Podcasters: Jon Thurmond and Phillip Washington, Jr.
If you have a term life insurance policy, you probably get emails or letters in the mail asking if you want to convert your term. Jon explains what that means and how his clients decide when it's time to convert their term insurance.
Powered by Axis Financial and Stone Hill Wealth Management
Ideas for catching up on building retirement savings
The Benefits of Having Key Performance Indicators in Business
Navigating Financial Pressure with Ease
The Importance of Focus in Business
The ”Airbnb” Ban in Dallas
The Story of Wealth
Lead Like a Magician: The Elements of Successful Leadership with Braden Daniels
Introduction to Wealth Building: Passive Income Streams
The Art of Investing: Merging Reason and Imagination
Business: The Tax Benefits of a Family Limited Partnership
Marriage and Money: Financial Roles and Responsibilities
Real Estate: ”Should my first home be an investment property or my primary residence?”
Introduction to Wealth Building: Investment Strategies for Beginners
Investment Principles: How to bet against government overspending
Estate Planning: The tax benefits around setting up a family foundation
Marriage and Money: Navigation financial conflicts
Real Estate: Housing Affordability Solutions in 2023
Introduction to Wealth Building: Developing a Wealth Mindset
Media: Investing in podcasts
Business: Tax effective ways to take money out of a business
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