by GeorgeG | Jun 4, 2021 | Podcast
EPISODE #1072 Life Insurance as an Asset Class with Eric Geier We talked about life insurance as an asset class, the tax benefits and positive attributes of the product, the drawbacks or negative aspects, and how to think about it in terms of time horizon! Listen to...
by GeorgeG | Jun 3, 2021 | Podcast
EPISODE #1070 Your Ideal Customer with James Adam We talked about why every org, not just big companies, needs a marketing strategy, the key variables to consider when putting your strategy together, why you shouldn’t be on every social media platform and how to...
by GeorgeG | Jun 3, 2021 | Podcast
EPISODE #1071 A Contract with Yourself with Mark Willis We talked about removing uncertainty from our finances, how to form a contact with ourselves for our future, the power of guarantees and tax-preferenced accounts, and how to get started! Listen to us On...
by GeorgeG | Jun 2, 2021 | Podcast
EPISODE #1069 Saving and Investing with Curtis May We talked about the value of the proper mindset for financial success, scarcity versus abundance, creating value for others, and how to set yourself up for long-term success! Listen to us On...
by GeorgeG | Jun 1, 2021 | Podcast
EPISODE #1068 Making Money Fun with Milan Kovacevic We talked about how everybody, regardless of background, should have the opportunity to become financially literate and have access to financial resources at a low-cost and easy to understand fashion! Listen to us On...
by GeorgeG | May 30, 2021 | Podcast
EPISODE #1066 Active and Passive with David Keller we talked about the exciting reality of the next generation of traders entering the marketplace, how to become a successful trader, figuring out what success if for you, and how to get started! Listen to us On...
