Mar 30, 2023
People don’t often talk about the emotions tied to their finances. Financial Advisor Mark Bertrang joins Tom as they talk about the emotional side of personal finances. In his book, Investments Don’t Hug, he shares true life stories of families who have gone through significant pain by loss of a loved...
Mar 28, 2023
Today, Tom shares different ways to safeguard your assets while accumulating wealth AND during the distribution and transfer of wealth to the next generation. Tune is to hear more about reducing the impact of negative things on our wealth.
Highlights
- 00:33 Parents are always worried about our kids’ safety...
Mar 23, 2023
Joining today is another fellow IBC practitioner Monica Felton who specializes in utilizing your family bank to pay for college. College is getting very expensive causing many families to question the value of it. Tom and Monica are big believers in investing in ourselves and getting education but still need to make...
Mar 21, 2023
Human behavior can be both a benefit or hindrance. In the book “Becoming Your Own Banker” by R. Nelson Nash, he teaches you how to create the right financial habits and elaborates on the two human behaviors that might hold us back from becoming our best and building wealth. First, The Arrival Syndrome - where we...
Mar 16, 2023
Today, Tom and EJ Fernandez of Ed James Insurance Brokerage talk about creating the lives we want and determining how your business/work can fit in and support it. People often think our work is our life and it becomes the center of who we are and what people associate with us. It’s a major part, but not the only...