The Prosperity Podcast

Why are so many retirees dissatisfied? Today our hosts no bs money guy Todd Strobel and best selling author Kim Butler sit down to talk about the growing number of dissatisfied and unhappy retirees. They talk about the primary importance of choosing to be happy, day to day and even minute to minute. They then turn their attention to the learning how to prepare (not plan!) for retirement, the role of fear in retirement preparation, and the importance of having cash flow. Tune in to find out more about how to set yourself up for a secure, prosperous retirement.

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 discuss 'why it's ok to stray from the 401(k)'. They talk about the difference between "saving" and "investing" and how those words have gotten confused in our everyday language. They also discuss what you should be doing with your money instead of investing in a 401(k) (not buying a jet ski!) - but putting your money in places where you have 'CLUE' - control, liquidity, use, and equity. Tune in to find out more about 401(k)s and how to keep your money safe.

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

00:36 How it's Ok to Stray from the 401(k)

02:14 What You Should Be Doing with Your 401(k) Money

02:59 What is the Difference Between Saving and Investing?

04:27 CLUE: Control, Liquidity, Use, and Equity

10:19 How is Life Insurance Different from 401(k)s?

13:36 Being Able to Use Your Opportunity Money

15:15 Educating Yourself More

• Financial Planning Has Failed

17:00 Outro

Today on the Prosperity Podcast, our hosts, best-selling author Kim Butler and no bs money guy Todd Strobel, sit down to discuss ‘why it’s ok to stray from the 401(k)’. They talk about the difference between “saving” and “investing” and how those words have gotten confused in our everyday language. They also discuss what you should be doing with your money instead of investing in a 401(k) (not buying a jet ski!) - but putting your money in places where you have ‘CLUE’ - control, liquidity, use, and equity. Tune in to find out more about 401(k)s and how to keep your money safe.

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, we'd like to welcome Rhea Perry, an expert on educating your children for financial success. Rhea Perry has managed to homeschool all of her six children for financial and entrepreneurial success, by teaching them the principles of the prosperity and encouraging hands on learning. Tune in to find out more about her unorthodox teaching methods and her path to success!

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

0:22 Introducing Rhea Perry

1:01 The Benefits of Homeschooling Our Children

1:21 How Rhea Perry Homeschooled Her Children to Become Successful Entrepreneurs

• www.education4success.com

8:41 Educating Parents on Educating their Children

11:47 How to Educate Your Children for Responsible Prosperity

16:11 Outro

Today on the prosperity podcast, we’d like to welcome Rhea Perry, an expert on educating your children for financial success. Rhea Perry has managed to homeschool all of her six children for financial and entrepreneurial success, by teaching them the principles of the prosperity and encouraging hands on learning. Tune in to find out more about her unorthodox teaching methods and her path to success!

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 we welcome special guest Joe Pantozzi! Joe Pantozzi is the CEO and founder of Alpha Omega Wealth, a financial advising firm that specializes in privatized banking planning strategies. Joe is a seasoned professional with 30 plus years in the financial services industry dedicated to providing the highest quality service and sound advice based on thorough research. He talks about the importance of insuring your parents, something that can provided financial security and ease children and their parents through the process of caring for a loved one as and when they die.

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

00:23 Introducing Joe Pantozzi

00:52 Insuring Your Parents

01:23 What Made You Think About Insuring Parents?

05:57 Are You Actually Prepared?

08:52 How Old Is Too Old For This Strategy

12:29 Creating a Hard Benefit

15:04 Contacting Joe Pantozzi

• alphaomegawealth.com
• 702-430-4400

15:48 Outro

Today on the Prosperity Podcast we welcome special guest Joe Pantozzi! Joe Pantozzi is the CEO and founder of Alpha Omega Wealth, a financial advising firm that specializes in privatized banking planning strategies. Joe is a seasoned professional with 30 plus years in the financial services industry dedicated to providing the highest quality service and sound advice based on thorough research. He talks about the importance of insuring your parents, something that can provided financial security and ease children and their parents through the process of caring for a loved one as and when they die.

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:

Do you have money in a qualified plan like a 401(k) or an IRA? Are you thinking about putting money into one? If so, this episode is for you. Today, our hosts Kim Butler and Todd Strobel sit down with special guest John Cummuta to talk about the dangers that qualified plans pose to your hard earned savings. They discuss the statistics that prove qualified plans are poor places to store your money, the alternatives, and the reasons why these plans are failing us. Tune in to take control of your finances and learn more about the way money works.

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

0:26 Introducing John Cummuta

1:06 How John Discovered the Problem With Qualified Plans

4:49 The System is Broken

6:44 Statistics that Show that Qualified Plans Are Broken

10:29 Why Have Qualified Plans Failed?

15:06 How to Get a John Cummuta's Banker's Secret to Permanent Family Wealth

• Text "smartestwealth" to 44422

15:59 Outro

Do you have money in a qualified plan like a 401(k) or an IRA? Are you thinking about putting money into one? If so, this episode is for you. Today, our hosts Kim Butler and Todd Strobel sit down with special guest John Cummuta to talk about the dangers that qualified plans pose to your hard earned savings. They discuss the statistics that prove qualified plans are poor places to store your money, the alternatives, and the reasons why these plans are failing us. Tune in to take control of your finances and learn more about the way money works.

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, best-selling author Kim Butler and our host Todd Strobel review a book they've both read recently, Disrupt Aging: A Bold New Path to Living Your Best Life at Every Age. They discuss the changing face of aging, and how new technologies and medicine that cause is to live longer and healthier are changing the way we think about death, dying, and the aging process. They talk about the effect that this has on financial planning and personal finance, as well as larger societal movements.

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

00:29 Discussing Disrupt Aging: A Bold New Path to Living Your Best Life at Every Age

02:01 Shifting the Mindset

06:01 Products from the Financial Industry for the Aging (pg 138)

08:21 Social Security and Aging

13:02 What Is the Value of a Sabbatical Is?

17:58 Outro