Wealth Strategies To Value

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Troy Shorts Sr. and Joyce Shorts, the host of Wealth Strategies To Value are financial planners who enjoy teaching individuals on building wealth. The podcast is filled with content on financial strategies that people can value for a life time and make th

Troy Shorts Sr.

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    • Nov 2, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 19m AVG DURATION
    • 45 EPISODES


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    Latest episodes from Wealth Strategies To Value

    How Strong Is Your Financial House

    Play Episode Listen Later Nov 2, 2023 26:20


    Todays episode Troy teaches you the proper way to build your financial house that will stand the test of time! This is a blueprint for financial success that enables you to withstand taxes, fee's, market risk and inflation. Want more tips on wealth strategies?Click this link to watch a Free video on how to increase cash flow and minimize taxes - https://wealthstrategiestovalue.com/m...

    I Never Thought This Would Happen To Me With Jeff Hesser

    Play Episode Listen Later Oct 4, 2023 26:28


    Join me as we highlight one of my clients/friend Jeff Hesser. Jeff tells his story of how he was on top of the world, healthy, prosperous, outgoing.He thought he was invincible and nothing was ever going to happen to him. Out of nowhere he had a stroke and had to rebuild his life. His purchase of a disability insurance policy saved his life both physically and financially. Want more tips on wealth strategies?Click this link to watch a Free video on how to increase cash flow and minimize taxes - https://wealthstrategiestovalue.com/m...

    Feel The Fear And Do It Anyway With Mike McBride

    Play Episode Listen Later Jun 10, 2023 35:04


    This episode Troy's special guest is coach Mike McBride. Mike has been a client of Shorts & Associates for over 20 years. He shares how he transformed his career from being a nationally recognized High School football coach to a nationally recognized leadership coach and speaker. Mike's father planted seeds of leadership in him as a youth and now those seeds have allowed Mike to step into his purpose in life.Mike McBride Website- https://www.thewingsproject.com/Want more tips on wealth strategies?Click this link to watch a Free video on how to increase cash flow and minimize taxes - https://wealthstrategiestovalue.com/m...

    Hard Work, Integrity, Expertise & Reliability With Anthony Botte

    Play Episode Listen Later Jun 3, 2023 21:03


    In this episode Troy interviews his client Anthony Botte from A.M. Botte  Residential & Commercial HVAC. Anthony has been Troy's client since 2005 and will share his journey of becoming a successful entrepreneur. Anthony explains the challenges and obstacles he had to overcome and now how he is paying it forward to the next generation. Anthony Botte Website: https://ambotte.com/Want more tips on wealth strategies?Click this link to watch a Free video on how to increase cash flow and minimize taxes - https://wealthstrategiestovalue.com/m...

    The Way Of Warrior With Andres Viloria

    Play Episode Listen Later Mar 3, 2023 35:42


    Troy interviews his client Andres Viloria who brings a fresh prospective on how to turn tragedies into triumphs. It is not about what the warrior does in the battle but it's really about what the warrior does to prepare for battle!Andres Viloria Website- https://rentslayer.com/contact/Want more tips on wealth strategies?Click this link to watch a Free video on how to increase cash flow and minimize taxes - https://wealthstrategiestovalue.com/m...

    A Story Of How One Mans Dream Became Reality With Alonzo Coates

    Play Episode Listen Later Feb 20, 2023 37:21


    Troy interviews his business owner client Alonzo Coates who owns 3 different thriving businesses in Philadelphia, PA. Alonzo shares his story about how it all started with a dream. Listen to understand how he built these businesses using other peoples money, not his own.Alonzo Coates Kitchen Korners - https://kitchenkorners.com/press/Want more tips on wealth strategies?Click this link to watch a Free video on how to increase cash flow and minimize taxes - https://wealthstrategiestovalue.com/m...

    You Can't Put A Price Tag On Good Health With Kelly Burgess

    Play Episode Listen Later Jan 30, 2023 43:11


    Troy interviews Dr. Kelly Burgess his nutritionist. Dr. Burgess helped Troy lose 50 lbs. and get off of high blood pressure and cholesterol medications. Dr. Kelly Burgess explains the truth about why most of America is overweight and obese. Kelly Burgess Information Website- www.tobetterhealthnutrition.comFacebook- https://www.facebook.com/tobetterhealthllc?fref=tsTwitter- https://twitter.com/KellyBurgessRDWant more tips on wealth strategies?Click this link to watch a Free video on how to increase cash flow and minimize taxes - https://wealthstrategiestovalue.com/m...

    What You See Is Not What You Get

    Play Episode Listen Later Jan 12, 2023 21:21


    Troy discusses how we have all been pre programmed to see things a certain way. When we change the way we see things, what we actually see will change.Want more tips on wealth strategies?Click this link to watch a Free video on how to increase cash flow and minimize taxes - https://wealthstrategiestovalue.com/m...

    Taxes, Market Volatility, & Guaranteed Income With Joe Yocavitch

    Play Episode Listen Later Nov 17, 2022 34:24


    On this episode Troy interviews Joe Yocavitch who has authored 4 books which are Getting Down The Mountain, The Heart of Your Money, Wealth Beyond Taxes and Bullet Proof Your Retirement. Troy and Joe discuss the financial plan that accounts for increasing taxes, market volatility and guaranteed income.Joe Yocavitch Book Links The Heart Of Your Money - https://www.amazon.com/HEART-YOUR-MONEY-Inspiration-Financial/dp/B08GLWB3KWGetting Down The Mountain - https://www.amazon.com/Getting-Down-Mountain-Joseph-Yocavitch/dp/1643200186Bullet Proof Your Retirement - https://www.amazon.com/-/es/Joseph-Yocavitch/dp/B09FC7XCLDBook an appointment with me here - https://calendly.com/wealthstrategies...Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m...

    How Wealthy People Use Cash Value Life Insurance As A Living Benefit Not A Death Benefit

    Play Episode Listen Later Oct 7, 2022 17:57


    In this episode Troy explains how you can acquire cash value life insurance with no additional out of pocket cost, and use the cash value to buy rental property then use the policy as a tax free retirement income stream.Book an appointment with me here - https://calendly.com/wealthstrategies...Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m...

    There Is Power In Your Family Name!

    Play Episode Listen Later Sep 15, 2022 18:28


    In this episode Troy talks about the importance of your family legacy. If today was your last day on earth, what is your legacy to your family? Book an appointment with me here - https://calendly.com/wealthstrategies...Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m...

    The Power Of Purpose

    Play Episode Listen Later Jul 28, 2022 27:24


    In this episode of Wealth Strategies To Value Troy discusses the power of purpose. We go over some examples of some clients that are living out their purpose and how you can as well. Book an appointment with me here - https://calendly.com/wealthstrategies...Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m...

    The Infinite Banking Concept Explained With Lesley Batson Part 2

    Play Episode Listen Later Jun 16, 2022 34:49


    Special guest Lesley Batson from Orlando, Florida joins Troy for part 2 of infinite banking concept explained. Troy & Lesley get down into the details of how index universal life and whole life are different. Book an appointment with me here - https://calendly.com/wealthstrategies...Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m...

    The Three Types Of Wealth

    Play Episode Listen Later Jun 10, 2022 9:13


    Troy outlines the 3 types of wealth. Accumulative wealth, lifestyle wealth and transferred wealth. Book an appointment with me here - https://calendly.com/wealthstrategies...Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m...

    If What You Thought Was True, Turned Out Not To Be True, When Would You Want To Know About it?

    Play Episode Listen Later Apr 22, 2022 17:06


    In this episode Troy shares a story about a client. Troy helped to discover the truth about his retirement investment. Book an appointment with me here - https://calendly.com/wealthstrategiestovalue/strategyClick this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m...

    Will Social Security Survive The Baby Boomers & The Gen Xers?

    Play Episode Listen Later Apr 5, 2022 15:33


    Troy explains how the government, Wall street and the banks will not be able to fix what's about to happen in this country. Book an appointment with me here - https://calendly.com/wealthstrategiestovalue/strategyClick this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m...

    The Infinite Banking Concept Explained With Lesley Batson

    Play Episode Listen Later Mar 24, 2022 29:29


    Special guest Lesley Batson from Orlando, Florida joins Troy on the podcast. They take a deep dive into how the infinite banking strategy can work for you. Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/morecashflow48954885

    Average Vs. Actual ROR

    Play Episode Listen Later Mar 1, 2022 9:45


    Troy dives deep into the "Wall Street Trick" he discusses the myths and truths on average vs. actual rate of return.Click this link to learn how to use levarge, liquidity and control to reduce , minimize and eliminate taxes in your financial future --> https://wealthstrategiestovalue.com/morecashflow48954885

    Cash Flow Killers

    Play Episode Listen Later Jan 3, 2022 18:31


    In episode 28 of Wealth Strategies To Value, Troy shows you how banks make money, not how banks want you to make money. Banks own the blueprint to leverage, liquidity and control. (L.L.C)

    Are You Upside In Your 401K?

    Play Episode Listen Later Dec 2, 2021 7:44


    Episode 27 of Wealth Strategies To Value Troy explains how some people are upside down in their 401K and they do not even know it!

    What's The Best Year To Take Your Social Security?

    Play Episode Listen Later Nov 18, 2021 9:50


    80% of America takes their social security to their dedrament and don't even realize it. They've lost thousands and thousands in benefits. Troy explains how some simple economic strategies put 300k in clients pocket in retirement.Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/morecashflow48954885

    Biden Raises Taxes On The Middle Class

    Play Episode Listen Later Nov 10, 2021 6:14


    In episode 25 of Wealth Strategies To Value Troy discusses some myths that the government is putting out concerning taxes on the middle class. Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/morecashflow48954885

    Sequence Of Return Risk

    Play Episode Listen Later Sep 29, 2021 7:05


    The risk of recieving lower or negative returns early in a period when withdrawals are made from an investment portfolio is known as sequence of return risk. If you are taking withdrawals from your portfolio, the order or the sequence of investment returns can significantly impact your portfolios overall value.Click this link for the free video to learn how to reduce, minimize and eliminate your taxes in retirement https://wealthstrategiestovalue.com/morecashflow48954885

    Do You Have A Plan To Protect The Equity In Your Home?

    Play Episode Listen Later Aug 31, 2021 11:45


    In todays episode Troy will show you how to have a home equity protection plan that will provide you leverage, liquidity and control.Click this link for the free video to learn how to reduce, minimize and eliminate your taxes in retirement https://wealthstrategiestovalue.com/morecashflow48954885

    Which Mortgage Term Is Best For Me? 15 vs 30 years?

    Play Episode Listen Later Aug 23, 2021 11:42


    Todays episode takes a scientific approach to understanding which mortgage term is best and why banks prefer you to have one over another.Click this link for the free video to learn how to reduce, minimize and eliminate your taxes in retirement https://wealthstrategiestovalue.com/morecashflow48954885

    Another Example Of How Traditional Financial Planning Has Failed My Client!

    Play Episode Listen Later Aug 16, 2021 5:51


    Troy shares an example of how his 60+ year old client was told to do financial strategies that he believed would work. Troy exposes the extreme ineffiency of old time planning and shares a great solution that allows his client to maximize his cashflow in retirement and leave a legacy for his family.Click this link for the free video to learn how to reduce, minimize and eliminate your taxes in retirement https://wealthstrategiestovalue.com/morecashflow48954885

    Take Action You'll Never Lose GEM Guarnteed!

    Play Episode Listen Later Jul 28, 2021 8:02


    Take time to write out ways to live the GEM lifestyle. Take action today!Click this link for the free video to learn how to reduce, minimize and eliminate your taxes in retirement https://wealthstrategiestovalue.com/morecashflow48954885

    Where Your Money Is Located Is More Important Than What It Earns

    Play Episode Listen Later Jul 16, 2021 15:22


    Troy discusses how the future of interest rates, stock market, taxes, housing market and bitcoin are not predictable. However what if there are strategies that will allow you to never be hurt by these things that are out of our control.

    Sticks and Bricks, Is It Worth It?

    Play Episode Listen Later Jun 17, 2021 19:00


    Troy dispells some myths regarding mortgage debt. He is not saying do not pay off your house. He is saying do not pay it off to the bank. 

    Financial Literacy Rules That School Will Never Teach You (Part 2)

    Play Episode Listen Later Apr 27, 2021 8:10


    Todays episode we talk about two things that schools will never teach you, credit and compound interest.

    Financial Literacy Rules That School Will Never Teach You (Part1)

    Play Episode Listen Later Apr 10, 2021 7:36


    Todays episode will debunk some myths about first time home buyers. We also cover easy ways to save and budget your money!

    The History Of The U.S. Tax Code Dating Back To 1913 To The Present With Will Slepcevich

    Play Episode Listen Later Mar 30, 2021 31:05


    Todays episode features our special guest Will Slepcevich from Naple, Florida. Will gives us a history lesson that we never learned in school about how our government has taxed its citizens in the United States since 1913.

    The 16 Characteristics Of A Financial Plan

    Play Episode Listen Later Mar 22, 2021 16:47


    This episode Troy discusses the 16 characteristics of the ideal financial plan. This information allows you to compare your financial plan to the ideal financial plan. How many ideal characteristics are in your plan?

    The Truth About How Banks Work With Matt Love

    Play Episode Listen Later Mar 2, 2021 34:12


    Discover how banks use leverage, liquidity and control with no risk to the bank. Matt explains how you can do the same strategy in your own personal economy.

    Don't Be Debt Free and Broke With Matt Love

    Play Episode Listen Later Feb 23, 2021 27:05


    Our guest Matt Love explains how properly structured debt can increase your cashflow.

    Reverse Mortgage The Good, The Bad And Ugly With Don Graves

    Play Episode Listen Later Feb 15, 2021 30:30


    Our guest Don Graves takes all of the mystery out of the reverse mortgage and clearly explains what it is and how it works.

    Stop401k.com With Antoine Orr

    Play Episode Listen Later Jan 29, 2021 21:59


    My guest Antoine Orr is the " Financial Hostage Negotiator " who recaptures his clients wealth from weapons of mass financial destruction. 

    2021 The Year Of Commitment

    Play Episode Listen Later Jan 21, 2021 7:25


    We must not just be committed to change for the better. But we need to be committed to the " process of changing" Your current status quo will no longer get the job done. If you want something you never had you have to do something you never did!

    Protecting Your Most Valuable Asset

    Play Episode Listen Later Dec 31, 2020 22:20


    Todays episode we interview disability insurance expert Alicia Keane as she explains the importance of knowing the in's and out's of your employer benefit plan's before an accident or injury occurs.

    Attention Business Owners

    Play Episode Listen Later Dec 31, 2020 14:14


    Attorney David Szeremet explains three foundational principles that every successful business owner needs to know.

    The Biggest Secret In The Financial Services Industry

    Play Episode Listen Later Nov 16, 2020 16:56


    Find out where the top 1% income earners put their money to avoid tax risk and stock market risk. 

    Protecting Your Assets With Regan McGhee

    Play Episode Listen Later Nov 3, 2020 16:52


    Today's episode we interview one of our strategic partners Regan McGhee. She explains the major mistakes people make when purchasing auto and home insurance. 

    How Traditional Planning Doesn't Work Today

    Play Episode Listen Later Oct 30, 2020 8:14


    Today's episode illustrates how traditional planning will cost you hundreds of thousands of dollars unknowingly and unnecessary. 

    There's No Good News, There's No Bad News, There's Just News

    Play Episode Listen Later Oct 27, 2020 10:10


    There's no good news, there's no bad news, there's just news. The only thing you can control is how you respond to it.

    Living A Life Of Intention

    Play Episode Listen Later Oct 12, 2020 7:22


    Helping our clients get crystal clear on what they really want in life is the first step to living a life of purpose. We engineer a bridge to get our clients from where they are, to where they ultimately want to be. Our responsibility is to avoid the potholes, the traffic jams,and the accidents along the retirement journey. 

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