When you think about wealth creation, life insurance is likely not the first thing that comes to mind. However, life insurance is actually one of the most misunderstood financial vehicles that exists. In this episode, we talk about life insurance as a foundational asset, the Investment Optimizer, and Capital Avalanche. Find out how you can fully utilize your life insurance.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
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How to Maximize the Investment Optimizer | Episode #36
The Inflation Confrontation | Episode #34
Debunking Lies About Whole Life Insurance | Episode #33
Multi-generational Legacy Planning — a better way to build and transfer your estate | Episode #32
The Power of Self-Publishing Done Right! | Episode #31
Cash flow investing vs. appreciation investing. Which is better? | Episode #30
Business Lessons Learned from Working with Contractors | Episode #29
Smart Money Kids | Episode #28
The Prolific Investors Financial Independence Matrix | Episode #27
More Money Insights with Money Insights | Episode #26
Building a Winning Financial Team | Episode #24
The 1035 Exchange Extravaganza | Episode #23
Investing in Oil & Gas with Troy Eckard | Episode #22
The 4% Rule Unveiled | Episode #21
10 Reasons NOT to Hire a Financial Advisor | Episode #20
Premium Finance Insights You Can’t Find Anywhere Else with Daen Wombwell | Episode #19
Insider‘s Edition with John Foley | Episode #18
Lessons Learned from Owning a Day Spa | Episode #17
There’s more than one way to FIRE! | Episode #16
Insider‘s Edition with Annie Dickerson | Episode #15
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