The Wealth and Income Podcast

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.

Episode 218 - Are You Grateful for Challenges?

Challenges in life either make us better or bitter; it is all a matter of choice and perspective.  In this holiday season, we encourage you to be thankful for the times that try you and cause you to grow.

Episode 217 - What Morningstar and the Wall Street Journal Got Wrong

The misleading update on the “4% rule.”

Episode 216 - What Are Your Priorities Around Money?

Join us as we walk through some of the key questions to ask when looking at your priorities around money and how to know what is truly important.  

 

Episode 215 - Mary and Eric’s First Grudge Match

Join us as we tackle the industry's response to helping Gen Z prepare for retirement.

 

Referenced link:  Gen Z is 'Soft Saving' for Retirement

Episode 214 - Questions to Ask When the Market Becomes Top-Heavy

The important questions to ask and steps to avoid when the "Magnificent 7" are running the show.