Strategic Whole Life by Infinite Banking Authorized Practitioners
Education:How To
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.
In this episode, we talk with Walter Young, co-author of The Fifth Option, about a transformative approach to retirement income planning.
Walter challenges typical retirement planning and the "4% Rule" and offers solutions to live a plentiful retirement based on predictable income.
When you only have one shot at this, cash flow beats "balance sheet" (aka "B.S.") retirement planning every time.
The best part is that if you're practicing IBC, you're already on the right path.
Visit Walter at www.TheFifthOption.com
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EPISODE HIGHLIGHTS:
[02:44] The "B.S." retirement plan and the shift from "balance sheets" to cash flow
[09:48] The desert island dilemma - How long does your water need to last?
[06:45] The Fifth Option - alleviate retirement constraints
[16:14] Pensions and private pensions
[21:14] The role of life insurance
[30:54] Beat the Bear strategy: navigating market volatility in retirement
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LINKS:
Get in touch: SCHEDULE A CONSULTATION
Online Course: IBC MASTERY
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About Your Hosts:
Hosts John Perrings and John Montoya are dedicated to spreading the word about Infinite Banking so you can discover for yourself how you and your loved ones can benefit with a virtual streamlined process that will take you from IBC novice to sharing the strategy with friends and family... even the skeptics!
John Montoya is the founder of JLM Wealth Strategies, began his career in financial services in 1998, and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.
John Perrings started StackedLife Financial Strategies after a 20-year career in the startup world of Silicon Valley, where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.
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Connect with us
Get in touch to see how you might apply these principles to your situation. Schedule a free, no-obligation 30-minute consultation with us today!
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ONLINE COURSE:
Stop wasting hours on YouTube trying to piece together the information you want regarding The Infinite Banking Concept®.
Check out our soup-to-nuts online course. Get everything you need to know about IBC and whole life insurance:
IBC MASTERY
104: Live and Die by the Interest Rates
103: The Extraordinary Potential of Saving Money with IBC
102: Ian King's IBC Blueprint: A Real Estate Investor's Perspective
101: IBC 101 - Ten Things You Should Know to Get Started
100: Celebrating IBC Success with Real Clients
99: Maximizing Tax Benefits: A Primer to Whole Life, ROTH, and Bonds
98: Great Ideas from the 2024 IBC Think Tank
97: The Best Mindset to Start a Whole Life Insurance Policy
96: IBC Policy Loans vs. Margin Loans
94: Introducing IBC to Your Partner
93: Hidden Agenda: When Life Insurance Agents Wear Two Hats
92: Solving for the Banking Function: A True Financial Revelation
91: Five Myths Your Financial Advisor Believes
90: Why Whole Life Insurance is the Ultimate Cash Asset
89: The Secret to Why IBC Works
88: IBC Insights: The Risks of Overextending Policy Loans
87: Don't Separate Base Premium and PUA When Buying Whole Life Insurance
86: Whole Life Insurance is Not an "Account". It's Better Than That.
85: Beyond the Percentage: Understanding Whole Life Insurance Dividends
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