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Permission to Spend, With Tom Wall
Manage episode 423015624 series 1212684
In this insightful episode, we sit down with Tom Wall to discuss how to eliminate fear from your retirement, minimize taxes, and gain the confidence to take control of your finances. Millions of Americans are under-enjoying their retirement because they’re afraid of the “what-ifs” that could derail their best-laid plans. They worry about living too long, market crashes, or the need for expensive ongoing care that their plans cannot support. The fear of running out of money at a critical time is a major concern.
Tom sheds light on how the financial industry often focuses on the allure of accumulating investments without considering how to effectively use them later in life. With a modern twist on a centuries-old strategy, Tom’s insights will help you understand how to begin with the end in mind, setting up your finances to maximize income throughout your lifetime while ensuring your goals are protected.
Tune in to hear Tom’s thoughts on:
- Where did your passion for life insurance come from?
- What’s your take on the infinite banking concept?
- How can people optimize their savings and investments while avoiding excessive taxes?
- What advice would you give to someone looking to make a major career change?
- How would you respond to someone that says whole life insurance is a bad investment?
- Where do you think clients are being underserved in the financial planning world?
- And much, much more!
Invitation from Guest:
Get Tom’s FREE Strategies & Insights – Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
https://www.
Connect With Our Guest:
WEBSITE(S)
SOCIAL MEDIA(S)
- https://www.instagram.com/tomwalltalks/
- https://www.linkedin.com/in/tomwall/
- https://www.tiktok.com/@tomwalltalks
The post Permission to Spend, With Tom Wall first appeared on Business Creators Radio Show with Adam Hommey.
674 episoade
Manage episode 423015624 series 1212684
In this insightful episode, we sit down with Tom Wall to discuss how to eliminate fear from your retirement, minimize taxes, and gain the confidence to take control of your finances. Millions of Americans are under-enjoying their retirement because they’re afraid of the “what-ifs” that could derail their best-laid plans. They worry about living too long, market crashes, or the need for expensive ongoing care that their plans cannot support. The fear of running out of money at a critical time is a major concern.
Tom sheds light on how the financial industry often focuses on the allure of accumulating investments without considering how to effectively use them later in life. With a modern twist on a centuries-old strategy, Tom’s insights will help you understand how to begin with the end in mind, setting up your finances to maximize income throughout your lifetime while ensuring your goals are protected.
Tune in to hear Tom’s thoughts on:
- Where did your passion for life insurance come from?
- What’s your take on the infinite banking concept?
- How can people optimize their savings and investments while avoiding excessive taxes?
- What advice would you give to someone looking to make a major career change?
- How would you respond to someone that says whole life insurance is a bad investment?
- Where do you think clients are being underserved in the financial planning world?
- And much, much more!
Invitation from Guest:
Get Tom’s FREE Strategies & Insights – Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
https://www.
Connect With Our Guest:
WEBSITE(S)
SOCIAL MEDIA(S)
- https://www.instagram.com/tomwalltalks/
- https://www.linkedin.com/in/tomwall/
- https://www.tiktok.com/@tomwalltalks
The post Permission to Spend, With Tom Wall first appeared on Business Creators Radio Show with Adam Hommey.
674 episoade
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