a policy review, It’s is so worth the financial peace of mind. Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?... Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

1
Does Infinite Banking Really Work? 35:55

10 weeks ago35:55

35:55

Some people love the infinite banking concept and use it a lot, some people look at it for years without trying it at all, some people never try it and some people start and then stop. There has got to be more than one opinion on whether the Infinite Banking Concept works or not, but today you are going to get our opinions. Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?... Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

1
How To Get More Benefits From Infinite Banking in 2025 26:00

11 weeks ago26:00

26:00

In this episode we are talking about what people need to know to get the MOST benefit from the Infinite Banking Concept. The most important thing people need to know, to benefit from the Infinite Banking Concept, is how to get started. There are a lot of benefits to be had from the Infinite Banking Concept but you won’t get ANY of them, unless you get started. What people need to know to get the MOST benefit from the Infinite Banking Concept is how to expand their system of Infinite Banking policies properly. That’s what we are talking about today. After this episode you will know how to expand your system of policies. If you have any questions about how you specifically, in your current situation, should get more involved with the Infinite Banking Concept, I would suggest contacting us. We have personally been using and teaching the infinite banking concept for more than 17 years. We know how to use it, we know how to get the benefits of the Infinite Banking concept and we know how to help you do the same. With the new year just getting underway, what better time than now to make sure you are getting the benefits of the Infinite Banking Concept? Children's Books: https://mcfieinsurance.com/store-detail/#WhatIHeardInTheHall Wise Man Foolish Man card game: https://www.amazon.com/Wise-Foolish-Family-Card-Game/dp/B08LQPTDMR/ Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?... Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

1
Getting the Benefits of Infinite Banking in 2025 28:31

12 weeks ago28:31

28:31

We NEVER hear people say “I wish I would have waited a little bit longer before I got started with the Infinite Banking concept”. We DO here people say, “I wish I would have known about this sooner.” This begs the question, “How do you “get started” with the infinite banking concept?” We are going to answer that question today and we are going to answer it in detail because getting started with the Infinite Banking Concept will look a little bit different for everyone. If getting started with the Infinite Banking Concept is one of your goals for the new year, be sure to call us at McFie Insurance, We can help you make that goal a reality. Over the last 16 years, dozens of people, probably hundreds of people have said, “I wish I had started this sooner.” But never have I heard anyone say, “I wish I would have waited a little longer to get started.” To contact McFie insurance you can call us at 866-502-2777 or you can email us: our email address is team@mcfieinsurance.com Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?... Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

1
Infinite Banking Review and planning for 2025 25:57

13 weeks ago25:57

25:57

We have been using the Infinite Banking Concept personally for 19 years at this point. Although the way we have used it changes over the years as the economic environment changes, The Infinite Banking concept still works just as good as ever. The Infinite Banking Concept is an idea, It’s how you think about money. New Years are incredibly popular times people resolve to improve their lives and their futures, but tragically they tend to be the beginning of yet another failure to people who don’t plan first, then prepare and then take action on their programs. We want to encourage you to take a moment and make a plan to succeed in 2025, once you have a plan together then you will know how to prepare for action and that will put you on the trail to accomplishing your goals. Link to video with Alex: https://www.youtube.com/watch?v=KW0UkMsTgIg&t=15s If getting started with the Infinite Banking Concept is one of your goals for the new year, be sure to call us at McFie Insurance, We can help you make that goal a reality. Over the last 16 years, dozens of people, probably hundreds of people have said, “I wish I had started this sooner.” But never have I heard anyone say, “I wish I would have waited a little longer to get started.” To contact McFie insurance you can call us at 866-502-2777 or you can email us: our email address is team@mcfieinsurance.com Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?... Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

1
Tucker Carlson and Dave Ramsey 27:19

14 weeks ago27:19

27:19

Recently Tucker Carlson interviewed Dave Ramsey. Dave Ramsey is a well known name in personal finance. I listened to the interview, I was impressed. Dave has a large personality and although we disagree with him strongly on certain points especially, life insurance and money management, he can be a good wake up call for people who are living in the bondage of debt, spending more money than they make and not getting ahead financially in life. We have helped many people who first started with Dave Ramsey to get in control of their financial lives. Dave Ramsey will probably never understand Whole life insurance and the power of the Infinite Banking Concept, but he does help people who are in bad financial shape get control of their situation. Once someone is in control of their financial life, we hope they will continue to learn and grow, become better money managers and start a legacy of financial freedom in their family.…

1
Should You Pay Income Taxes? 25:39

15 weeks ago25:39

25:39

There is a report showing that over 5800 IRS and contractor employees owe nearly 50 million dollars of overdue taxes. It also appears by the looks of things that many of the employees are wilfully evading taxes… It seems like they know the system well enough to know how much they can get away with and they’re doing it. The IRS acknowledges this is happening, they seem to have metrics on it because out of the 70 employees who they claim are “willfully evading” taxes, they have fired 20. What do you think would happen if every American started to evade taxes, but less than one third of them had any consequences for doing so? Listen Now and tell us what you think in the comments. Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?.. . Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

Wealth Talks

1
My Dad's Financial Habits 23:30

16 weeks ago23:30

23:30

It has been said that the next generation will be able to rise as high as they can rise by standing on the shoulders of the generation before them. My Dad gave my siblings and me the opportunity to rise higher with the foundation he gave us, and in turn, we hope to do the same for our children. It is a beautiful thing to see how the actions of a person can aid their posterity. It is a tragic thing to see how the actions of a person can setback their legacy and stunt their posterity. If you haven’t already, please write a review for The Wealth Talks Podcast before we reach 500 episodes. The 500th episode is a major milestone and we would love to have you be part of it. Your reviews mean a lot to us and The Wealth Talks Podcast. Thank you! Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?.. . Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

Wealth Talks

1
Coffee and Money 26:47

17 weeks ago26:47

26:47

This is a story that my Dad told to me when I was younger, about his Mom (my Grandma) and her next door neighbor who was a thief. My Grandma caught and confronted her neighbor stealing from her, right in front of her nose. The way she put an end to the robbery, was genius. It will bring you a chuckle... and also some wisdom. Here is the story in detail. Enjoy! P.S. My daughters Anna and Gracine took this story and wrote and illustrated an entertaining children's book based on this story.... as you can probably guess. I highly recommend. You can order it on our website here, and get it for Christmas: https://mcfieinsurance.com/store-detail/#GrandmasCoffeeCan…

Wealth Talks

1
Thanksgiving 21:38

18 weeks ago21:38

21:38

It has been said that the healthiest of all human emotions is Gratitude. This is Thanksgiving week, on Thursday we take the whole day off to give thanks for wonderful things in our lives. The more you express your gratitude, the more you have to be grateful for. Kind of like work. The more work you do, the more work you will have to do. What you focus on expands There is so much to be thankful for and we probably don’t spend as much time as we should feeling it. Here are some things we're thankful for, and also a fun "grateful" activity you can try out at thanksgiving this year. Listen Now! Happy Thanksgiving! If you haven’t already, please write a review for The Wealth Talks Podcast before we reach 500 episodes. The 500th episode is a major milestone and we would love to have you be part of it. Your reviews mean a lot to us and The Wealth Talks Podcast. Thank you! Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?.. . Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

Wealth Talks

1
You Should Have a Whistle | Episode 496 18:59

19 weeks ago18:59

18:59

In sports, when the whistle blows the play stops. It’s what happens after the whistle blows that determines the course of the game. Blowing the whistle is the first and most monumental step in getting different results in life. What you do, after the sound of the whistle has faded, is the biggest contributing factor to the results you will eventually get. We hope you can see why we think you should have a whistle protocol in your life. We want you to succeed in the greatest way possible. If you haven’t already, please write a review for The Wealth Talks Podcast before we reach 500 episodes. The 500th episode is a major milestone and we would love to have you be part of it. Your reviews mean a lot to us and The Wealth Talks Podcast. Thank you! Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?.. . Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

Wealth Talks

1
The Election - Results 21:07

20 weeks ago21:07

21:07

Today We take a look at the election results, and what we can expect and prepare for financially with a second Donald Trump administration. Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?.. . Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

Wealth Talks

1
(Listen before polls close) Voting is a Duty | Episode 495 25:13

21 weeks ago25:13

25:13

Voting is a Duty. To use the words of early president John Quincy Adams, "duty is ours, results are God's". Not voting in a U.S. election would be to shirk our duty and let our fellow Americans down. There is no patriotic way to sit on the sidelines and not vote in an election. If you are a citizen of the united states, you have a duty to discharge. Listen to this before the polls close. Voting is a duty. Please review us on Apple Podcasts: Go to the podcast app and write a review or go to this link, click listen on Apple Podcasts then scroll down and click "write a review" https://podcasts.apple.com/gb/podcast... Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalks... Facebook: https://www.facebook.com/profile.php?.. . Watch on: YouTube: https://www.youtube.com/watch?v=x3PB3eDjkLg…

Wealth Talks

1
Investment Banking 23:57

22 weeks ago23:57

23:57

The topic for today’s podcast is investment banking. We think that if you act like an investment banker in your own life you will be more profitable and get ahead faster financially. The way you think and what you think about is the foundation for what you do. If you can think like an investment banker, and act in accordance, you can have opportunities to grow your wealth like banks and businesses. In specific situations it is beneficial to think like a banker. I tell people “You need to put on your banker’s hat.” Listen to the Wealth Talks Podcast on: Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163 Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8 Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu Watch on YouTube: https://www.youtube.com/@wealth-talks-podcast…

Wealth Talks

1
Financial Stress 17:38

23 weeks ago17:38

17:38

Some people are pretty well stressed out. Of all the things people stress about, of which there are many, somewhere near the top of the list is money! Financial stress is a big deal and that’s what we are talking about today! Financial stress can be horrible or beneficial, and the effects can reach into all the areas of your life. It's all in how you respond to it. This is what we are here to talk about today. Hopefully This episode is helpful for you as you deal with whatever stress you have in your life. Listen to the Wealth Talks Podcast on: Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163 Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8 Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu Watch on YouTube: https://www.youtube.com/@wealth-talks-podcast…

Wealth Talks

1
New MANDATORY filing for Small Businesses 26:27

24 weeks ago26:27

26:27

If you have a small business or entity that requires filing with your state, there’s a new rule you need to comply with by registering with FinCen. The filing is mandatory and the consequences are massive for not complying. It is estimated that 50% or more of small business owners do not know about this rule. Make sure you listen to this episode so you know what to do. Expert Attorney Lee Phillips will explain who, and when you need to register, and also how. We’ve worked with Attorney Lee Phillips over the years to develop asset protection for businesses and individuals, using things like LLCs, S corps, wills and trusts etc. Attorney Phillips is a great asset, and today you get to learn from him on Wealth Talks Podcast.…

Wealth Talks

1
How to get more involved with Infinite Banking 26:04

25 weeks ago26:04

26:04

Some people have owned whole life insurance for several years and they want to get more involved with infinite banking. They want to make sure that they are using the infinite banking concept and their policy to their best advantage. That’s good. Today we are going to talk about how to do that. Some things we will talk about in this episode will be: Should you borrow from your cash value for everything? When should you take a policy loan? Do you have to pay back a policy loan? Should you pay back a policy loan fast? Can someone own multiple policies? ENJOY!…

Wealth Talks

1
Investment Grade Life Insurance 23:07

26 weeks ago23:07

23:07

Investment Grade Life insurance is not an actual product. It is rather, terminology that was created to sell more life insurance. Listening to this episode will help you to better understand what people mean when they use the phrase "Investment Grade Life Insurance". There are lots of different types of life insurance policies out there. Some are good, some are bad. Life insurance is sold by honest and dishonest people. If you want a policy that helps you keep more of the money you make, grow your wealth and give you financial peace of mind, make sure you get a good policy and buy it from someone who has good character.…

Wealth Talks

1
Crypto 28:36

27 weeks ago28:36

28:36

Being in the financial space like we are, we get asked about what will happen if the dollar collapses, we get asked what we think about cryptocurrency. Do we think the dollar is doomed? Do we think Crypto is a good investment? Do we think Crypto will replace the dollar? We’re going to talk about all of this right here right now, buckle up. One of the most well known cryptocurrencies is Bitcoin. I don’t own Bitcoin, but we have clients who do, some of them did very well when bitcoin went up so significantly in 2020. That’s one side of the coin, the other side of the coin is that we have clients who believed so strongly in the future of Bitcoin that they mortgaged their home to buy it and ended up losing their house. Listen to the Wealth Talks Podcast on: Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163 Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8 Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu Watch on YouTube: https://www.youtube.com/@wealth-talks-podcast…

Wealth Talks

1
Trusts and Life Insurance 19:04

28 weeks ago19:04

19:04

A lot of people have Trust issues... we're not talking about psychological trust issues, we're talking about issues they have with a legal Trust. One of the Trust issues people have is simply not having any Trust at all. That’s an issue because Trusts keep estates out of probate! There are many legal tools available that can provide specific benefits in specific situations. Many of the legal tools that are used by the wealthiest people have been established to grant the wealthiest people exceptions to rules. You don’t have to be extremely rich to use and benefit from the same legal tools, but on the other hand, just because they are available doesn’t mean you should or have to use them. The more you know about the legal tools available, how they work, the benefits they can provide, and the problems they can create the better decisions you can make to grow and protect your wealth. Listen to the Wealth Talks Podcast on: Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163 Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8 Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu Watch on YouTube: https://www.youtube.com/@wealth-talks-podcast…

Wealth Talks

1
Budgeting 21:02

29 weeks ago21:02

21:02

Are you bored with your budget? Are you tired of feeling frustrated and limited? Budgeting doesn’t have to be boring. If you structure your budget the right way, you can feel free and creative instead of trapped. To be effective, a budget has to be practical and also flexible. Listen to this episode and discover some new creative ways to work your budget. Budgeting can be fun and extremely rewarding, if you do it the right way. Listen to the Wealth Talks Podcast on: Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163 Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8 Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu Watch on YouTube: https://www.youtube.com/@wealth-talks-podcast…

Wealth Talks

1
Dave Ramsey and Abraham Lincoln 20:34

30 weeks ago20:34