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A tartalmat a Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Lépjen offline állapotba az Player FM alkalmazással!
))
The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan
Manage episode 430477548 series 2421926
A tartalmat a Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Do you ever wonder:
- How does the Infinite Banking concept fit into a comprehensive financial plan?
- Is it similar to or different from a traditional or a conventional financial method?
- How does it work with more conventional methods?
- Who does it work best for?
- How much should someone put into their policy?
Join Amanda Neely, CFP® as she answers these 5 questions generated by AI on how and how NOT to incorporate high-cash-value, dividend-paying whole life insurance into a financial plan.
Yes, there's even a mention of Gandalf!
00:00 Welcome to Wealth Wisdom Financial Podcast
03:15 The Importance of Assumptions in Financial Planning
06:08 Traditional vs. Conventional Financial Planning
08:51 Integrating Infinite Banking with Other Strategies
10:55 Who Benefits Most from Infinite Banking?
14:55 Opportunity Costs and Financial Decision Making
19:15 Personal Experiences with Infinite Banking
Links mentioned in the episode:
- Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
Watch on YouTube here: https://youtu.be/nkcY_oZoYQE
100 epizódok
The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan
Megosztás
Manage episode 430477548 series 2421926
A tartalmat a Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Do you ever wonder:
- How does the Infinite Banking concept fit into a comprehensive financial plan?
- Is it similar to or different from a traditional or a conventional financial method?
- How does it work with more conventional methods?
- Who does it work best for?
- How much should someone put into their policy?
Join Amanda Neely, CFP® as she answers these 5 questions generated by AI on how and how NOT to incorporate high-cash-value, dividend-paying whole life insurance into a financial plan.
Yes, there's even a mention of Gandalf!
00:00 Welcome to Wealth Wisdom Financial Podcast
03:15 The Importance of Assumptions in Financial Planning
06:08 Traditional vs. Conventional Financial Planning
08:51 Integrating Infinite Banking with Other Strategies
10:55 Who Benefits Most from Infinite Banking?
14:55 Opportunity Costs and Financial Decision Making
19:15 Personal Experiences with Infinite Banking
Links mentioned in the episode:
- Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
Watch on YouTube here: https://youtu.be/nkcY_oZoYQE
100 epizódok
Minden epizód
×
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Hasonló a(z) Wealth Wisdom Financial Podcast sorozathoz
Series that demystifies health issues, separating fact from fiction and bringing clarity to conflicting health advice.
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it sh ...
…
continue reading
Short documentaries and adventures in sound presented by Josie Long.
…
continue reading
Host Paul John Roach and his guests find the mystical core and explore the perennial philosophy amidst the infinite variety of the world’s religions and spiritual traditions. Paul emphasizes the practical application of spiritual wisdom imparted from poets, writers, philosophers, mystics, and scriptures in order to foster a deeper awareness and understanding in our everyday lives. Explore over 650 shows with thought leaders and spiritual teachers. #PaulJohnRoach.com
…
continue reading
Move more of your body more often and in more interesting ways with the Get-Fit Guy! If you want to begin an exercise routine and don't know where to start, or if you've been working out for a while and aren't getting the results you want, Kevin Don will give you the tips you need to reach your fitness and movement goals. Get expert information on the latest fitness trends and advice on everything from toning your arms to running a 5K or simply building more movement into your day. With his ...
…
continue reading
PT Inquest is an online journal club. Hosted by Jason Tuori, Megan Graham, and Chris Juneau, the show looks at an article every week and discusses how it applies to current physical therapy practice.
…
continue reading
Reflections from a faith perspective on issues and people in the news.
…
continue reading
Player FM - Podcast alkalmazás
Lépjen offline állapotba az Player FM alkalmazással!
Lépjen offline állapotba az Player FM alkalmazással!
