🔊 Podcast: Episode 21🔊
“Who Should You Insure First?”
(and a little smack-talk about 529 college plans…)
📄 New Article 📄
A One-Page Financial Plan
⭐ NEW PODCAST⭐
The Fifth Edition
By Authorized IBC® Practitioners
Spotify
Apple
Google
More Stuff…
Article
12 Things I’ve Learned From Real Clients
Article
The 4% Rule Just Became the 2% Rule
45 Minute Training Video
“Becoming Your Own Banker”
for business owners, investors, and executives/founders
Free Training:
“Sequence of Returns Risk”
PDF Download:
“The Economic Value of Certainty”
Article:
“How Much Life Insurance Should You Have?”