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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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I recently attended a financial advisor conference — impressive businesses, billions in annuities and AUM… but almost no mention of life insurance.
And that’s the problem. Most advisors ignore one of the most powerful wealth-building tools available: leveraged life insurance.
When structured correctly, it can: ✅ Generate tax-free retirement income ✅ Serve as a funding vehicle for real estate & other investments ✅ Reduce your lifetime taxes (income + estate) ✅ Create a lasting family legacy
Meanwhile, most clients are stuck with taxable investments, “tax-deferred” retirement plans, and strategies that enrich Wall Street — not them.
This isn’t a gimmick. It’s a strategy built on 100+ year-old companies with proven stability. Done right, it can transform a “good” financial plan into a great one.
📩 Reach out if you want to learn how to leverage this strategy for your wealth.
#FinancialSecrets #WealthBuilding #TaxFreeIncome #MoneyTips #RetirementPlanning #LeveragedLife #FinancialIndependence #SmartMoney #LegacyPlanning #WiseMoneyTools
349 episodes
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