Another great Wealthy SIS Podcast is in production! Featuring Lynda Luu In this next episode, we discussed Financial Family Planning and what that really looks like. We dove into: College Funding Plans, Life Insurance & Retirement planning. Can't wait to drop this one! Stream past episodes here: https://lnkd.in/eY9wjWM3 #wealthysis #wealthybuilding
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Founder at Duell Financial Strategies๐ธRetirement Planning | Wealth Management | Tax-Efficient Strategies | Estate & Legacy Planning๐ธLet Your Lifestyle Define Your Retirement.
Do some people come into a meeting with us ๐๐ถ๐๐ต๐ผ๐๐ ๐ธ๐ป๐ผ๐๐ถ๐ป๐ด ๐๐ต๐ฎ๐ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป๐ ๐๐ผ ๐ฎ๐๐ธ? Absolutely! You've never retired before, so it's uncharted territory. There's a common set of questions we, as advisors, are often asked: ๐ ๐ช๐ต๐ฒ๐ป ๐ฐ๐ฎ๐ป ๐ ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ? ๐ ๐๐ผ๐ ๐ฐ๐ฎ๐ป ๐ ๐ฎ๐ณ๐ณ๐ผ๐ฟ๐ฑ ๐ต๐ฒ๐ฎ๐น๐๐ต ๐ถ๐ป๐๐๐ฟ๐ฎ๐ป๐ฐ๐ฒ? ๐ ๐๐บ ๐ ๐ด๐ผ๐ถ๐ป๐ด ๐๐ผ ๐ฟ๐๐ป ๐ผ๐๐ ๐ผ๐ณ ๐บ๐ผ๐ป๐ฒ๐? When you work with an advisor, they should be able to determine what kind of circumstances you're currently operating with and ๐ต๐ผ๐ ๐บ๐๐ฐ๐ต ๐บ๐ผ๐ป๐ฒ๐ ๐๐ผ๐ ๐ป๐ฒ๐ฒ๐ฑ ๐๐ผ ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ. See my ๐น๐ถ๐ป๐ธ ๐ถ๐ป ๐ฏ๐ถ๐ผ to get some of your questions answered! Watch this full episode of ๐๐ค๐ช๐ง ๐๐๐ฉ๐๐ง๐๐ข๐๐ฃ๐ฉ ๐๐, "Faulty Retirement Plans," via our YouTube channel or website! ๐ง๐ป #financialTV #YouTube #retirementplanning
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Do some people come into a meeting with us ๐๐ถ๐๐ต๐ผ๐๐ ๐ธ๐ป๐ผ๐๐ถ๐ป๐ด ๐๐ต๐ฎ๐ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป๐ ๐๐ผ ๐ฎ๐๐ธ? Absolutely! You've never retired before, so it's uncharted territory. There's a common set of questions we, as advisors, are often asked: ๐ ๐ช๐ต๐ฒ๐ป ๐ฐ๐ฎ๐ป ๐ ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ? ๐ ๐๐ผ๐ ๐ฐ๐ฎ๐ป ๐ ๐ฎ๐ณ๐ณ๐ผ๐ฟ๐ฑ ๐ต๐ฒ๐ฎ๐น๐๐ต ๐ถ๐ป๐๐๐ฟ๐ฎ๐ป๐ฐ๐ฒ? ๐ ๐๐บ ๐ ๐ด๐ผ๐ถ๐ป๐ด ๐๐ผ ๐ฟ๐๐ป ๐ผ๐๐ ๐ผ๐ณ ๐บ๐ผ๐ป๐ฒ๐? When you work with an advisor, they should be able to determine what kind of circumstances you're currently operating with and ๐ต๐ผ๐ ๐บ๐๐ฐ๐ต ๐บ๐ผ๐ป๐ฒ๐ ๐๐ผ๐ ๐ป๐ฒ๐ฒ๐ฑ ๐๐ผ ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ. See our ๐น๐ถ๐ป๐ธ ๐ถ๐ป ๐ฏ๐ถ๐ผ to get some of your questions answered! Watch this full episode of ๐๐ค๐ช๐ง ๐๐๐ฉ๐๐ง๐๐ข๐๐ฃ๐ฉ ๐๐, "Faulty Retirement Plans," via our YouTube channel or website! ๐ง๐ป #financialTV #YouTube #retirementplanning
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CEO/Founder of Weaver Sales Academy ๐The Insurance Buzz ๐Game Changer ๐๐ผInsurance Business Coach + Sales Training Expert
How do you not run out of money in retirement using cash value life insurance? ๐ค Thatโs exactly what we are talking about + how to have a zero tax retirement, what YOU need to be doing NOW and if you are an insurance agent EXACTLY what to recommend to your clients Best Selling Author and Industry Expert David McKnight breaks it all down in our latest episode of The Insurance Buzz out now Watch here: https://lnkd.in/eZDNMyNw or search for Episode 239 wherever you listen the Buzz #insurance #insurancepodcast #salesconversations #insuranceindustrytrends #lifeinsurance #cashvaluelifeinsurance #retirementplanning #insuranceagenttips #financialplanningtips #retirement101
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Rethink your safety net with insights from our conversation with insurance professional, Barney Tanner! We tackled the misconceptions around disability insurance and how it differs vastly from work comp. Hear Barney's personal story and learn why the right disability coverage can make all the difference! Apple - https://buff.ly/2VwHpws Spotify - https://buff.ly/3zYGsVr #TheFinancialCall #GuidedPath#DisabilityInsurance #FinancialSecurity
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Rethink your safety net with insights from our conversation with insurance professional, Barney Tanner! We tackled the misconceptions around disability insurance and how it differs vastly from work comp. Hear Barney's personal story and learn why the right disability coverage can make all the difference! Apple - https://buff.ly/2VwHpws Spotify - https://buff.ly/3zYGsVr #TheFinancialCall #GuidedPath #DisabilityInsurance #FinancialSecurity
โThe Financial Call on Apple Podcasts
podcasts.apple.com
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Rethink your safety net with insights from our conversation with insurance professional, Barney Tanner! We tackled the misconceptions around disability insurance and how it differs vastly from work comp. Hear Barney's personal story and learn why the right disability coverage can make all the difference! Apple - https://buff.ly/2VwHpws Spotify - https://buff.ly/3zYGsVr #TheFinancialCall #GuidedPath#DisabilityInsurance #FinancialSecurity
โThe Financial Call on Apple Podcasts
podcasts.apple.com
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Are you uncertain about life insurance and its role in retirement? Lack of knowledge can lead to missed opportunities for financial protection and growth! Join me in celebrating Life Insurance Awareness Month on "The Truth About Taxes and Retirement" podcast. In this episode, I uncover the benefits of life insurance, which include tax savings and a greater legacy. Donโt miss it: https://bit.ly/TATRep66 #TruthAboutTaxesAndRetirement #WealthCareCorporation #SavingYouTaxes #JBarryWatts #Springfield #MO #Missouri #Retirement #LifeInsuranceAwareness #FinancialSecurity
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๐ Ready to take control of your financial future? Discover the ultimate guide to creating a Life Insurance Retirement Plan! ๐ฐ Schedule a consultation with me to learn more about how to secure your retirement, protect your loved ones, and build a legacy. Donโt miss out on these essential tips and strategies! #RetirementPlanning #FinancialSecurity #LifeInsurance #WealthManagement #FutureProof
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Empowering professionals and small businesses through expert guidance on tax-free retirement and generational wealth strategies. Specializing in Retirement Planning and Children's Financial Security.
Did you know these college coaches used life insurance as part of their plan for retirement? Bobby Bowden (Former football headcoach for Florida State University) Lou Holtz (Former football headcoach for Univirsity of Notre Dame) Jim Boeheim (Head basketball coach of Syracuse University) Need a coach for retirement? Let us know. We can help. #collegecoach #retirementplanning #moneymatters #happyretirement
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Don't let life's uncertainties catch you off guard! Discover the power of insurance in your journey to retirement. From safeguarding your dreams to ensuring peace of mind, insurance is your ultimate protective shield. #RoadMapToRetirement #FinancialPlanning
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