All Podcasts

Cut Through the Fluffy Marketing to Build Wealth Securely

You will hear all sorts of fluffy marketing terms when it comes to building wealth with life insurance. 🎧 Listen for tips on how to…
  • X <iframe frameborder="0" height="200" scrolling="no" src="https://traffic.libsyn.com/wealthtalks/Cut_through_the_Fluffy_Marketing_mixdown.mp3" width="100%"></iframe>

How are Numbers Looking on Actual 2018 Tax Returns?

Are you having to pay more income tax for 2018 than you planned?🇺🇸 Jack Cohen CPA joins us for a quick interview to share what…
  • X <iframe frameborder="0" height="200" scrolling="no" src="https://traffic.libsyn.com/wealthtalks/How_are_Numbers_Looking_on_Actual_2018_Tax_Returns_mixdown.mp3" width="100%"></iframe>

Should You Do a 1035 Exchange?

Similar to a 1031 exchange in Real Estate 🏘, a 1035 exchange lets you avoid tax and transfer your “cost basis” when exchanging life insurance…
  • X <iframe frameborder="0" height="200" scrolling="no" src="https://traffic.libsyn.com/wealthtalks/Should_You_Do_a_1035_Exchange.mp3" width="100%"></iframe>

We’re Going on a Wealth Cruise October 2019

You’ll get to hear proven practices for wise Money management, strong Family Relationships and good Health from the McFie Family, Krish Dhanam and Dr. John…
  • X <iframe frameborder="0" height="200" scrolling="no" src="https://traffic.libsyn.com/wealthtalks/Vacation_on_the_Wealth_Cruise.mp3" width="100%"></iframe>

What You Should Know About Disability and Long Term Care Insurance

Wikipedia reveals 91 different types of insurance 😲 – many of them you will never need. Life Insurance gets high attention on this show with…
  • X <iframe frameborder="0" height="200" scrolling="no" src="https://traffic.libsyn.com/wealthtalks/What_you_Should_Know_about_Disability_and_LTC_I_mixdown.mp3" width="100%"></iframe>

Life Insurance Lingo Made Easy

What’s the difference between direct and non-direct recognition? Does it matter? 🤷‍♀️ How does Re-insurance protect policy owners and beneficiaries? An inside perspective on Artificial…
  • X <iframe frameborder="0" height="200" scrolling="no" src="https://traffic.libsyn.com/wealthtalks/Life_Insurance_Lingo_Made_Easy.mp3" width="100%"></iframe>

Insurance Company Ratings and What they Mean for You

Come behind scenes and hear the reasoning around insurance company ratings, portfolio management, dividends and what it all really means for you in this special…
  • X <iframe frameborder="0" height="200" scrolling="no" src="https://traffic.libsyn.com/wealthtalks/Episode_2014_mixdown.mp3" width="100%"></iframe>

Would You Take a 5% Average Rate of Return?

You will love this entertaining and useful example of a 5% average rate of return! 😯 And you’ll never think the same way about AVERAGE…
  • X <iframe frameborder="0" height="200" scrolling="no" src="https://traffic.libsyn.com/wealthtalks/Episode_203_mixdown.mp3" width="100%"></iframe>

When trying to get ahead can put you behind

A recent caller with maxed out credit cards 💳 wants to retire in 5 years by investing in Real Estate. 🏠 Is it possible? Listen to this…
  • X <iframe frameborder="0" height="200" scrolling="no" src="https://traffic.libsyn.com/wealthtalks/How_to_Apply_The_Perpetual_Wealth_Code_in_your_life.mp3" width="100%"></iframe>

How to Keep More of the Money You Make

Recent questions reveal a natural perspective around using participating whole life insurance to build your wealth. Discover how policy loan interest works, what “backdating” means…
  • X <iframe frameborder="0" height="200" scrolling="no" src="https://traffic.libsyn.com/wealthtalks/How_to_Keep_More_of_the_Money_You_Make_mixdown.mp3" width="100%"></iframe>
21 Pages | 210 Results