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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Mary Jo and Tarisa discuss Codie Sanchez's business-buying strategy and how infinite banking can take it even further. Discover why funding through your own system changes the game.

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In this episode, Mary Jo and Tarisa expose why IULs fall short for infinite banking and highlight the value of transparency, guarantees, and real long-term control.

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Today, Mary Jo and Tarisa dive deep into a question many face: Should you start an infinite banking policy while in debt? They unpack real-life examples, human behavior patterns, and financial discipline to help listeners make smarter, more sustainable money decisions.

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MJ and Tarisa continue the conversation and dive deep into the truths and misconceptions about Universal Life (UL) insurance policies, comparing them to Whole Life and exploring why guarantees matter. They break down industry noise, market risks, and why understanding your policy could mean the difference between lasting coverage and financial disappointment.

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In this episode, MJ and Tarisa break down what really matters when it comes to life insurance: proper policy structure, guarantees, and working with the right agent. They dive into the dangers of chasing rates of return and why illustrations often tell only part of the story.

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