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Wealth Talks

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Now displaying: December, 2018
Dec 25, 2018

Did you know that Warren Buffett’s first business venture started at age 6? And at age 11 he was working in his father’s brokerage firm.

Listen for the story and why it’s so valuable for children to learn wise money management values as soon as possible.

Get the 2 children’s books by Gracine and Anna McFie here on the Life Benefits store. https://www.life-benefits.com/store/

Also on this show - a question Dr. Bret about pre-payment penalties on business loans and some thoughts on when it’s good to take a policy loan.

Dec 19, 2018

But IUL is no way to get great guarantees on your money.  If you want to help your friend, you might even be able to pay them the commission they would have earned if you bought the policy from them, and still come out ahead! 😳

IUL is a hybrid insurance product based on term insurance where the cost of insurance is increasing every year. Discover why guarantees from Whole Life insurance are better…and if you really want to invest in the index fund, go ahead and invest directly so your growth isn’t capped. 💰

Also on this show - a request from a Wealth Talks listener on Social Security: What might happen in 20 years and should you be worried about not contributing more?

Dec 11, 2018

Shopping for Christmas, Birthdays and other celebrations can be fun, and sometimes tough too. Some people go into debt this time of year.😟 And maybe you can’t find a gift that really expresses the love you feel for someone.

Here are some tips to keep your shopping fun, enjoyable and fulfilling for true wealth in all aspects of your life. Remember that the most important things in life aren’t things. Protection and security for the future is one of the most meaningful gifts you can give to your family.

Also hear the real-life questions coming across our desk and catch useful ideas for your own situation.

Want some help or a fresh perspective? Call 702-660-7000 and ask for a private Strategy Session.

 

Resources:

2019 Document Workshop Info & Schedule

Watch Attorney Lee Phillips on how to build a strong Legal Foundation

Dec 4, 2018

13 years ago we came home to Robbers in our House. What we learned, would change our Life and Financial Thinking forever

It was a dark, drizzling dreary November evening 13 years ago, when we came home to Robbers in our house!👺

 

They got away with many things…some which you can never replace. The cleanup process was emotional, but also helped change our thinking. For example: If the thief didn’t take _____, is it really as valuable as we think?

 

During the cleanup process, Michele ran across a letter that ended up introducing us to Participating Whole Life Insurance and complimentary wise money management strategies.

In the financial world, you can be robbed without realizing it until later in life. Fees, taxes, and inflation all take a bite out of your pie.

The average Rate of Return on Social Security is only about 1.23%. Sometimes investments aren’t any better.

 

Listen to this episode for the full story and learn how you can improve your strategies on life and building wealth WITHOUT getting robbed.

 

Resource Links:

Visualize a $100,000 investment earning 6% for 30 years MINUS Fees, Taxes and Inflation

Watch Attorney Lee Phillips on how to build a strong Legal Foundation

ROR on Social Security is only 1.23% - Article on FoxBusiness

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