From confusion to clarity — Kuldeep Madan shares his inspiring journey from a college graduate unsure of his path to a trusted expert in premium financing and estate planning. In this eye-opening episode, Brock Fortner and Kuldeep break down the powerful role of life insurance in wealth preservation and the strategic planning that must come before the purchase.

Discover how premium financing can be a game-changer for high-net-worth individuals, why whole life insurance stands out, and what every client should know before diving in. Kuldeep explains the mechanics — from collateral to financing options — and shares real-world case studies that highlight the impact of smart financial planning.

This conversation goes beyond numbers — it's about mentorship, mindset, and mastering the long game in finance. If you're serious about protecting and growing wealth, this episode is your roadmap to making informed, strategic decisions.

#EstatePlanning #LifeInsuranceStrategy #GrowthMindset

#MentorshipMatters #FinancialFreedom #WealthBuilding

#FinancialPlanning #MoneyMatters

In this episode, Brock Fortner sits down with Tommy Schaaf entrepreneur, sales trainer, and storyteller with a one-of-a-kind journey. From being “chronically unemployable” to building a thriving career, Tommy shares powerful lessons on dreaming big, defining success, and leveraging niche marketing. The conversation explores his passion for baseball and bobbleheads, investing in the Field of Dreams, and how faith, identity, and mentorship shaped his path. Hear insights from icons like Tony Robbins and Robert Cialdini, and learn what separates high performers from the rest. Whether you're an entrepreneur, dreamer, or simply seeking purpose, this episode offers wisdom and motivation to help you turn your story into impact.

#EntrepreneurJourney #SalesTraining #NicheMarketing #FaithAndBusiness #TommySchaaf #BrockFortner #HighPerformance #FieldOfDreams #InspiringStories #PodcastInterview #BusinessGrowth

Get ready to ignite your inner power! In this transformational episode, Brock Fortner interviews Joey Klein renowned mentor, author, and master of emotional training. Joey shares his incredible journey from adversity to achievement, revealing the life-changing tools behind his books The Inner Matrix and Relationship Alchemy.

Discover how mastering your inner world can unlock unstoppable success in life, business, and beyond. Joey dives deep into the art of emotional mastery, the power of breathwork, and why loving the process is the true key to greatness. Through personal stories and proven strategies, he shows you how to overcome self-doubt, build unshakable resilience, and align your emotions with your biggest goals.

If you’re ready to take control of your life, achieve more by doing less, and unlock your full potential, this conversation is your starting point. Your transformation begins here!

#PersonalGrowth #EmotionalTraining #SelfDevelopment #UnlockYourPotential #MindsetMastery #TransformationJourney

In this episode, Brock Fortner sits down with Mike Isom to discuss his rollercoaster journey through financial success, devastating loss, and ultimate recovery. Michael opens up about his early experiences with money, the painful lessons he learned from misplaced trust in investments, and the emotional toll of financial downfall. Together, they dive into the principles of human life value, personal responsibility, and financial clarity, key elements in building lasting wealth. 

Mike also breaks down the AIS framework (Asset, Investment, Strategy) and the power of investing in oneself. They also explore cash flow management, strategic investing, and the role of life insurance in financial planning. Mike and Brock highlight how understanding risk, leveraging death benefits, and making informed financial decisions can empower individuals especially young professionals and business owners to build long-term security and wealth. 

This episode is packed with valuable insights you won’t want to miss!

#FinancialFreedom #WealthBuilding #MoneyMindset #CashFlow #InvestmentStrategies #LifeInsurance #Entrepreneurship #WealthManagement #PersonalFinance #FinancialSuccess #MoneyMatters #BusinessGrowth #PassiveIncome #FinancialClarity #SmartInvesting

In this conversation, Brock Fortner interviews Tom, a seasoned financial advisor with a PhD in retirement income planning. They discuss the intricacies of whole life insurance, its benefits, and its role in retirement planning. Tom explains how whole life insurance differs from term insurance, emphasizing its guaranteed nature and cash value growth. The discussion also covers the importance of mutual insurance companies, the guarantees they provide, and the concept of a volatility buffer strategy to mitigate risks in retirement. Overall, the conversation highlights the value of whole life insurance as a financial tool for long-term security and peace of mind. In this conversation, Tom and Brock delve into the significance of whole life insurance in retirement planning, emphasizing its role as a financial buffer against market volatility. They explore the baseball analogy of having a 'reliever' in financial planning, the importance of understanding the death benefit, and the advantages of starting whole life insurance policies early. The discussion also touches on the value of whole life insurance for high net-worth individuals and the nuances of policy loans, including direct versus non-direct recognition.

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In this engaging conversation, Brock Fortner and Garrett discuss the significance of mentorship, personal growth, and the importance of investing in oneself. They explore Garrett's background, his journey through health challenges, and the role of skill development in achieving financial success. The dialogue emphasizes the mindset of playing to win versus playing not to lose, and the necessity of designing a fulfilling life. Garrett shares insights on the value of mistakes in the learning process and the importance of being open to receiving recognition for one's achievements. In this conversation, Garrett and Brock explore the principles of entrepreneurship, focusing on the importance of embracing vulnerability, the Rockefeller method for building a legacy, and the significance of cash flow over net worth. They discuss strategies for avoiding the pitfalls of trust fund mentality in families, the nuances of insurance options, and the necessity of investing in oneself early in life. The dialogue emphasizes creating a fulfilling life that doesn't necessitate retirement, advocating for a community of multipliers who contribute positively to the world.

Check Out Garrett’s Books: [https://v1.wealthfactory.com/about/team/]