The Prosperity Podcast

Finding the right financial advisor is an extremely important step to taking control of your money. Today, our hosts best selling author Kim Butler and No BS Money Guy Todd Strobel talk about taking the right steps to finding a good financial advisor. They talk about principles and philosophy, strategy, licensing, and product. Tune in to find out how to take control of your financial future today!

If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!

Summary:

In the last episode, our hosts, best selling author Kim Butler and No B.S. Money Guy Todd Strobel talked over how to choose a life insurance company. In this episode, they talk about how to choose a life insurance agent. They discuss what to look for in an agent, what to be wary of, how to think about commissions, and how to determine "objectivity". Tune in to learn more about your finances and find out how to take control of you money!

If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!

Show Notes:

00:00 Intro

00:39 How to Choose a Life Insurance Agent

02:26 What is it that You're Really Looking For?

05:00 Putting Your Money Where Your Mouth Is

05:11 Proving What You're Talking About

06:04 Being Able to Understand Your Advisor's Philosophy

08:39 Compensation & Savings for the Client

10:16 Answering Your Questions Directly

12:22 How Important is it That Your Agent Has a Web Presence?

16:20 Additional Resources

• Financial Planning Has Failed

In the last episode, our hosts, best selling author Kim Butler and No B.S. Money Guy Todd Strobel talked over how to choose a life insurance company. In this episode, they talk about how to choose a life insurance agent. They discuss what to look for in an agent, what to be wary of, how to think about commissions, and how to determine “objectivity”. Tune in to learn more about your finances and find out how to take control of you money!

If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!

Summary:

When it comes to whole life insurance, does it matter what company you buy from? The answer is both yes and no. Tune in today as best selling author Kim Butler and No BS Money Guy Todd Strobel talk about which questions are, and are not, important when it comes to whole life insurance.

If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!

Show Notes:

00:00 Intro

01:01 Whole Life Insurance: Focusing on the Wrong Things

01:25 Typical Whole Life Questions

03:49 Mutual Companies versus Stock Companies

08:47 What About Ratings Assigned to Companies?

13:08 Finding a Company or Companies to Work With

17:40 Outro

When it comes to whole life insurance, does it matter what company you buy from? The answer is both yes and no. Tune in today as best selling author Kim Butler and No BS Money Guy Todd Strobel talk about which questions are, and are not, important when it comes to whole life insurance.

If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!

Summary:

Today on the Prosperity Podcast our hosts, best selling author Kim Butler and No BS Money Guy Todd Strobel sit down to talk about Fixed Indexed Annuities. They talk about the benefits and drawbacks of Fixed Indexed Annuities, how they work, and who sell them. They also discuss the importance of knowing exactly what you want out of your money and finding the right vehicle for that purpose.

If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!

Show Notes:

00:00 Intro

00:39 Fixed Indexed Annuities

02:54 How Fixed Indexed Annuities Work

06:09 The Problem of Liquidity with Fixed Index Annuities

06:27 Fees Associated with Fixed Index Annuities

07:32 What Goals Do You Have for Your Money?

13:39 The Fifth Principle of Prosperity: Control

15:23 Outro

Today on the Prosperity Podcast our hosts, best selling author Kim Butler and No BS Money Guy Todd Strobel sit down to talk about Fixed Indexed Annuities. They talk about the benefits and drawbacks of Fixed Indexed Annuities, how they work, and who sell them. They also discuss the importance of knowing exactly what you want out of your money and finding the right vehicle for that purpose.

If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!

Summary:

Many people respond very emotionally to the idea of a reverse mortgage. On this episode of the Prosperity Podcast, best selling author Kim Butler and No BS Money Guy Todd Strobel sit down to talk about what a reverse mortgage is and what the benefits and drawbacks are. They also discuss the benefits of combining both a reverse mortgage and life insurance to maximize benefits. Tune in to find out how you can take control of your finances and become a more educated banker and consumer.

If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!

Show Notes:

00:00 Intro

00:49 Reverse Mortgages

01:24 Quicken Reverse Mortgage Department

The Quicken employees are specifically trained to work with prosperity clients on reverse mortgages:

• Call 888-500-7210

03:57 Combining Life Insurance with a Reverse Mortgage

06:45 The Mechanics of the Reverse Mortgage

11:11 Purchasing Life Insurance for Your Family

15:25 Outro

Many people respond very emotionally to the idea of a reverse mortgage. On this episode of the Prosperity Podcast, best selling author Kim Butler and No BS Money Guy Todd Strobel sit down to talk about what a reverse mortgage is and what the benefits and drawbacks are. They also discuss the benefits of combining both a reverse mortgage and life insurance to maximize benefits. Tune in to find out how you can take control of your finances and become a more educated banker and consumer.

If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!

Summary:

Saving for retirement can be hard, especially as life spans get longer. In fact, a lot of people lose most or all of their assets by not properly preparing for a long term care situation. They might even plan for the right number of years, but not for the cost of their medical expenses. Today best selling author Kim Butler and No B.S. Money Buy Todd Strobel talk about several different ways we can prepare for long term care and still maintain control of our money and follow the seven principles of prosperity.

If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!

Show Notes:

0:00 Intro

0:35 Asset Based Long Term Care

1:09 Long Term Care Riders in Whole Life Policies

2:21 Asset Based Long Term Care formed with An Annuity

4:13 Looking at Your Situation Wholistically

7:51 Seven Principles & Long Term Care

14:18 Outro