Posts Tagged ‘Take Control’
Infinite Banking During Economic Uncertainty: A Reliable Strategy
Imagine living during World War II, a time of profound global economic uncertainty. While governments struggled to manage soaring debts and economic upheaval, life insurance companies stood firm, fulfilling their guarantees and paying dividends. Even amid chaos, they remained a bedrock of stability. This resilience isn’t a fluke—it’s by design. Whole life insurance policies, which…
Read MoreCash is King and Cash Flow is Queen
In the world of finance, there are plenty of “rules” and opinions. Some people tell you to put every dollar to work, chasing high returns, while others preach the importance of saving. But today, we’re here to tell you why, beyond all of that, the most foundational rule is that cash is king. It’s a…
Read MoreThe Truth About Investing Diversification: Why It’s More Than Just Spreading Risk
Have you ever been told not to put all your eggs in one basket? If you’ve been in the financial world for any amount of time, whether through your 401(k) or investing in the stock market, you’ve likely heard this advice. Investing diversification has long been hailed as a tried-and-true strategy for mitigating risk, ensuring…
Read MoreReal Estate Investing in Today’s Economy, with Anna Kelley
Today, we’re talking with Anna Kelley, impact real estate investor, multifamily operator, and real estate mentor and coach, about the state of real estate investing. With today’s federal debt and high inflation environment, Anna cautions that it’s time to be in capital preservation mode, not focused on cash flow and appreciation. So if you want…
Read MoreBecoming Your Own Banker, Part 27: 7 Money Myths that are Costing You, Continued
Is what you think about money actually true? Is it helping or hurting you? Moving you forward and expanding your influence, or limiting you and your potential? If you joined us last week, you know that in true Bruce and Rachel fashion, we only covered half of our intended conversation, so we’re back to reveal…
Read MoreSurviving the Storm: Navigating War in Israel with Rabbi Lapin
When war across the world could mean war close to home or a whole world war … when conflicts thousands of years old can’t be solved overnight … when truth seems defined by who’s in power … when totalitarianism seems stronger than freedom and free markets … when open borders looked like compassion but instead…
Read MoreUsing IBC for Business, with Marcus Toal
Ever wondered how the Infinite Banking Concept (IBC) can protect your family and boost your business? That’s exactly what our client, Marcus, shares in this enlightening episode about using IBC for business. Since 2017, Marcus has leveraged the IBC to support his ventures, from real estate and flipping properties to running two unique franchises –…
Read MoreIs There a Banking Crisis? Silicon Valley Bank 2023
If you’ve paid any attention to the news recently, then you’ve probably heard about what’s happening with the Silicon Valley Bank. The news isn’t good, and it’s probably raising some questions. We’re here to unpack what you might be thinking about. Like, are we entering a banking crisis, and what does this mean for the…
Read MorePersonal Finance for Beginners
Here’s a listener question about personal finance for beginners: “What is the foundation or the starting point of wealth building? What are the core things I would want in place to start building wealth?” You might be asking the same question. Do you have savings you want to do something with? Are you wondering if…
Read MoreHow to Protect Your Money Against Inflation
Are you feeling the rise in prices and wondering what the long-term effects will be on your financial goals? When inflation eats away at the value of your dollars, how do you protect from inflation? What are your options for a level-headed approach to getting your money to do the most today and in the…
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