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    investing strategies

    Explore " investing strategies" with insightful episodes like "Expand Your Empire 23: Building Your Personal Brand on Social Media w/ Shawn Rider", "Best of Q4 2023", "Jefferson K Rogers - Going All In", "Uncovering Buffet's Wisdom, UK Censorship Tactics & Navigating Inflation - The Mark Moss Show" and "What is Wealth? 🎙️ "Unlock the True Essence of Wealth!" 🌟" from podcasts like ""The Tactical Empire", "The Tactical Empire", "The Tactical Empire", "The Mark Moss Show" and "FIRE Mastery Podcast"" and more!

    Episodes (39)

    Expand Your Empire 23: Building Your Personal Brand on Social Media w/ Shawn Rider

    Expand Your Empire 23: Building Your Personal Brand on Social Media w/ Shawn Rider

    Key Moments

    • [00:00] Introduction to the episode and guest Shawn Rider.
    • [02:15] Shawn's early struggles and the turning points in his life.
    • [05:00] The role of discipline and resilience in Shawn's success.
    • [10:30] Key strategies Shawn used to overcome adversity.
    • [15:45] Investing strategies that worked for Shawn.
    • [20:00] Family dynamics and the importance of support.
    • [25:10] Shawn's advice for listeners facing challenges.
    • [30:00] Closing thoughts and the future outlook.

    You can connect with Shawn Rider on Facebook and Instagram.

     

    If what you heard resonated with you, you can find Jeff on Instagram, Facebook.

     

    If you're interested you can visit The Tactical Empire's website https://www.thetacticalempire.com/home-4169.

     

    And don’t forget to visit us on Apple Podcasts to leave a review and let us know what you think! Your feedback keeps us going. Thanks for helping us spread the word! 

    Best of Q4 2023

    Best of Q4 2023

    Annual Planning with Your Spouse

    • Timestamp: [00:00:00 - 00:04:00]
    • Summary: Discussion about annual planning as a couple, the importance of aligning and planning for the future together, and practical tips for effective annual planning.

    High-Performance Youth Sports Coaching

    • Timestamp: [00:05:00 - 00:07:00]
    • Summary: Insights on nutrition and hydration for young athletes, emphasizing the importance of protein intake and hydration to enhance performance and reduce injury risk.

    Integrating Critical Tasks into Daily Life

    • Timestamp: [00:08:00 - 00:14:00]
    • Summary: Jeff Smith discusses the importance of moving from a reactionary mindset to a proactive one by integrating critical tasks into daily routines for achieving long-term goals.

    Benefits of Airbnb Arbitrage

    • Timestamp: [00:15:00 - 00:17:00]
    • Summary: An expert shares insights on Airbnb arbitrage, highlighting its advantages over traditional long-term tenancy, including maintaining the asset's quality and ensuring consistent income.

    Holiday Habits and Nutrition

    • Timestamp: [00:18:00 - 00:20:00]
    • Summary: Jeff and Shawn discuss maintaining health and fitness habits during the holidays, focusing on the importance of sleep, nutrition, and balancing indulgences with health goals.

    Leading by Example and Transforming Life

    • Timestamp: [00:21:00 - 00:24:00]
    • Summary: A discussion on the transformative journey of a father, the impact of personal development on family life, and setting a positive example for children, especially in challenging times.

    If what you heard resonated with you, you can find Jeff on Instagram, Facebook.

     

    If you're interested you can visit The Tactical Empire's website https://www.thetacticalempire.com/home-4169.

     

    And don’t forget to visit us on Apple Podcasts to leave a review and let us know what you think! Your feedback keeps us going. Thanks for helping us spread the word! 

    Jefferson K Rogers - Going All In

    Jefferson K Rogers - Going All In

    Meet Jefferson K Rogers, the CEO and founder of JKR Windows, a thriving multi-million dollar company. With expertise in sales, the home improvement industry, investing, and public speaking, Jefferson has achieved significant milestones throughout his career. He propelled JKR Windows to $20 million in the first 6 years, is a best-selling author with the recent release of his book "All In," and boasts victories in physique and motocross competitions.

    What You'll Learn:

    • The importance of being aware of the world 
    • The need to actively seek a different environment for change
    •  How to make yourself an asset in everyday life

    Contact Information: Connect with Jefferson K Rogers on Instagram: @jeffersonkrogers and visit his website: jeffersonkrogers.com.

    If what you heard resonated with you, you can find Jeff on Instagram, Facebook.

    And don’t forget to visit us on Apple Podcasts to leave a review and let us know what you think! Your feedback keeps us going. Thanks for helping us spread the word! 

    If what you heard resonated with you, you can find Jeff on Instagram, Facebook.

     

    If you're interested you can visit The Tactical Empire's website https://www.thetacticalempire.com/home-4169.

     

    And don’t forget to visit us on Apple Podcasts to leave a review and let us know what you think! Your feedback keeps us going. Thanks for helping us spread the word! 

    Uncovering Buffet's Wisdom, UK Censorship Tactics & Navigating Inflation - The Mark Moss Show

    Uncovering Buffet's Wisdom, UK Censorship Tactics & Navigating Inflation - The Mark Moss Show

    Join Mark Moss in an enlightening episode as he dives into the intricate world of investing, censorship, and economic trends. In the first segment, Mark shares six invaluable takeaways from Warren Buffett's mentor, Benjamin Graham, extracted from the timeless book 'The Intelligent Investor'. These lessons are not just historical artifacts; they're tools Mark has personally used to build multiple eight-figure portfolios, and he believes they can help you too.In the second part of the episode, the focus shifts to recent developments in the UK around censorship. Here, Mark analyzes leaked documents that reveal how anti-disinformation campaigns can be manipulated for political gains, impacting both the left and right sides of the spectrum. This discussion is critical for understanding the complex dynamics of modern media and information warfare.Finally, Mark delves into the current state of inflation, breaking down the latest Consumer Price Index (CPI) data and its implications for the economy and investors. With his expertise, Mark provides insights into navigating these challenging economic times, offering advice on how to safeguard and grow your investments.Join us on this episode of the Mark Moss Show for a deep dive into the realms of smart investing, political machinations, and economic strategies in an ever-changing world.

    See omnystudio.com/listener for privacy information.

    Introduction

    Introduction

    Get ready to ignite your financial future with the FIRE Mastery Podcast!  Financial Independence, Retire Early !

    Join me, RR, Rajeshwar Reddy, your expert host with 18 years of proven success. Whether you're just starting out or a seasoned pro, this podcast is your ultimate guide to mastering the art of Personal Finance.

    Discover the secrets to achieving financial freedom and happiness as I share my invaluable insights and battle-tested strategies. From overcoming obstacles to reaching your money goals, each episode is packed with practical tips and tricks you can implement right away.

    Fuel your ambition and stay inspired with my captivating stories and hard-earned lessons from my own journey. So, don't wait any longer! Subscribe to FIRE Mastery Podcast on Bingepods and your favourite platforms today. Empower yourself, grow your wealth, and let's set your dreams ablaze! Don't forget to spread the word to friends and colleagues – together, we'll conquer Personal Finance and embrace a prosperous future!

    Limitless Bricks 🧱

    Limitless Bricks 🧱

    In this episode of Limitless Podcast, we sit down with Randy Rowe and Danai Hall for a deep dive into the world of investing, market trends, and the impact of family dynamics on business decisions. We explore the vibrant ecosystem of the stock market, the different voices that shape it, and how real-life events can ripple through the market. We also touch on the power of control and the importance of understanding your influence as an investor. So, buckle up and join us on this exciting journey!

    Youtube version 📺
    Check out our Stocks to watch for 2023 episode 🔮
    MyMoneyJA Discount code 💲
    Succession Show   👨‍👦‍👦
    Listen to more episodes 🎧
    Follow us on Twitter 🐥
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    Earnings season podcast 🎧
     
    The content of all episodes of this podcast is solely the opinions of the hosts and their guests. These opinions should not be misconstrued as recommendations or financial advice for any investment decisions.

    Support the show

    Penny Wise, Pound Foolish: A Perspective On Financial Myopia

    Penny Wise, Pound Foolish: A Perspective On Financial Myopia

    Want to listen to more episodes? Visit **https://www.monologuesbyhasi.com/** or subscribe on your favourite podcast app.

    To get in touch and leave me your 2c or ideas you'd like me to discuss in a future episode email me at hasi@monologuesbyhasi.com or reach me on twitter @realHasinthaA.

    My intro and outro music are courtesy of Max Maikon and the Youtube Audio Library. Full credits are as follows:

    Track: Equilibrium — Max Maikon [Audio Library Release]

    Music provided by Audio Library Plus

    *Watch:**https://youtu.be/v2G8waOzPQA***

    *Free Download / Stream:**https://alplus.io/equilibrium***

    Your Guide to Building a Brighter Financial Future w/ Bill Keen of Keen Wealth Advisors

    Your Guide to Building a Brighter Financial Future w/ Bill Keen of Keen Wealth Advisors
    • Shane Stolp introduces Bill Keen, the founder, and CEO of Keen Wealth Advisors.
    • Shane talks about the importance of learning about money and planning for the future.
    • Bill Keen shares his story of growing up with financial struggles.
    • Bill's book called "Keen on Retirement" teaches people how to plan for their future.
    • They teach the importance of trusting a financial advisor.
    • They explain how to save money and make it grow over time.
    • They talk about the stock market and why it's important to understand how it works.
    • They address common fears about the stock market and explain why it's important not to be afraid.
    • The episode ends with a reminder to believe in your financial plan and work towards building wealth for the future.

    We Are In A New Bull Market: Why You Should Care!

    We Are In A New Bull Market: Why You Should Care!

    Check out my resources!

    Click Here To Join The Financially Bulletproof Investing Course! 

    Click Here To Download my Free Financially Bulletproof Checklist

    ---

    In this episode of the Better Wallet podcast, host Marc discusses transitioning from a bear market to a bull market, emphasizing the importance of investing during the bull market phase. He explains the concept of market cycles, shares insights from his background as a financial advisor, and highlights the benefits of staying invested. Marc encourages listeners to take advantage of the current bull market, offering a free class on investing in index funds.

    Timestamps:
    [00:00:20] Bear-to-bull market transition.
    [00:00:50] How to position oneself in the bull market.
    [00:01:40] Rich people are buying during market downturns.
    [00:02:10] The market works in cycles like a tree.
    [00:03:00] Definition and significance of a bull market.
    [00:03:30] Bull market during COVID-19.
    [00:05:00] Doubling investments during the last bull market.
    [00:06:10] The shortest bull market since 1932.
    [00:07:00] Joining the investing wave.
    [00:08:10] Market is still at an 8% discount from all-time highs.
    [00:09:20] Webinar teaching about investing in index funds.
    [00:12:10] Seizing opportunities in the bull market.


    ---

    Connect with Me!

    Instagram: @BetterWallet

    TikTok: @BetterWallet

    Twitter: @TheBetterWallet

    YouTube: @BetterWallet


    High Conviction - Why It Works

    High Conviction - Why It Works

    Nobody will take you more seriously than you take yourself - especially ultra-wealthy investors. 

    Having high conviction in who you are and what you do is one of the most compelling features of your deal, which is why it's so crucial to develop. 

    See the full presentation here on high conviction and why it works:

    #highconviction #ultrawealthy #investors #dealmaking #investorsdeals #investingstrategies #investingtips #wealthmanagement #wealthbuilding 

    --------
    The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  

    To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

    Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com

    ►Where to follow and listen to Richard:

    Twitter: https://Twitter.com/RichardCWilson
    Website: http://www.FamilyOffices.com
    LinkedIn: https://www.Linkedin.com/in/singlefam...
    iTunes: https://itunes.apple.com/us/podcast/f...
    Products: http://FamilyOffices.com/wp-content/u...
    Facebook: https://www.Facebook.com/Family-Offic...
    Trainings: https://www.InvestmentCertifications.com
    Bootcamps: http://FamilyOffices.com/Capital
    Family Offices Summits: http://FamilyOffices.com/:
    Family Office Jobs:http://FamilyOfficejobs.com/

    ----

    ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup
    --
    Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

    16 Year View of The Forest

    16 Year View of The Forest

    Have you ever wondered what everyone who has raised at least $25M+ has in common? 

    After 175 live events, 600 pitch deck reviews, and 780 created assets, we know the golden threads that everyone raising capital must follow for success. 

    Check out our complete 16-year view of the forrest here:

    #capitalraising #raisingcapital #assets #wealthmanagement #wealthbuilding #pitchdeck #investingtips #familyoffice 
    ---------------------------

    The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  

    To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

    Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com

    ►Where to follow and listen to Richard:

    Twitter: https://Twitter.com/RichardCWilson
    Website: http://www.FamilyOffices.com
    LinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/
    iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2
    Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf
    Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/
    Trainings: https://www.InvestmentCertifications.com
    Bootcamps: http://FamilyOffices.com/Capital
    Family Offices Summits: http://FamilyOffices.com/:
    Family Office Jobs:http://FamilyOfficejobs.com/

    ----
    Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.
    ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup
    --
    Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

    Insights from 100 Capital Raisers who Raised $100M+ | BONUS Episode

    Insights from 100 Capital Raisers who Raised $100M+ | BONUS Episode

    What better way to gain valuable insight on capital raising than from those who have already raised over $100M+? 

    At each of our live investor summits, we have a line-up of speakers who will give a quick 10-15 minute presentation, each with something important to take away. 

    Check out more on some of our top capital raising strategies and best practices here in the full module of this bonus episode of our $100M Rainmaker series:

    #insights #investingtips #realestateinvesting #capitalraising #raisingcapital #investorsummit #investingstrategies #investingstrategy #bestpractice #investors 

    ----------------------------

    The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  

    To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

    Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com

    ►Where to follow and listen to Richard:

    Twitter: https://Twitter.com/RichardCWilson
    Website: http://www.FamilyOffices.com
    LinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/
    iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2
    Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf
    Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/
    Trainings: https://www.InvestmentCertifications.com
    Bootcamps: http://FamilyOffices.com/Capital
    Family Offices Summits: http://FamilyOffices.com/:
    Family Office Jobs:http://FamilyOfficejobs.com/

    ----
    Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.
    ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup
    --
    Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

    #9 What is Behind the Name 'Fast Follow Investor'?

    #9 What is Behind the Name 'Fast Follow Investor'?

    Fast Follow Investing draws parallels with the fast follow technology strategy. It also sounds much better than 'Tactical Asset Allocation' or TAA. TAA is the investment strategy on which Fast Follow Investing is based. My logo choice of raised glasses aims to make its implementation enjoyable. For Fast Follow Investing to work, you must calculate and make trades of passive, indexed ETFs every month. I suggest scheduling a monthly date night or friendly meet-up, given your stage in life. Include dinner and raised glasses of whatever you most enjoy and stay committed to the strategy.

    Related episodes:

    Episode #3: How to Create Great Wealth with Little Stress

    Episode #4: How to Gain Control of Your Buy and Hold Portfolio

    Episode #5: The Life-Changing Magic of Monthly Date Nights

    ---

    Welcome to the Fast Follow Investor Podcast. I am a founder and financial coach. Each week, we study smarter wealth-building strategies for entrepreneurs and investors. I want all of us to reach financial freedom faster and live the absolute best lives we can.

    If you’ve recently discovered the podcast, please listen to Episode #1 for a guide to navigating back episodes.

    Access all of my writing at fastfollowinvestor.com.

    Subscribe for free at fastfollowinvestor.com/subscribe.

    One way that you can support the podcast is to like and comment on it inside your podcast player. If you choose to do this for me, write me a comment, take a screenshot, and email me at brian@fastfollowinvestor.com. The next 10 to do this will get a free year of my monthly investing service. Use it to diversify your existing buy & hold strategy. 

    This offer is in no way financial advice. Rather, it is very important financial education!

    EP52: Never Miss Your Top Goals In Life By Investing In Hard Assets - Billy Keels

    EP52: Never Miss Your Top Goals In Life By Investing In Hard Assets - Billy Keels
    • The impact of going through challenging situations
    • How investing in diversified RE assets can build wealth faster
    • Key advice on becoming wiser with your finances as an investor
    • A strategy for professionals to create wealth while reducing income tax
    • Why you should educate yourself first before investing

     

    Resources/Links Mentioned In This Episode

     

    Do you want to reduce your tax bill and claim more of your hard-earned W-2 income? Go to https://www.firstgencp.com/paylesstax to learn an investment strategy that will help you put your money back in your pocket!

     

    About Billy Keels

    Billy is a Strategic Advisor at First Generation Capital Partners (FGCP™), host of the Going Long Podcast with Billy Keels, and Founder of KeePon Cashflow. He is an international real estate entrepreneur, problem-solver, author, coach, public speaker, mentor, and a former high-performing corporate executive. Billy grew up in Columbus, Ohio but now resides in Barcelona, Spain, and has traveled to over 50 countries. Through FGCP™, Billy helps high-income professionals and first-generation investors become accredited investors and achieve financial freedom by passively investing cash-flowing and tax-efficient tangible assets while keeping Uncle Sam out of their pockets.

     

    Connect with Billy

     

    Connect With Us

    To connect with Saket Jain, as well as with other Migrate 2 Wealth listeners, and get the latest scoop on new and upcoming episodes, join Migrate 2 Wealth Community on Facebook.

     

    Follow Our Social Media Pages!

    EP51: Education And Taking Action | Investing’s Best 1-2 Combination - Mark Livingston

    EP51: Education And Taking Action | Investing’s Best 1-2 Combination - Mark Livingston
    • Simple and effective ways to overcome the fear of investing
    • Why it’s beneficial to have a coach
    • Significance of being in a tax-efficient business
    • Perks of having a sustainable source of passive income 
    • The value of seeking help and being open to others

     

    Resources/Links Mentioned In This Episode

     

    About Mark Livingston

    Mark is a corporate executive and CPA who has built successful teams in various industries and leads finance teams in multiple states and countries. He is a real asset investor and syndicator (real estate and natural resources), Amazon's #1 best-selling author, and Match Real Asset Partners CEO and founder. Mark has 35+ years of professional financial experience creating profitable investment strategies with real estate and natural resource projects.  In 2015, Mark began a journey to educate himself on real estate investing and develop his own "side business" to improve the performance of his investment portfolio with investments in real estate. As of 2020, his business has turned in just over 100 transactions involving raw vacant land. Mark began to help educate others interested in learning how easily they can take control of their investment portfolio, invest in real estate and improve the financial performance of their portfolio.

     

    Connect with Mark

     

    Connect With Us

    To connect with Saket Jain, as well as with other Migrate 2 Wealth listeners, and get the latest scoop on new and upcoming episodes, join Migrate 2 Wealth Community on Facebook.

     

    Follow Our Social Media Pages!

    Unlocking Investor Influence | Ep 5

    Unlocking Investor Influence | Ep 5

    When raising capital, it's always important to know the type of investor that you want to target - and even more important to understand how to influence them effectively. 

    If you want to give yourself an unfair advantage in your market, you need to focus on attracting the right types of investors to your deals because these are the types who you can influence more. Listen to the full episode here to start your week with value-driven insights for this critical set of strategies:

    #investingtips #investors #investingstrategies #familyoffice #dealmaking #investorinsights #influence #investing #realestateinvesting 
    -------

    The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  

    To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

    Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com

    ►Where to follow and listen to Richard:

    Twitter: https://Twitter.com/RichardCWilson
    Website: http://www.FamilyOffices.com
    LinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/
    iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2
    Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf
    Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/
    Trainings: https://www.InvestmentCertifications.com
    Bootcamps: http://FamilyOffices.com/Capital
    Family Offices Summits: http://FamilyOffices.com/:
    Family Office Jobs:http://FamilyOfficejobs.com/

    ----
    Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.
    ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup
    --
    Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

    EP49: What You Need To Know About Life Insurance Policies - Rod Zabriskie

    EP49: What You Need To Know About Life Insurance Policies - Rod Zabriskie
    • Why it’s ideal to invest in a life insurance policy today
    • Typical whole life insurance policy vs. Money Insights’ policies
    • Who should you get as your insurance agent?
    • Understanding the tax-efficient nature of a life insurance
    • Great advice for people who want to start investing 

    Resources/Links Mentioned In This Episode

     

    Interested but don’t know how to start investing? Take the Investor Quiz to find out what type of investor you are at https://moneyinsightsgroup.com/investor-quiz/

     

    About Rod Zabriskie

    Rod is the President of Money Insights, working directly with clients and the team to create an enjoyable environment. He has worked in financial services since 2009, after a decade of working in small businesses for others. He holds an MBA with an emphasis in entrepreneurship and an undergraduate degree in Marketing Communications. Rod is married to Jodi, and they have seven amazing children.

     

    Connect with Rod

     

    Connect With Us

    To connect with Saket Jain, as well as with other Migrate 2 Wealth listeners, and get the latest scoop on new and upcoming episodes, join Migrate 2 Wealth Community on Facebook.

     

    Follow Our Social Media Pages!

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