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Wealth Talks

With a special emphasis on finances we talk about things that create wealth in your life. It's like a dinner table conversation once a week.
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Now displaying: October, 2021
Oct 27, 2021

Warning signs are supposed to offer us some degree of protection from the described danger. Yet a recent study shows they many have the opposite effect.

Trivial warnings abound everywhere... especially in California where even a cup of coffee has been found to cause cancer. Of course, just because there is a “warning” doesn’t mean it’s really dangerous.

The same holds true in the finance industry. Just because something is “qualified” or “preferred” doesn’t mean it’s the best place to invest your money. To grow your wealth, you must know how to assess the real danger, not just read the warnings.

Listen now on Wealth Talks.

Resources

Prescription For Wealth: https://www.life-benefits.com/store/

Oct 19, 2021

Taking a loan from a policy is easy, but there are questions that can arise.

Will taking a loan decrease my death benefit? Why does the insurance company charge interest?  When should I pay off my policy loan?

This week, Tom and John answer all these questions and many more. Listen Now on Wealth Talks.

Resources

How to Build Sustainable Wealth: https://www.life-benefits.com/store/

Oct 13, 2021

Lots of people seem to be gung-ho on investing in the market. Whether they’re trying to make a lot or make a little, build their dream home or supplement social security. Sometimes these folks only know enough to be dangerous.

This episode is a chilling reminder as to how rough and unpredictable a road the market can be in reality.

And talking of social security. What’s might happen to this program? Tom and John share thoughts about this and discuss wealth killers such as fees, interest and taxes. Listen Now.

Resources

How to Build Sustainable Wealth: https://www.life-benefits.com/store/

Note: Investing information provided in this podcast is for educational purposes only. Life Benefits, LLC does not offer advisory or brokerage services, and does not recommend or advise investors to buy or sell particular securities.

 

Oct 6, 2021

America has been the face of benevolence for years. Has this benevolence contributed to the deterioration of America today?
It is good to be compassionate and sharing, but we need to make sure we are not giving away what we need to take care of our own responsibilities.

Listen in as Tom and John address the problem of benevolence and possible side-effects in your personal finances as well as at a cultural level.

Resources
Link to Seminar recording: https://www.life-benefits.com/store-detail/#sw-seminar

Link to Policy Class: https://www.life-benefits.com/store-detail/#policy-class

 

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