Unlocking intentional living with three generations of the AND Asset. 

In today's Better Wealth Episode, I had the pleasure of interviewing David Shirkey, CFO and Director of Strategy of Orbitform, and serves as a project manager, engineer, and regional sales manager.  Listen as David talks about his personal journey in 2017 of financial education when he begins to learn about tax efficiency, cash flow investing, leverage, bank using life insurance, control and his discovery of the power of the AND Asset.  David describes his initial “luke warm” feelings about his own family life insurance policies and how the mindset changed from “just a protection” asset to a power tool that went beyond protection, but Unlocked beer abilities to use, control, compound and develop an incredible legacy.

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For more information on BetterWealth or the content you hear on the Podcast visit us at www.betterwealth.com/podcast.

Episode Links & Resources: 

Becoming Your Own Banker: Unlocking the Infinite Banking Concept by Nelson Nash

The Secret Asset by David D’Arcangelo

Guest Bio: 

David Shirkey has worked at Orbitform for over 15 years in capacities including CFO, project manager, engineer, and regional sales manager.  He currently serves as Orbitform’s Director of Strategy, where he leads growth initiatives including new products, new services, acquisitions, and/or other investments.

Prior to joining Orbitform, David worked at Chrysler as a manufacturing engineer and production supervisor in several Chrysler facilities around the USA.  

David also leads the Shirkey family office.  As part of the family’s second generation, his role with the family office includes; identifying and researching investment opportunities, tracking investments, financial reporting to the family, organizing family events, and keeping mom/grandma happy.

David received his MBA from the University of Colorado in Boulder, CO and his BS/MS in Mechanical Engineering from Oakland University in Rochester, MI.

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