Special guest Layla Vanderslice joins Dr. Tom and John McFie sharing about Diversification. Is it good or bad? Why does Warren Buffet say diversification is for people who don’t know what they’re doing? Are Mutual Funds diversified? Is PWLI diversified? Are there different types of diversification? How does it all pan out in the end…especially if you need Long Term Care?
Do you want to payoff the mortgage on your house or have the money to pay it off? This is an emotional decision as well as a financial one. Listen with an open mind.
Rich people look for strategies and “loopholes” to avoid and defer taxes all the time. But some strategies only make sense for people with extra money sitting around. Discover how life insurance translates some “big boy” strategies to a practical level for anyone who has the ability to manage money.
Saving and Investing should never be equated, although they can cooperate together. Discover the proper places for saving and investing with The Perpetual Wealth Code™.
A quick update on market conditions and why it is NOT a good time to retire. Market conditions and better longevity mean a reconsideration of withdrawal rates, and a higher probability of the need for Long Term Care. Together let’s review the important points and explore another perspective.
For busy people: An “Executive summary” on the pros and cons of Tax Qualified Plans, Mutual Funds, Margin Accounts, Bonds, CDs, Real Estate, and Life Insurance in about 30 minutes.
Michele joins Dr. Tom and John McFie for this episode to talk about the best time to start using The Perpetual Wealth Code™. Waiting until later is never a recipe for success... it is much better to start from where you are right now and build.
How do Muni Bonds @ 4% compare to Cash Values on a Participating Whole Life Insurance policy? Listen in to discover our findings on a recent case plus what the Wall Street Journal has to say about “How Muni Bonds ‘Yield’ 4% in a 2% World”.
Discover the pros/cons of 10-pay life insurance policies, and when it makes sense to add additional policies to Your Financial GAME. Get clarity for your specific situation by scheduling a complimentary no pressure Strategy Session.
Listen to this episode and learn how the Average American spends money, and saves money for the future. On this episode, Dr. Tom McFie also shares his perspective on Currency Collapse.
In this episode encounter some pros and cons of tax deferral and understand how to use Life Insurance to get some benefit from tax deferral without losing access to your principal.
In this episode Dr. Tom and John McFie take a look at a 20yr Actual Rate of Return on the S & P 500 compared to the tax equivalent rate of return on Participating Whole Life Insurance Cash Values. They also address a common question: Should you take a pol
Learn how to make sure your legal documents will do what you want them to do. Resource Link: documentreview.life-benefits.com
* Includes Bonus to last episode: Info that Dr. Tom McFie’s Dad received from Social Security in 1948.
This week on Wealth Talks Tom and John McFie talk about Social Security and how it was sold as an “Insurance Plan” but turned out a “Ponzi Scheme.” In addition to the history, find out what is affecting Social Security today so you can make good plans for the future.
Website: www.life-benefits.com
Phone: 1-866-502-2777
Think through your options first. In this Episode Dr. Tom and John McFie share some recent cases. Many insurance agents ignore important consequences to pad their pocket and sell a bigger 1st-year premium which = more commission.
In the words of Vince Lombardi, “Practice does not make perfect. Only perfect practice makes perfect.” In this episode you'll discover how to build the right team and perfect the practice in Your Financial GAME. Also, Dr. Tom shares some options that are available when looking to get money out of a Qualified Plan.
In this episode, learn why the control of your own money trumps all other financial strategies, and discover how the right life insurance helps you keep better control of your Savings, Assets, and Liabilities.
In this Episode, Dr. Tom and John McFie talk about common places to park or invest your money include an IRA, 401(k), 403(b), ROTH, SEP, 529, Real Estate, Stocks, Bonds, Mutual Funds, Money Marketing Accounts, CDs and even Further Education. But what are the consequences?
After listening to this Podcast, call 702-660-7000 for more information and a complimentary strategy session with one of our wealth consultants.
In this Episode Dr. Tom and John McFie talk about Time and Money. If time was unlimited it’s value would be destroyed, and when money is created out of thin air it’s value is also destroyed. But combine these 2 limited resources Time and Money together, and you get something called The Time Value of Money. Learn how to make The Time Value of Money work for you as you Win Your Financial GAME.
1-866.502.2777
In this Episode, Dr. Hugh Cradduck joins Dr. Tom and John McFie to discuss Strategies for Future Income with The Perpetual Wealth Code™, how to protect Social Security Income from taxation, and 2 ways to create an income stream using Life Insurance. Dr. Hugh Cradduck also shares his journey with The Perpetual Wealth Code™.
Today on Wealth Talks, Dr. Tom has invited Tom Balmer back to the show to share with the you how he is using The Perpetual Wealth Code™, and how it has changed his life.
Tom Balmer is a Client and also a Mentor with Life Benefits. After practicing The Perpetual Wealth Code™ and gaining experience with it in his personal life, Tom became filled with passion to share the message that transformed his future, with others.
In this Episode Tom and John McFie talk about how to make your money more productive. It’s normal to compare one investment to another. What if you could continue earning money on your savings while making an investment too? Good News!... You can.
Today on Wealth Talks, Tom and John McFie talk about the importance of thinking in percent, and Tom tells a story about when him and Michele were at Office Depot recently, and the sales lady asked if they would like to buy some stamps...
In this episode Tom also shares some wisdom he learned from one of his previous patients who was extremely wealthy, that has changed his life forever. It can change your life too. You can watch the video here: http://www.life-benefits.com/podcast.html
Beginning with a quote from Henry Ford, "Those who have the money make the rules", Tom and John talk about the importance of having Captial (Seed Money). Remember...The more money you have, the more people you can help.
Tom and John McFie talk about using Positive Cash Flow for defense in Your Financial GAME. This strategy is also used by Warren Buffett and Jeff Bezos to expand their opportunities and make money.