The Advisor Advantage

Phases of Financial Progress. Phase 3: Seeking Alternatives And Opportunities - Episode 116


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The third phase of financial progress is how people take care of their emergency fund and their emergency opportunity fund.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

 

To learn more about the Prosperity Economics Movement

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

 

Show Notes

  • Kim talks about the Third Phase of Financial Progress - 1:53
  • Purchasing life insurance for the children - 2:57
  • Investments for IRA money - 3:20
  • Kim talks about the bridge loan environment - 3:55
  • "This is the phase of Opportunity, seeking alternatives" - 5:37
  • Cash, growth and income - 6:09
  • In the advisor section of the podcast we get to listen to Mark Bertrang at the 2018 Summit for Prosperity Economics Advisors - 7:15

 

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The Advisor AdvantageBy Kim Butler and Tammi Brannan

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