Are Honesty & Optimism Investing Weaknesses?

by | Sep 29, 2023 | Podcasts

I had a very successful and experienced colleague tell me “Honest people are almost as much at risk of being taken in an investment or business scam as naive people. They optimistically assume others are like them; pessimists, critics do the same and it protects...

Strategy and New Tech with Patrick Donohoe

by | Sep 22, 2023 | Podcasts

I took a few minutes with the CEO of Paradigm Life and my mentor, Patrick Donohoe, during a packed week of working with business owners at the Money Is Mastermind in FL to discuss new features we’ve released for our clients to help them grow the Agency and...

Give me Liberty or Give me Death!

by | Sep 17, 2023 | Podcasts

COVID hysteria is back! The globalists are gearing up for another election in 2024 and it is now time to usher back in the masks and other fear-based tactics to remind you it is a scary world and you need the nanny state elites to protect you, so vote to give your...

Loans and Interest Rates – Learn for AGENCY!

by | Sep 1, 2023 | Podcasts

I often get asked, is a policy loan best for this purchase (or investment)? My answer ‘It might be! Let’s discuss’. This episode talks about what drives interest rates, where to borrow and why, and the overall impact on your ability to grow your...

Legacy – How and Why do we do it?

by | Aug 25, 2023 | Podcasts

As a follow up to my longer discussion on Legacy a few months ago, I share some insights from a recent conversation with my attorney Andrew Howell on what is most important and big picture techniques to protect the people and resources most important in your life.  ...