Ep. 34 – Client Interview: Randy Morris

Ep. 34 – Client Interview: Randy Morris

I am so excited to have my client, Randy Morris, on for today’s podcast interview. Randy lives in Kansas and not only has some great insight on the Infinite Banking Concept, but he also speaks about how he is helping the next generation get started. This is a...
Ep. 33 – Buying and/or Selling Strategies

Ep. 33 – Buying and/or Selling Strategies

So many people think the only option to buy is by going to the bank and borrowing money. Many who want to sell don’t sell because of capital gains and the lost income. In this episode, I go over other options of how to sell while reducing taxes, protecting the...
Ep. 32 – Multiple Policies and No Plan is Perfect!

Ep. 32 – Multiple Policies and No Plan is Perfect!

So many people want to get this right the first time. They only want one policy that can do it all for their whole life. I talk about the fact that there is not a perfect plan out ther, we don’t outline a plan on day one, and it’s a continued learning...
Ep. 31 – Why We Need Higher Interest Rates

Ep. 31 – Why We Need Higher Interest Rates

Before you go yelling at me, just take a minute to listen in and think about what is really happening in a low interest environment. Savers are being punished and spenders are out of control, and so are the banks. If Nelson could make it at 23%, why are we screaming...