Episodes
Wednesday Mar 01, 2023
Podcast number 70 manage your taxes and build wealth
Wednesday Mar 01, 2023
Wednesday Mar 01, 2023
In this podcast we talk about a few was to minimize your taxes while building wealth and establishing retirement income.
Tuesday Jan 31, 2023
Podcast# 69 establish a private pension plan
Tuesday Jan 31, 2023
Tuesday Jan 31, 2023
During this podcast we discuss the concept of private pension plans funded with index universal life insurance policies. You will learn what a pension plan or defined benefit plan is and how you can establish your own non-qualified private pension plan.
Thursday Jan 12, 2023
Podcast number 68 For on your needs vs your wants for the first 90 days
Thursday Jan 12, 2023
Thursday Jan 12, 2023
In this podcast we talk about spending on needs for the first 3 months of the year, not your wants. Redirect all extra funds toward savings or debt reduction. This is called zero-balance budgeting.
Approaching the beginning of the year in this way puts in a discipline mindset, and will properly prepare you for your wealth building journey.
Monday Dec 12, 2022
Podcast Number 66 Know your percentages
Monday Dec 12, 2022
Monday Dec 12, 2022
Percentages are present in all aspects of your financial life. It is extremely important that you know what percent of your money is where and why.
These percentages such as, percent of cash, stocks, bonds, real estate, etc should be in line with your goals and risk tolerance.
Monday Oct 17, 2022
Monday Oct 17, 2022
Today we talk about the concept of investing in single family and multi-family real estate and using the monthly cashflow to pay life insurance premiums for an index universal life policy.
This strategy can provide you with tax-free cash as well as tax-free income if you commit to the time it takes to accumulate value. this is sometimes called a private bank and a private pension.
We also talk with real estate investor and former NFL player Todd Scott. Todd is the owner of Great Scott Enterprises; and he gives us a masters class on how to invest in single family and multi-family units.
Thursday Sep 22, 2022
Podcast number 64 When investing in any market it is important to be discipline
Thursday Sep 22, 2022
Thursday Sep 22, 2022
In this episode we discuss the importance of having a functional investment plan or strategy in place. But all the planning in the world means nothing unless you are consistently working your plan with discipline and conviction!
Wednesday Aug 31, 2022
Podcast number 63 To Thine Own Self be True: Know your risk tolerance
Wednesday Aug 31, 2022
Wednesday Aug 31, 2022
You have got to know what investments work for You; not what other people say is for you, or what they are investing in. Know what average annual return You need to reach Your goals, and what amount of risk that You are comfortable taking.
Wednesday Aug 10, 2022
Podcast number 62 Don’t count other peoples money
Wednesday Aug 10, 2022
Wednesday Aug 10, 2022
Stay in our wealth building lane. What he has and what she got has nothing to do with your journey. Use it as motivation; but not as a gauge.
During this weeks podcast we talk with Jornae Rideaux a young entrepreneur trying to grow her business and build wealth. Jornae owns Produce Milk (www.producemilk.com) She talks about the pitfalls of paying too much attention to social media feeds of people Living Their Best Life! Not getting caught up in what they have, and focusing on what she has and what she is trying to accomplish financially; has been very beneficial in her wealth building journey.
Thursday Jul 28, 2022
Podcast Number 61: There is a place for every dollar and every dollar has its place
Thursday Jul 28, 2022
Thursday Jul 28, 2022
It is important that you have your money in the correct savings and investment vehicles when you are trying to build wealth. You would not keep your meat in the pantry! Don't keep your long-term investments in cash, or your emergency cash in stocks!
During this podcast we talk about the three-bucket approach to managing money.
Tuesday Jul 12, 2022
Podcast 60 Treat excess weight like debt! Shed pounds and build wealth!
Tuesday Jul 12, 2022
Tuesday Jul 12, 2022
In this episode we discuss the importance of overall good health and weight management. There seems to be a direct correlation between weight loss and improved finances.
We talk with Iisha Taylor, a certified Trainer and owner of Taylor'd Training in Louisville, KY.
She shares with us some great ideals regarding fitness management!
Iisha can be reached at taylordtrainingcoaching.com