The Advisor Advantage

If you're looking for new strategies to attract clients this is the episode for you. Kim and Tammi talk about keeping your marketing and message simple and they even share a new real estate strategy you'll love. In the end, Tammi interviews fellow advisor Caleb Guilliams.

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

• New strategies with real estate - 2:40
• People want simplicity - 3:47
• How Kim created the seven phases of a person's financial progress- 6:39

• In the advisor section of the podcast, Tammi talks with the youngest advisor in the movement: Caleb Guilliams - 9:57

• Caleb's story and background - 10:21
• The best value is education - 11:18
• Caleb's latest book - 13:21
• How he got started in the movement - 15:32
• Why he's interested in helping people be more efficient - 19:49
• His motivation to write the book - 20:08
• What drives people to have persistence? - 21:42

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This episode is all about how to convert assets into income. We'll also talk about the importance of the death benefit and life settlements as well. At the end of the podcast, Tammi interviews Greg Gentry at the Summit who has the intellectual capital to share with us.

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

• How to convert assets into income - 3:02
• How to use the death benefit while we are living - 3:42
• The importance of the death benefit - 4:23
• How to reduce taxes - 5:05
• Kim recommends when to spend the IRA - 6:05
• Why you should use the net income to pay your life insurance policy - 6:56
• How life settlements are great for cash flow - 7:32
• In the advisor section of the podcast, we get to listen to Greg Gentry at the 2018 Summit for Prosperity Economics Advisors - 9:00

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Today's episode is all about retiring, how people wanted to look a retiring and Kim's most significant advise: to NOT quit working entirely.

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

• Starting to think on retiring - 1:50
• Kim encourages us to keep working! - 2:33
• Working keeps you mentally and emotionally healthier - 3:10
• People want to create income - 4:04
• A bridge loan portfolio - 5:00
• Being focus on developing yourself - 6:13
• The importance of continue working - 7:19
• In the advisor section of the podcast, we get to listen to Reggie Victoria at the 2018 Summit for Prosperity Economics Advisors - 8:14
• Collaboration is vital in the financial arena - 9:55

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Kim talks talks about the phases of financial progress and how in the fourth phase the client begins to create wealth. Also in the advisor section of the podcast we get to listen to Noah Kelsch give his thoughts on the ups and downs we experience in life.

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

• Why Kim recommends to not pay extra against mortgages - 2:27
• Kim encourages us to buy real estate and to use life settlements - 2:56
• The advantage of buying more life insurance policies - 3:06
• The importance of going slow and starting small - 3:56
• Why it isn't a good idea to leave a loan in the life insurance fund - 5:26
• Why a loan analysis calculator is important - 7:28
• Kim talks about the death benefit - 8:03
• In the advisor section of the podcast we get to listen to Noah Kelsch - 8:23
• What to do when we can't control the ups and downs of life - 9:30
• Noah shares with us the analogy that he uses to the ups and downs of life - 11:10
• There aren't straight lines in nature - 13:15
• Tammi and Noah talk about Joseph Campbell's book: "The Power of Myth" - 16:20

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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 second phase of financial progress is the introduction of whole life insurance. Also Kim and Tammi mention the role of rental properties and the liability umbrella.

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

• If you have term insurance, you want to convert it to whole life - 2:24
• How life insurance is your liquidity - 3:17
• Rental properties and the liability umbrella - 4:23
• The importance of keeping savings - 6:02
• The symptoms of phase 1 and 2 - 6:22
• Why people want to invest before they save - 8:17
• Savings are the foundations of success - 8:42
• In the advisor section of the podcast we get to listen to Lou Pineda at the 2018 Summit for Prosperity Economics Advisors - 9:18

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Kim shares a portion of her infinite wisdom and talks about the first of seven phases of financial progress: The importance of savings.

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

• Why you should save 15% to 20% of your income, save first! - 3:32
• The importance of developing an emergency fund - 4:21
• The value of a human being is their income - 5:08
• The importance of paying credit cards and student loans - 5:46
• Kim talks about a "living trust" - 6:39
• In the advisor section of the podcast we get to listen to Janice Gehrman at the 2018 Summit for Prosperity Economics Advisors - 8:00

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In this seventh and final blindspot for personal finance, Kim talks about the things that "sound too good to be true". She talks about how to help clients with this and help them learn about the information that you discover by digging deeper.

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 new format of podcasts -2:19
• The 7th Blind Spot: If it sounds too good to be true you just need to dig deeper - 3:00
• The importance of giving advice to clients - 5:23
• They talk about the Seven Principles of Prosperity - 7:07
• Kim recommends us to use tutorials and blogs for learning - 10:07
• In the advisor section of the podcast we get to listen to Craig Rogers at the 2018 Summit for Prosperity Economics Advisors, even though he is not an advisor he attended the conference and shares with us his experience there - 11:40
• How this is a learning opportunity for him - 12:44
• He tells us how Kim Butler gave a lot of advice at the conference - 13:48
• They talk about the characteristics of the Brain Date style - 15:04

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In this 6th episode of Kim's seven blind spots of personal finance, Kim talks about a lie: "we invest before we save". We shouldn't invest before we save first. Kim also talks about the importance of teaching the young people to save first.

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 how we invest before we save - 2:27
• She talks about savings accounts called: Cash value life insurance - 3:09
• Kim explains to us the importance of saving - 3:49
• She talks about the cash value life insurance - 3:59
• It's savings that indicate liquidity and opportunity- 4:58
• Kim's recommendation: Dollars should be spent on needs - 5:37
• Kim talks about a cash flow calculator - 6:55
• She tells us the importance of saving - 8:30
• In the advisor section of the podcast we get to listen to John Householder at the 2018 Summit for Prosperity Economics Advisors - 9:07
• He talks about his favorite speaker on stage - 9:40
• He talks about one of his favorite conversations with an advisor - 10:51

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In this 5th episode of Kim's seven blind spots of personal finance, Kim talks about how a life insurance is only for when you die. She also talks about the death benefit.

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

• The 5th Blind Spot: The Life insurance is only for when you die - 2:05
• Kim tells us that life Insurance is for when you are living - 2:54
• She tells us that you can use the death benefit while you are living - 3:11
• You can utilize your death benefit while you are living for decrease taxation - 3:47
• Kim recommends the book Live Your Life Insurance - 6:10
• Kim tells us the importance of proving what you are talking about - 8:12
• In the advisor section of the podcast we get to listen to Curtis May at the 2018 Summit for Prosperity Economics Advisors - 8:57
• Curtis talks about the importance of work in your business - 10:56
• Curtis shares with us the importance of working in your leadership and working in your network - 11:16

Review, Subscribe and Share

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