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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, 2024
Oct 29, 2024

The topic for today’s podcast is investment banking. We think that if you act like an investment banker in your own life you will be more profitable and get ahead faster financially.

The way you think and what you think about is the foundation for what you do. If you can think like an investment banker, and act in accordance, you can have opportunities to grow your wealth like banks and businesses.

In specific situations it is beneficial to think like a banker. I tell people “You need to put on your banker’s hat.”

Listen to the Wealth Talks Podcast on:

Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163 

Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8 

Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu

Watch on YouTube: https://www.youtube.com/@wealth-talks-podcast 

Oct 22, 2024

Some people are pretty well stressed out. Of all the things people stress about, of which there are many, somewhere near the top of the list is money!

Financial stress is a big deal and that’s what we are talking about today!

Financial stress can be horrible or beneficial, and the effects can reach into all the areas of your life. It's all in how you respond to it.

This is what we are here to talk about today.

Hopefully This episode is helpful for you as you deal with whatever stress you have in your life.

Listen to the Wealth Talks Podcast on:

Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163 

Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8 

Youtube Music: https://music.youtube.com/playlist?list=PLwU1nBBz00on-wImV9bLClndzJhc0a2eu

Watch on YouTube: https://www.youtube.com/@wealth-talks-podcast 

 

 

Oct 15, 2024

If you have a small business or entity that requires filing with your state, there’s a new rule you need to comply with by registering with FinCen. The filing is mandatory and the consequences are massive for not complying.

It is estimated that 50% or more of small business owners do not know about this rule. Make sure you listen to this episode so you know what to do. Expert Attorney Lee Phillips will explain who, and when you need to register, and also how.

We’ve worked with Attorney Lee Phillips over the years to develop asset protection for businesses and individuals, using things like LLCs, S corps, wills and trusts etc. Attorney Phillips is a great asset, and today you get to learn from him on Wealth Talks Podcast.

 

 

Oct 8, 2024

Some people have owned whole life insurance for several years and they want to get more involved with infinite banking. They want to make sure that they are using the infinite banking concept and their policy to their best advantage. That’s good. Today we are going to talk about how to do that.

Some things we will talk about in this episode will be:

Should you borrow from your cash value for everything?
When should you take a policy loan?
Do you have to pay back a policy loan?
Should you pay back a policy loan fast?
Can someone own multiple policies?

ENJOY!

Oct 1, 2024
Investment Grade Life insurance is not an actual product. It is rather, terminology that was created to sell more life insurance.
Listening to this episode will help you to better understand what people mean when they use the phrase "Investment Grade Life Insurance".

There are lots of different types of life insurance policies out there. Some are good, some are bad. Life insurance is sold by honest and dishonest people. If you want a policy that helps you keep more of the money you make, grow your wealth and give you financial peace of mind, make sure you get a good policy and buy it from someone who has good character.

 

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