The Wealth and Income Podcast

Episode 231 - Will Social Security Be There for You??

Join us as we walk through a little of the history of social security, how it was initially set up, and some of the pressures we see in the system.

Episode 230 - What Happens When Income Is Unpredictable

When income and the future are uncertain, our instinct is to do nothing. The problem is that doing nothing gives up one of your most precious levers for planning: time. Join us as we look at the strategies and mindset needed to plan for retirement when income is in flux or unpredictable.

Episode 229 - Interview With Nolan Bradbury the Strategic Accountant

Accounting can often feel like a necessary evil. Something you just have to power through.  But . . . what if it could be the gateway to making critical decisions to get the most out of your business?  Join us as we talk with Nolan Bradbury.

Nolan Bradbury's website: Bradfield Accounting & Advisory

Episode 228 - Do I Make Enough To Actually Be Rich?

Join us as we explore the income ranges in the US and the world beyond. You may find you are in a different stratosphere of wealth potential than you might have thought. We often find that understanding where you rank and making sure you follow strategies appropriate for your income and wealth potential is the single greatest difference in where you end up. Short translation: your mindset and context have a tremendous impact on your ability to build generational wealth.

Episode 227 - A New Way To Look at Long Term Care

Join us as we walk through the history of long-term care, some of the big challenges coming, and where it can fit in today’s economic landscape.

Episode 226 - What Would YOU Do With an Extra $60K Every Year?

Join us in this case study, where we explore various options for making an extra $60k go further toward financial freedom and achieving the lifestyle you want.

Episode 225 - Defeating the Good, Fast, Cheap Fallacy

Trade-offs seem like a natural part of every decision. When it comes to financial decisions, the impact of those trade-offs can seem intense. Work longer, save more, take more risks, diminish lifestyle, etc., etc., all to get a magical net worth number. The solution to the trade-off problem is not harder work. It is interconnected systems working together to do more with less. Join us as we look at the mindset and strategy for having your cake and eating it, too.

Episode 224 - Case Study: How Do You Maximize an Unexpected $100K

Join us as we explore a real-life case study and discover how to use an unexpected $100k to maximize income.

Episode 223 - Everything You Wanted To Know About IBC, and Some Stuff You Didn’t

Join us for our first long-form episode where we discuss everything you need to know about the Infinite Banking Concept (IBC). We will explore where the IBC fits and where it doesn't fit in the broader context of a retirement plan.

Episode 222 - New Book Announcement: The Wealthy Entrepreneur Scorecard

Are you using an old scorecard to build wealth? Or are you using one that fits what you are actually working to build? Today, we’re excited to introduce Eric’s new book, The Wealthy Entrepreneur Scorecard, Seven Steps to Keeping More While Working Less.