In this episode, Mary Jo and Tarisa dive into the importance of using money to create cash flow, and not merely saving it. They discuss Nelson's journey of overcoming significant debt and beating Parkinson's law, the importance of shifting from a scarcity mindset to an abundance mindset, and the various ways to use your policy for financial growth. They also share some fun stories!

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In this episode, Mary Jo and Tarisa dive into the realities of being a life insurance agent, addressing the industry's complexities and the challenges that new agents face. They discuss the importance of understanding the power dynamics with General Agents (GAs), the potential pitfalls of joining the wrong agency, and how crucial it is to align with a supportive GA. Through personal anecdotes and expert advice, they cover what new agents can expect, the industry's 'smoke and mirrors', and the resilience needed to succeed.

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In this episode, Mary Jo and Tarisa tackle a common question about financial strategies: whether to 'buy term and invest the difference' - or to choose a dividend paying whole life policy, and to implement the Infinite Banking Concept. Join in as they have a detailed discussion on the drawbacks of term insurance and the benefits of whole life, especially when considering long-term liquidity, control, and guarantees. They highlight the holistic approach needed to manage finances effectively involving due diligence, reading the foundational IBC texts, and consulting with a certified IBC practitioner.

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Some of the worst advice we ever get is to avoid taxes. In this episode, I run through some numbers of why it truly does not make sense to buy things to avoid taxes; we just transfer money to the bank instead of keeping it, or we give up liquid cash. (Updated version of Ep. 37; originally published November 19, 2021.)

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In this episode, Mary Jo discusses common issues faced by clients, such as unnecessarily canceling policies or being misled by other agents into switching policies. She stresses the necessity for continuing education regarding how to use your policies so that you can be a good banker.

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In this episode, Mary Jo we delves into the complexities and risks associated with universal life insurance policies, using a real-life client scenario to illustrate the issues. This example serves as a cautionary tale about the true cost of these policies, especially for older policyholders, and offers guidance on making informed decisions to potentially avoid substantial losses.

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Mary Jo explains why chasing net worth won't move you forward and why cash flow is what truly matters. She shows how using your money with purpose can open the door to real freedom and momentum.

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Scarcity thinking might feel safe, but it's quietly sabotaging your financial future. In this episode, Mary Jo unpacks how emotional baggage, financial PTSD, and debt-free obsession can block real wealth-building and keep you stuck playing small.

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In today's episode, Mary Jo calls out the chaos in blue-collar businesses and makes a clear case for hiring help. If you're in the trades and tired of missed calls, poor communication, and 70-hour work weeks, this one's for you.

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What happens if your partner or key employee dies? Mary Jo shares why buy-sell and key man policies are a must to protect your business.

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