Make Your Wealth Work

Don't Let Strangers Own Your Money!!


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In today’s episode, host Joe Pantozzi challenges conventional wisdom about financial planning. Is life insurance the overlooked key to a strong portfolio? With insights from his mentor, Nelson Nash, Joe reveals why life insurance stands out as a uniquely reliable investment. 

Joe will share eye-opening statistics on retirement savings across generations and the effects of inflation on your financial future. Prepare to rethink your current strategy with Joe's practical advice on creating a robust savings commitment. 


If you're serious about making your wealth work smarter, tune in now!


Show Highlights


  • Should your portfolio have life insurance? [00:14]

  • This makes life insurance stand out as an investment [01:00]

  • Learn about the statistics on retirement savings across generations [01:36]

  • Why aren’t people saving enough? [03:07]

  • Discover the biggest savings challenges and drains [04:28]

  • The importance of a walk-away fund [05:27]

  • Time to get serious about your savings commitment [06:33]

  • This should not prevent you from saving money [07:12]

Reach out to me: [email protected] https://www.linkedin.com/in/joe-pantozzi-941a073/ AlphaOmegaWealth.com


 

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Make Your Wealth WorkBy Joe Pantozzi & Jason K Powers