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The Cash Value Solutions Podcast episodes
- 86: Financial Advisors
Jason and Kyle discuss “financial advisors”.
- Are we financial advisors?
- Having knowledgeable consultants is crucial for your business
- Access to capital is king in the business world, not rate of return
- Consider the source of the guidance you receive
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
18 min - 85: What To Look Out For In The Insurance Industry Today
Jason and Kyle discuss some changes going on in the insurance industry.
- What does the guarantee rate change mean for you?
- Is there any arbitrage in borrowing against you whole life policy?
Link to blog with interest chart: https://cashvaluesolutions.com/blog/i-dont-like-the-idea-of-paying-interest-when-i-use-my-infinite-banking-concept-policy
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
14 min - 84: Rate of Return vs. Value
Jason and Kyle discuss rate of return vs. value extraction.
- Rate of return doesn’t tell the whole story
- You cannot live or build off rate of return alone
Link to article: https://theinsuranceproblog.com/what-rate-of-return-beats-whole-life-insurance/
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
23 min - 83: You Don’t Have to Sell at the Top
Jason and Kyle explain why selling at the top isn’t necessary.
- Predicting the top of any market is nearly impossible
- IBC gives you consistent growth, with no risk of loss, and easy access to the capital
- Absolute dollars that you are generating in your system is much more important than rate of return
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
16 min - 82: Sequence of Returns Risk
Jason and Kyle go over their blog, “Sequence of Returns Risk”.
- Sequence of returns risk is the potential adverse effects your investment portfolio could receive when you are withdrawing moneyduring negative or low return years.
- Adding whole life policies to you overall investment portfolio will provide certainty
Blog:
https://cashvaluesolutions.com/blog/sequence-of-returns-risk-if-youre-nearing-retirement-you-dont-want-to-miss-this
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
14 min - 81: Taking Responsibility For Your Financial Situation
Jason and Kyle discuss taking responsibility for your financial situation.
- There’s a big difference between getting advice from professionals and giving total control to them
- It is important to figure out what you want and how do you achieve it
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
18 min - 80: Buy Term and Invest the Difference?
Jason and Kyle discuss the “Buy term and invest the difference” method.
- This sounds like a great idea if you don’t dig into the details
- Comparing this method to buying whole life is like comparing apples to oranges
- Context is important when deciding which route to go
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
18 min - 79: 5 Questions For Your Business
Jason and Kyle discuss the top 5 questions you should be asking yourself about your business.
- Are you valuing your capital?
- Are you tax efficient?
- Does your financial plan help you manage your varying cashflows?
- Are you in control of your access of capital?
- How many benefits does your financial plan provide you?
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
16 min - 78: How Long Should I Fund My Policy?
Jason and Kyle discuss how long you should pay into a whole life policy.
- Length of pay depends on your goals
- Policy design emphasizing on flexibility is crucial
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
15 min - 77: Whole Life Insurance as an Emergency Fund
Jason and Kyle explain why IBC designed polices are great emergency funds.
- You are contractually guaranteed the right to borrow against your cash value
- No questions are asked when you take policy loans
- There is no risk of loss of your capital
- These policies are extremely liquid
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
15 min
About The Cash Value Solutions Podcast
From the publisher's feed
Welcome to the Cash Value Solutions Podcast, where we shed light on little known money truths and teach you how to become your own banker.
Our show focuses on financial education surrounding the Infinite
Banking Concept. This is a cashflow management system that allows you to use your capital more efficiently and create a financial tailwind in your life.