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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: August, 2018
Aug 28, 2018

Growing up in Argentina in the late 1980’s, Max Ponzone started trading currency through a local exchange with a friend at age 9. Escaping the economic turmoil of Argentina his family moved to South Africa in 1991 where it all happened again.😲 

Today Max lives in the United States. He trades options and has started a company called Trade Cheetah creating a tool to manage positions and integrate investing strategies to transform the way investors, find, manage and trade stock options.

Come hear Max speak LIVE at the 2018 Wealth Summit - Register here

 

Disclaimer: This podcast may contain expressed views and opinions of Life Benefits, LLC its agents, representatives and/or others and is not meant to constitute advice or counsel of any kind. Life Benefits, LLC its agents, and representatives are not authorized to give investment, legal or tax advice.

Aug 21, 2018

What a loaded question! So many variables - and most likely, some still unknown. But it is important to have some idea of where you want to go so you can plan and save to get there.

Today we explore a few high-level examples to reveal how much you might need for retirement. How much with Traditional Investments? How much with whole life insurance? Plus some other options that are available to maximize income from your assets.

Results can vary widely from case to case so we encourage you to contact our office for specific details on your situation. 702-660-7000

 

Resource Links:

Retirement Remastered - Article: https://www.life-benefits.com/retirement-income-strategy/

 

Withdrawal Projection Calculator (Excel)

https://www.life-benefits.com/wp-content/uploads/2018/06/Withdrawal-Projection-Worksheet.xlsx

 

Dividends Explained - Podcast: https://www.life-benefits.com/podcasts/dividends-explained-ep-89/

 

CDC Life Expectancy Table (page 3)

https://www.cdc.gov/nchs/data/nvsr/nvsr66/nvsr66_04.pdf

Aug 14, 2018

With the stock market raging, unemployment being lower than it has been in years, and the economy performing better than it has for a very long time, many are asking, “How does this effect my financial future?
The Perpetual Wealth Code™ was designed, much like Vanguard Mutual Funds were designed, to produce profits for Main Street and NOT the vultures of Wall Street. That is because even while Wall Street roars, Main Street groans under the risk that it is forced to carry. Yet, with the Perpetual Wealth Code™ Main Street whirrs right along under no burden of risk regardless of the risk Wall Street creates. Boom or bust, Bull or Bear, there is little that consequential effects those on Main Street if they are actively participating in the Perpetual Wealth Code™.

Learn more about the Perpetual Wealth Code™ here: https://www.life-benefits.com/perpetual-wealth-code/

 

Aug 7, 2018

Contrary to Dave Ramseys' recent claim, Millionaires DO use Life Insurance to Grow and Protect Wealth. Let's take a look together at some real-life examples that debunk Dave’s misapplied data.

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