Understanding Your Financial GAME results.  Money in one place is not always the same as money in another place.  

We don’t usually talk about job reports and confidence levels, but some special things are happening right now. Despite the looming stock market crash from unprecedented highs which has been predicted by several experts, the next few years are likely to be a great time for small business growth, translating to more personal income and …

Continue reading “Report on the Economy EP.84”

The holiday shopping season is here again. Today we explore smart shopping tips (offline & online) integrated with The Perpetual Wealth Code™ to save you time and money.

Joe Biden says “I no savings account, but I have a great pension and a great salary.”  For those of us who don’t have a six figure pension backed by taxpayers, discover how to plan for the future in a way that keeps all the options on the table as long as possible.

Being thankful is a powerful way to generate wealth that can never be replaced or taken away from you.

Discover why 10-pay policies are NOT the best way to build wealth using life insurance.  Dr. Tom and John McFie discuss a recent case and how the agent erroneously tried to reason that “the policy loan rate doesn’t matter because you get it all back in the end.”

Special guest Layla Vanderslice joins Dr. Tom and John McFie sharing about Diversification.  Is it good or bad?  Why does Warren Buffet say diversification is for people who don’t know what they’re doing?  Are Mutual Funds diversified?  Is PWLI diversified?  Are there different types of diversification?  How does it all pan out in the end…especially …

Continue reading “Diversification and PWLI EP.79”

Do you want to payoff the mortgage on your house or have the money to pay it off? This is an emotional decision as well as a financial one. Listen with an open mind.

Bribery and conflicts of interest are rife in Politics, Media, and Money Management.  The recent fiduciary ruling by the Department of Labor seems to be an effort to correct some of the shenanigans, but it slaps good people as well as the bad guys.  Listen and discover why the fiduciary rule will end up hurting …

Continue reading “Follow The Money EP.77”

Rich people look for strategies and “loopholes” to avoid and defer taxes all the time.  But some strategies only make sense for people with extra money sitting around.  Discover how life insurance translates some “big boy” strategies to a practical level for anyone who has the ability to manage money.