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Wealth Talks

Welcome to Wealth Talks where we talk about solutions, money, and other things that create wealth in your life
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Now displaying: July, 2015
Jul 21, 2015

In this episode, Dr. Tom and John McFie are joined by Joe Ferraris to review the 10-20-70 Cash Flow strategy and and how to use Participating Whole Life Insurance to improve long term benefits of recovering interest, creating cash flow and extending your legacy.

 

This podcast contains expressed views and opinions of Life Benefits, LLC., its agents, representatives, and/or others who have been quoted from various sources.  Such content should be used for educational purposes only.  Nothing in this recording constitutes, or is meant to constitute, advice or counsel of any kind.   If you require advice or counsel in relation to any legal, financial or medical matter you should consult an appropriate professional.

Jul 7, 2015

In this episode Ramon Lua joins Tom and John McFie to talk about the proper role of a CPA or Accountant in Your Financial GAME... With his experience and Accounting degree, Ramon shares his perspective on Client/Accountant relationships and how to balance your priorities for income, savings and getting rid of debt. 

 

This podcast contains expressed views and opinions of Life Benefits, LLC., its agents, representatives, and/or others who have been quoted from various sources.  Such content should be used for educational purposes only.  Nothing in this recording constitutes, or is meant to constitute, advice or counsel of any kind.   If you require advice or counsel in relation to any legal, financial or medical matter you should consult an appropriate professional.

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