Wealth Talks

Wealth Talks

By Wealth Talks PodcastBusinessEducationInvesting
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Wealth Talks episodes

  • Ep 148 The New Tax Law Changes

    Congress recently passed the biggest tax changes since 1986! In this episode former IRS auditor Jack Cohen CPA shares what you need to know (for individuals and small business owners) about the new changes starting in 2018. Resources: 1. Call Jack's office at 702-255-2330 for a complimentary tax review. 2. Go to https://discover.life-benefits.com/newsletter/index.html to read Jack's article in the Living Richly newsletter and claim your free 12-month subscription

    36 min
  • Ep 146 Advisor Qualifications

    Explore what qualifications and experience are most important when you're looking for sound financial advice to grow and protect your wealth. Mere certifications do not necessarily translate to results, and your best interests.

    14 min
  • Ep 145 Health Wealth Balance and the Room1 Event

    Michele shares the story of how she creates a wonderful health-wealth balance in the McFie Family lifestyle. Making choices to be healthy does NOT mean you can't be wealthy. Healthy food CAN also taste wonderful! And here's how to learn more in April from some of the top speakers in Chiropractic and Natural Health at Room1 in Las Vegas.

    Resource Links: Room1 Event Information: www.Room1LasVegas.com

    Special Access Link for Tickets: https://room1.eventbrite.com?discount=LifeBenefits

    19 min
  • Ep. 144 Are Multiple Polices Better Than One?

    Is it wise to start 2 policies on the same person at one time? Should you borrow from one policy to pay the premium on another policy also known as "Stacking" or "Laddering"? Should you take policy loans that you never plan to repay? Listen now and get the answers.

    13 min
  • Episode 143 Market Correction

    The news is abuzz with speculation on what could have caused the recent market downturn. Is this the beginning of a bear market or was it a simple value adjustment? How does the market correction affect whole life insurance values? Why are whole life divi

    17 min
  • Episode 142 Bitcoin Observations

    Are bitcoin investors crazy? Or do they have a point? Explore the ultimate test of any currency (traditional, paper or crypto) and why government actions can have such far reaching effects on the value of the currency(s) they regulate.

    16 min
  • Episode 140 Maximizing Cash Value

    Policy design options to Maximize Whole Life Cash Value - what is worth considering and when. Learn why term riders could be a good option for some cases but not all. Call Life Benefits to discuss your personal situation: 702-660-7000.

    20 min
  • Episode 139 Our Product and Service Menu

    From educational material, strategy and policy design to personal training, software tools and document templates. Here's a briefing on how Life Benefits, LLC and our associates can help you reach your goals in 2018. Disclaimer: Life Benefits,LLC, its agents, and representatives are not authorized to give legal or tax advice.

    38 min

About Wealth Talks

From the publisher's feed

With a special emphasis on finances we talk about things that create wealth in your life. It's like a dinner table conversation once a week.

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