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Discussion points: - Assuris history correction (1:00) - High cash values in early years (2:15) - Interest on the loan (3:40) - Life and liquidity (5:32) - Other considerations (7:25) - Summary (9:10)
Welcome to part 4 of the wealth formula, which focuses on understanding our definition of enough. We begin with a more philosophical discussion and move to rough numbers later only to help illustrate concepts. Discussion points: - introduction (1:33) - Businessman & fisherman (2:43) - Research …
I welcome Donny Mangos - father, entrepreneur, author, and podcaster. Donny shares his perspectives on participating whole life (WL) insurance, with a focus on how to optimize policies and use them while alive. Discussion points: Donny's intro (2:35) Broad perspectives on whole life (WL) insur…
Welcome to office hours on beyond MD where I answer the most popular questions I have been receiving. Question 1: How do I get unstuck and find more joy at work? Method 1 - shift expectations (0:17) Method 2 - a dose of perspective (3:08) Method 3 - find new rabbit holes at work (5:38) Method 4 - …
Today I welcome Jordant Arndt, a Certified Financial Planner from Saskatoon to talk about the science, happiness, and finance behind charitable giving. Discussion Points: Jordan's intro (2:07) How Jordan's interest in charitable giving developed (4:41) Making charity part of our financial…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Yatin Chadha, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.