Podcasters: Jon Thurmond and Phillip Washington, Jr. 

If you have a term life insurance policy, you probably get emails or letters in the mail asking if you want to convert your term.  Jon explains what that means and how his clients decide when it's time to convert their term insurance. 

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Podcasters: Phillip Washington, Jr. 

Don't be a competitor.  Be a Creator.  That small difference will significantly enhance your ability to manage large sums of money with little to no stress and tons of peace of mind.  

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Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr

Planning using charitable remainder trusts is a very effective way to reduce taxes, protect assets from creditors, create an income stream for yourself, while leaving money to your favorite charitable organization at your death.  

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Podcasters: Jason Grimes and Phillip Washington, Jr. 

With debt you are the servant.  With leverage you are the master.  

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Podcasters: Steve Cosio and Phillip Washington, Jr.

What do Jeff Bezos, Elon Musk, Bill Gates, John D Rockefeller, Henry Ford, and Andrew Carnegie all have in common? They all have faith in the future.  It's a requirement to be a successful investor.  No short cuts around it.

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Podcaster: Phillip Washington, Jr. 

"Mo' money, mo' problems" is a classic by the late great philosopher Christopher Wallace (RIH).  For some people that's true, for other's no so much in my experience as a wealth manager advising wealthy families. 

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Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 

Topics:

• Valuing crypto assets on the balance sheet

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Podcasters: Jason Grimes and Phillip Washington, Jr. 

Topics: 

• Higher prices

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Podcasters: Rob L Lewis, Jr. and Phillip Washington, Jr. 

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Podcasters: Jon Thurmond and Phillip Washington, Jr.

Jon and Phillip discuss why their successful clients buy life insurance on their children to give them a head start in life.  

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