The Wealth and Income Podcast

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.

Episode 221 - How To Fight the Too Good To Be True Opportunity

We often get the question: how could anyone fall for a Ponzi scheme?!?!? It is actually really easy to do, and a lot of it has to do with a breakdown in Mindset and Strategy. Join us as we walk through some of the things to watch out for and how to protect yourself from the "Sure thing."

Episode 220 - Should You Fear a “Mid-Life Crisis”

Join us as we dive into a conversation we have almost daily with our clients.  We hope to share some perspective on the dreaded mid-life or quarter-life crisis and how to think through it.

Episode 219 - How To Identify and Fight Financial Burnout

Join us as we walk through three types of financial burnout.  We talk through how to spot each type and what to do in order to win and not get stuck.