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This week we’ve got Barry Rutten, the Co-Founder of WealthDefense Financial Advisors who focus on business owners, high-income professionals & real estate investors
Barry and I talk about financial planning for the future, how sound financial planning could be a way to achieve early retirement and how a life insurance’s cash value can be used as a “bond proxy” to minimize the volatility of interest rates.
Links:
Wealthdefensegroup.com
Book Links:
Profit First by Mike Michalowicz
The Intelligent Investor By Benjamin Graham
Psychology of Money by Morgan Housel
Send me a text
Download my FREE 8-Figure Playbook
This playbook walks through the exact process I used to build from $0 in 2016 to $50M+/year today across multiple franchise brands
Grab it here: https://brianbeers.kit.com/b79cf77012
Let's connect:
Find me on X
Instagram
LinkedIn
YouTube
5
7676 ratings
This week we’ve got Barry Rutten, the Co-Founder of WealthDefense Financial Advisors who focus on business owners, high-income professionals & real estate investors
Barry and I talk about financial planning for the future, how sound financial planning could be a way to achieve early retirement and how a life insurance’s cash value can be used as a “bond proxy” to minimize the volatility of interest rates.
Links:
Wealthdefensegroup.com
Book Links:
Profit First by Mike Michalowicz
The Intelligent Investor By Benjamin Graham
Psychology of Money by Morgan Housel
Send me a text
Download my FREE 8-Figure Playbook
This playbook walks through the exact process I used to build from $0 in 2016 to $50M+/year today across multiple franchise brands
Grab it here: https://brianbeers.kit.com/b79cf77012
Let's connect:
Find me on X
Instagram
LinkedIn
YouTube
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