Podcasters: Jon Thurmond and Phillip Washington, Jr.
Life insurance has many benefits embedded in the tax code. Jon explains how the 1035 exchange allows insurance owners to transfer value from one contract to another contract without taxes.
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Introduction to Wealth Building: Developing a Wealth Mindset
Media: Investing in podcasts
Business: Tax effective ways to take money out of a business
Marriage and Money: Merging Finances
Real Estate: Five reasons your home isn’t selling
Introduction to Wealth Building: Setting Financial Goals
Wealth Mindset: Freedom from limiting beliefs around making money
Business: ”What are the tax implications of being paid in equity?”
Marriage and Money: Budgeting and Financial Planning in Marriage
Financial Planning: The Ultimate Guide on how to get control of your finances
Innovation: Helping women and minority owned businesses find more money for their businesses
Entrepreneurship: ”Where do I find money to start a business?”
Real Estate: The mindset difference between rich buyer and sellers and the middle class
Financial Planning: ”How do I find a job that pays well that I love?”
Wealth Mindset: Working through the emotions of the wealth journey
Business: Smoothie King Business Study Takeaways
Financial Planning: ”How do we find the money to afford children?”
Real Estate: Housing Affordability in the DFW Metroplex
Financial Planning: ”How do I support my aging parents, pay my bills, and save for the future?”
Innovation: Bitcoin at the Center of the New Financial System
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