Investing

Jerry Yu: What do you need to know about life insurance?

USA residents: For a limited time only, get a no-cost hard copy of Jerry's bestselling book, "Fortify Your Financial Kingdom." Go to the link below to find out more: https://jerryyu.retirevo.com/content/... Episode 4 of the Fortify Your Financial Kingdom podcast. In this 9 minute episode, Jerry Yu, "The Family Money Doctor©️" takes a look [...]

Jerry Yu: Fortify Your Financial Kingdom Podcast Episode 5: How to “lock in” your retirement

In this episode, The Family Money Doctor Jerry Yu unwraps different ways to ensure your financial blueprint stays on course, no matter what else is going on in the world. For a limited time only USA residents can get a free HARD COPY of Jerry's book, "Fortify Your Financial Kingdom."  Click on the link below [...]

Economic Ninja: URGENT! You MUST diversify your bank accounts ahead of the liquidity crisis

https://www.youtube.com/watch?v=lUKuddQVfwM Hear the truth about the #economy, #realestatem #banking, #recession. Economic Ninja channel. https://www.youtube.com/@EconomicNinja #economic-ninja, #economy, #economyninja, #ninja, Economicninja, #realestateninja,

By |2023-08-29T22:07:58+00:00August 28th, 2023|Investing, Lifestyle, Money News, Protect your wealth, Real Estate|

Annuities are changing. Find out what you need to know with Annuities for Dummies Author Kerry Pechter

Annuities have changed over the years.  Annuity Straight Talk's Bryan Anderson explains why annuities may be a better choice than ever. https://www.youtube.com/watch?v=I3LALBOBfb0&t=5s #annuities, #annuitystraighttalk, #bryananderson, #bryan-anderson-annuities

Why leverage whole life insurance to finance real estate purchases?

by Daniel Stewart Individuals typically rely on traditional methods like bank loans or mortgages when purchasing high-ticket items, such as real estate, businesses, or automobiles. However, the rich have used a lesser-known financial tool for years to grow their wealth and accumulate more assets. This financing method is a powerful strategy that some call "infinite [...]

By |2023-08-26T22:40:09+00:00August 26th, 2023|Investing, Leave a Legacy, Money News, Real Estate|

Are you reading annuity “fake news?” Bryan Anderson calls out annuity misinformation.

Authored By Bryan Anderson, Annuity Straight Talk   https://annuitystraighttalk.com/misinformation-on-annuity-org/

Teresa Kuhn: Would you rather be a “Vanderbilt” or a “Rockefeller”?

By Teresa Kuhn, JD, RFC Living Wealthy Financial Arguably the most well-known moneyed dynasties in American history were the Vanderbilts and the Rockefellers. Both families gained notoriety for the vast fortunes they amassed via shrewd business maneuvers, their philanthropic gestures, and of course for family drama and scandals. One of these families, however, was able [...]

By |2024-06-10T17:59:42+00:00July 25th, 2023|Investing, Leave a Legacy, Protect your wealth, Taxes|

Is “Buy Term and Invest the Difference” (BTID) a flawed strategy for most people?

By Brian Swerdlow Many people want to balance their need for life insurance with their need to save and grow their wealth as much as possible. In the 1970s, an insurance agent came up with what proved to be a popular but possibly flawed solution- "buy term and invest the difference." Buy term and invest [...]

Brian Swerdlow. Could adding dividend-paying stocks to your retirement portfolio make sense?

by Brian Swerdlow Retirement planning is a concern that can arise even though you may be years away from hitting the golden years. It's natural to think about how you'd like your retirement life to look and to seek ways to grow wealth while minimizing the risk of losing money. When clients ask for advice [...]

Teresa Kuhn: Should you add an annuity to your retirement plan?

By Teresa Kuhn While I firmly believe that a properly structured and optimized whole life policy is the cornerstone of effective financial planning, some people may benefit from another popular safe money product to their portfolio-the annuity. Baby boomers, Genxers, and Millenials are all nearing or in retirement. Unfortunately, many retirees and pre-retirees have had [...]

Bryan J. Anderson: Safe Money Radio- Is it a good idea for either agents or consumers?

https://www.youtube.com/watch?v=aipviqdBPAg&t=16s Bryan talks about the issues he has with #Safemoneyradio and why he prefers agent-direct companies over IMOs when possible.  Bryan J. Anderson of #annuitystraighttalk discusses the issues he has with pre-packaged, turnkey scripted radio programs that push certain annuities, whether or not they are the best choice for a particular client. Bryan would never [...]

Daniel Stewart: Are you taking advantage of the tax benefits of permanent life insurance?

By Daniel Stewart   Many people see their life insurance policies as financial safety nets and wealth transference vehicles for their loved ones. However, beyond the primary benefit of providing financial security to your family, your life insurance, especially whole life or indexed universal life, also offers powerful tax advantages that will help you achieve [...]

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