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Pass the Secret Sauce by Matt Shields
Episode 214: The Profitability Paradigm: Unmasking Business Blockers, Growing Wealth, and the Power of Whole Life Policies

Pass the Secret Sauce by Matt Shields

Play Episode Listen Later May 24, 2023 37:14


Join us on this captivating podcast as we embrace failure by recognizing for every level there's another level and celebrate the journey of entrepreneurship. If you've ever felt like a failure or faced the tough decision to close a business or pivot, congratulations, because you're on the right path. In this podcast, we delve into the secrets of exceptionally wealthy individuals with net worths of $100 million or more. Surprisingly, their key to success lies in their failures. We explore how failure is an integral part of the entrepreneurial journey and how learning from mistakes is the ultimate catalyst for growth. Discover the concept of business blockers and how they can unknowingly hinder your success. We uncover practical strategies to identify and overcome these obstacles, empowering you to unlock your full potential. But that's not all! We also talk about an incredible strategy that promises to constantly grow your wealth. We reveal the power of whole life policies, offering insights into how they can shape your financial future and pave the way to prosperity. Join us on The Profitability Paradigm on Invest in Sqft " as we challenge conventional notions of failure, embrace resilience, and inspire you to thrive amidst setbacks. Get ready to embark on a transformative journey of learning, growth, and ultimately, achieving your fullest potential. Links and Resources: Personal LinkedIn: https://www.linkedin.com/in/teresakuhn Personal Website:  http://teresakuhn.com Company Website:  https://100yearrei.com/tag/teresa-kuhn  I was talking with Amanda Holmes about a week ago or so, and if you don't know who Amanda Holmes is, she is the daughter of Chet Holmes who wrote the Ultimate Sales Machine, which is known as the Red Bible in the marketing industry. Unfortunately, Chet passed away a number of years ago, and Amanda has taken over her father's companies. We were talking about time management, and Amanda made a statement that I feel is so simplistic, but yet we all completely screw it up, right? We make things so much more complicated than what they should be. She said the number one technique for time management, and we've been deploying this ever since.   She said This is to only touch the thing once, so don't keep kicking the can down the road. Don't let things keep coming back up again. Talking about things re re. Engaging with things, touch it once, get it done, get it off your plate, and move on to the next thing. What this does is it allows you to keep moving things forward because basically what happens is if you  keep  doing a little bit here, a little bit there, before you know it, your bandwidth is completely. Taken over, right? You are completely using everything that you can concentrate on just to get all of this stuff done that you have in your life. So by getting rid of it, seeing it once, touching it once, addressing it, accomplishing it, filing it, whatever the thing is, that is the way to be able to properly manage your time  I was talking with Amanda Holmes about a week ago or so, and if you don't know who Amanda Holmes is, she is the daughter of Chet Holmes who wrote the Ultimate Sales Machine, which is known as the Red Bible in the marketing industry. Unfortunately, Chet passed away a number of years ago, and Amanda has taken over her father's companies. We were talking about time management, and Amanda made a statement that I feel is so simplistic, but yet we all completely screw it up, right? We make things so much more complicated than what they should be. She said the number one technique for time management, and we've been deploying this ever since. She said This is to only touch the thing once, so don't keep kicking the can down the road. Don't let things keep coming back up again. Talking about things re re. Engaging with things, touch it once, get it done, get it off your plate, and move on to the next thing. What this does is it allows you to keep moving things forward because basically what happens is if you keep kicking the can down the road and keep touching things and doing a little bit here, a little bit there, before you know it, your bandwidth is completely. Taken over, right? You are completely using everything that you can concentrate on just to get all of this stuff done that you have in your life. So by getting rid of it, seeing it once, touching it once, addressing it, accomplishing it, filing it, whatever the thing is, that is the way to be able to properly manage your time and effectively manage your time. I was talking with Amanda Holmes about a week ago or so, and if you don't know who Amanda Holmes is, she is the daughter of Chet Holmes who wrote the Ultimate Sales Machine, which is known as the Red Bible in the marketing industry. Unfortunately, Chet passed away a number of years ago, and Amanda has taken over her father's companies. We were talking about time management, and Amanda made a statement that I feel is so simplistic, but yet we all completely screw it up, right? We make things so much more complicated than what they should be. She said the number one technique for time management, and we've been deploying this ever since. She said This is to only touch the thing once, so don't keep kicking the can down the road. Don't let things keep coming back up again. Talking about things re re. Engaging with things, touch it once, get it done, get it off your plate, and move on to the next thing. What this does is it allows you to keep moving things forward because basically what happens is if you keep kicking the can down the road and keep touching things and doing a little bit here, a little bit there, before you know it, your bandwidth is completely. Taken over, right? You are completely using everything that you can concentrate on just to get all of this stuff done that you have in your life. So by getting rid of it, seeing it once, touching it once, addressing it, accomplishing it, filing it, whatever the thing is, that is the way to be able to properly manage your time and effectively manage your time.  On invest in square feet, we unlock the secrets of wealthy entrepreneurship. I'm Matt Shields and my mission is to help business owners just like you, protect your wealth so that you can invest passively into multi-family real estate. Have you ever looked at very, very wealthy individuals or maybe even banks, for instance, and wonder how they protect their wealth, protect their business? No matter if you're looking to enhance your investments, safeguard your assets, or simply increase your net worth. This episode that we're gonna talk about today dives into the realm of achieving financial success. Today we're gonna learn how some of those wealthy individuals and incredibly large banks power themselves into wealth building machines so that we can all do the exact same thing with our businesses.  You, you know, the level of success as I worked on myself and I healed parts of myself and I understood more and more about me. Um, my success grew and that's not an accident. Um, wherever someone is in life in terms of business and relationships, et cetera, it is a direct reflection to the healing and the growth that they, uh, they have within themselves.  When somebody presents themselves with, Hey, I can only reach this level of success, or I can only do this, or I'm struggling with this, you know, it's all about my, my suggestions to them is go inside because only to the level of your healing and your self-awareness is the level of success that you're going to have in life. And I'm not talking about just financially, but for me financially, As I heal certain parts of myself and as I figured stuff out and as I worked on myself, it's not a surprise that my revenue and my income went up right, and as I became more comfortable in my skin, the world opened up to me because I was not projecting my insecurities and my lack of feeling comfortable in my own self on other people. As I loved myself, I could love more people. As I accepted myself deeply, I could accept more people. Well, what happens when you can expand your world and accept more people? You have more opportunities. Mm-hmm. Then the question becomes, are we aligned in terms of those opportunities, energetically, values, you know, et cetera. So, um, yeah, entrepreneurship, you can. Dig a great hole in terms of energy and time suck and distractions. Um, and for a lot of people, I think they, I know it was me, like I worked my butt off n to distract me from whatever pain I was in. Um, but the more people go inside and heal those parts of themselves, I think the more success they have in every area of their life. Yeah, I couldn't agree more. And just real quick, do you, you know, in your coaching or however you want to, to call it, um, are there any, I guess, steps maybe that you would suggest to be able to start to realize that maybe I have something to, to, to fix or maybe even steps to be able to start, um, you know, that self. Uh, you know, self realization, self awakening, anything come to mind as far as, you know, steps that you can do to, to start realizing that?  Um, well, for one, typically the, the problem that people think they have is not truly the problem. It's the symptom, right? And so, uh, having some kind of exercise. Or time to reflect where somebody is able to identify, Hey, these are all the items that I think are my problems today. And then having someone in their life, be it a coach or a therapist. You know, therapy is great looking backwards to reframe and to understand, you know, childhood stuff or experiences that may be traumatic. Coaching, I believe is more about, um, proffer coaching is about establishing objectives. And roadblocks to getting to those objectives, right? Uh, and roadblocks typically are, Hey, these are my problems or these are my beliefs, or this is where I'm stuck. But those are typically symptoms. Those aren't the problems. So if I think my problem is I can't, um, I can't exceed a certain level of, of revenue in my business. I've hit a ceiling. That's really a symptom, right? What is the problem that is keeping you from meeting the objective of, you know, increasing revenue? Um, I have a saying that I absolutely love, that I, that I borrowed. I, I borrowed things from everywhere, right? I don't necessarily have original thoughts. I have interpretations of different ideas that are out there, um, that I put through my own filter. But one of them is for every level there's another double. So let's say there's an entrepreneur who's hit, you know, a, a revenue ceiling of a million dollars a year, right? Um, they picked that ceiling and they're trying to get to the next level, let's say 2 million in revenue while in order for them to get to the next level of $2 million in revenue, there are whole host of demons and devils in that. Gap that they've gotta figure out in order for their million dollars to now be a new floor and $2 million to be their ceiling.  So for every level, there's another. Issue or things that come up that you've gotta figure out and something that you've gotta change within. Right. Maybe it's a belief, maybe it's a system, it's a process. How you live your life, whatever, in order to break through that ceiling to get to the other level. Mm-hmm. I love it. I love it. And that's, that's a great, a great way to be able to prepare yourself, you know, another level, another devil. Again, it's kind of a fun way to be able to remember that. You know, this isn't this, you, you should be expecting those blockers and those things as you progress through, you know, your levels of entrepreneurialism. This isn't like, you know, shit, I'm failing. It's no, I gotta figure this next step out. Right? You know, there, there's always more to figure out as you're, as you're going through. So again, it's a great way to be able to, um, you know, just kind of realize that and keep that in in mind. I love it.  Um, we fail forward, right? Yeah. It, it, and there really is no failure. You know, these words I'm not crazy about, but they're just rhy and they, they, they're easy to remember, you know, every experience. There's so much to learn from and you just can't quit. You just can't stop, right? Mm-hmm. And so, Hey, you have a setback. Keep going, keep going, keep going, keep going, keep going. The most successful people are the ones that I've had the most setbacks. Yeah, I work with really wealthy people. I work with, you know, business owners, entrepreneur, entrepreneurs, which sometimes business owners don't consider themselves entrepreneurs, but real estate investors, professionals, middle America people that are super wealthy, considered, you know, wealthy. Net worth over a hundred million. I can tell you, everyone fails. Everyone has setbacks. There is nobody in the world of money that has never lost and made stupid investments and stupid decisions. Um, it's just, are you learning from it?  Mm-hmm. Yeah, I love it. And, and actually that's a perfect transition into talking about whole life policies and, and that whole thing, which, um, just being transparent. So we, we set up, uh, policies for my, my partner and I a couple of months ago, I don't know, four or five months ago now, something like that, maybe not quite that long ago. So, um, so this is something that we absolutely see the value in. Um, And I'm, I'm curious as to your definition of what the whole life policy is and why it's different than other types of, um, I guess investments or cash placement vehicles that, that might be used, you know, you know, on the market. Right. Does that, does that make sense? Yeah, absolutely.  So, um, I, so going back to my career real quick, um, to give some understanding there. So I worked with the real estate developer, um, then went back to working in the more traditional Wall Street type of mindset. But I was a different person. I was an attorney, um, trained to think like a lawyer, and I was looking at all the information from a Wall Street perspective saying, you know, Clients aren't experiencing what Wall Street, traditional Wall Street is offering, and are there financial strategies out there that I could offer my clients in building my business, uh, and my relationships with my clients that could bring them options that the traditional Wall Street model does not offer? And I went looking in the marketplace of financial services. What, what are those options and alternatives that I could offer my clients? Um, I met a gentleman by the name of Nelson Nash, who is, um, the grandfather I think of, you know, this whole, whole life insurance, using it as a, as a, um, savings plan and vehicle for investing and doing all sorts of things, right? I met him, became very dear friends. He was my mentor, um, taught me so much and started using this with, with myself first and my clients, and then from there, Um, so I've been doing this a really, really long time, right? Working with, I've had conversations with thousands of people, have worked with the best of the best in this niche in this industry. And what I've found today is there are a lot of newcomers out there that don't have a lot of experience, so to speak. But see, there's something great here and they've totally complexified, if that's a word. Um, there's a lot of complexity around these policies. What I like to say in keeping it super simple, and I think there's elegance and simplicity, is look, does someone need to save money, have money in a savings account, have money in reserves for real estate investor, CapEx account? Of course, we all need money that is earmarked for savings from a Wall Street perspective and an investment perspective. There is. A fallacy out there that says every dollar you have has to be working super hard for you and chasing a return. I, I say differently. I say, you need money. That's your last man standing. You need money on the side, savings, wherever that, if everything else goes to hell in a hand basket, you know you've got that money in reserve to help you for whatever reason. So that money, if you've got it, should be in a whole life policy. And why is that? Because the whole life policy is gonna give you, Advantages, benefits, options that you will never have in a regular savings account. So if you look at it from that perspective, keeping it super simple, that's it. That's all it is. Now, can you do all sorts of other things with it? Absolutely. But keeping it super simple, that's what it gives you an alternative to savings. That is far superior in benefits and tax advantages and options for your future that you're not gonna get anywhere else. Mm-hmm. Yeah. And talk about some of those, some of those ways that you can use, uh, a whole life policy, right? Like there, there's, this isn't just a savings account where you pull the money out and spend it, you know, when needed, uh, to buy whatever it is, right? I mean, there's, there's. There's a whole other side to this. Talk about some of those benefits that,  well, from one, the growth inside of the policy is income tax favored, it's tax managed. Um, we have many clients that set up these policies because they wanna grow their wealth in the strategy that they can pull money out to supplement retirement, and you're not taxed on that money. Taxes are a big deal right now. Day one, you got life insurance, right? You die, it pays you live. Have some health issues. You can tap into that death benefit to help you with your, your health issues. Um, uninterrupted compounding. Super cool concept. Uh, real estate investors love this. You've got money in there. You borrow it out to go invest or buy cars or equipment or whatever. That money is still working for you in your policy. Um, so keeping it super simple, those are probably the most, um, popular advantages.   With, with the whole life policy, what would, what would be some things that you wouldn't want to use it for? Right. Because again, we're all human. We have these savings account, we see this money there, and, um, we, we feel we have access to it, so we should spend it. Right. Talk about about that, a little bit, about that mindset of, you know, I, I, I have the, these funds, I should, I should be spending it. Um, and, and how that applies to the, the whole life policy.  That's a really good question. A lot of, you know, that's, that's very, um, particular to the circumstances of the person who owns the policy. Everybody's numbers are a little bit different, but number one, everyone should have savings, um, as the last man standing. I use the analogy of a balance sheet. Pull out your balance sheet and give every dollar a job on your balance sheet. And again, most investors think, oh, every dollar on my balance sheet has to give me an roi, right? Has to chase the return. You are getting a return with your whole life policy, but it is a return that is, uh, very competitive compared to other safe money strategies. You can't compare this to at, you know, you getting, um, Uh, a, a return in real estate in the last 10 years, right? Or crypto if you made money in that or whatever, right? And it is compe, I mean, it's compelling. 5% income tax free is pretty compelling without risk, right? Mm-hmm. So your safe dollars go there. Now I have clients, I've been doing this a very long time, who've accumulated hundreds of thousands of dollars in their policies and. Just because they have that money in their policies doesn't mean they need to go out and buy a super expensive car that they otherwise wouldn't, um, wouldn't buy if they didn't have the money in the policy. So I've got a client, um, he loves fancy cars, and uh, a number of years ago he had the money in his policy. He borrowed $150,000 to go buy. A fancy car, which back then was a lot of money today. Now it, you know, a, a almost a regular car costs a hundred thousand. Right. And could he buy? Absolutely. He's got the net worth. He's got the income, no big deal. But another client who has a lot of money in his policy probably shouldn't go out and just buy the car to buy the car. And there's a lot of conversation in the marketplace around these policies. To like run all of your expenses through your policies and the more you finance, the more money you're gonna make in your policies. Variations of what Nelson Nash used to teach, but where I think it's a bit irresponsible, and I think this is where the experience doesn't come in. 99% of the people out there do not have the bookkeeping or the um,  they don't have the attention to detail in the minutia of what it takes to run all your expenses and run a lot of stuff through your policies. I tell my clients who bring that up, and I, and I know my clients, I get to know my clients really, really well. You know, my engineers, my CPAs that have that kind of mind, they can get away with it. An entrepreneur who's more visionary and creative, no way should they be involved with that. They're gonna create a mess unless they've got a bookkeeper who can keep up with it. And that creates an extra expense. So I tell my clients, Hey, keep it super simple, um, and don't do anything exotic. In fact, make sure you respect the policy and the strategy. And instead of spending all that time in the minutia, go make a ton of money elsewhere and just put a, a, a percentage of it into the strategy so that it's there to serve you in the future. There's so much conversation on the minutiae and the complexities of how these can work. Yeah, you could do that if you've got the bandwidth and, uh, the brain, right. That lights the minutiae. Most of us don't. Mm-hmm. Go chase the money with what you're good at and just build your policies. Yeah. Yeah. Love it. Love it. Um, talk a little bit about the, like the, the good ways to be able to use the policies, right? Like, you know, we wanna be able to, to have this money grow in itself, right? You can, you can put the money in and leave it there. Um, but what are some, some ways to be able to maximize that, like, Again, we, we've talked about this before, where maybe there's real estate opportunity. You take the money out for that. The, the money is still in the account working for you technically. Uh, you're going to be able to then make the money on the real estate and then reinvest or re re uh, deposit that back into the policy again. And there's some complexity there, uh, as well as far as, uh, you know, maximizing out your policy  you know, if, if we had a windfall from a, from a real estate investment and we had a policy set up, it might be better to create a new policy so that we don't maximize out that that other policy. Is that, does that all resonate? Like talk a little bit about that, that, that process a little bit. Yes, absolutely. So every policy does, every policy that's set up has a maximum. I'm, I'm just gonna use some examples. Let's say it's $50,000. We set up a policy for you, $50,000. And you're, you're feeding it. You're paying into it up to that 50,000. If you've got a windfall, if you just sell real estate property, you've got an extra $200,000 that you might come to me and say, Hey, I wanna max out my policy and put that $200,000 in that policy, and I'm gonna say, you can't. I've gotta maximum 50,000. Now if it makes sense, we can take your 200,000 and design a new policy from which you could position that 200,000. So I think that's what you're referring to there. Yeah. In terms of the great stuff that you could use these policies with. Um, and, and again, after you've got your cash and your cash preserves and you've got enough money to, to protect your business investments, your household, whatever, right? Anything above that that you've got in the policy. Go use it and invest it. Like in real estate, you know, in the real estate world, you've got flippers, you've got buy and hold, you've got hard money lending, like a hundred different ways you can make money in real estate. And we've got probably most of our real estate investors are dabbling in all of those. Right. Um, hard money lending's probably the easiest to explain in terms of opportunity. If you've got a hundred thousand dollars sitting in your policy and. You can go get 15% hard money lending. Take it from your policy, go lend it out, get your 15% at the same time, your money is still working for you inside of your policy at the same time. So you're literally double dipping. Yes, the insurance company is going to charge you an interest to borrow that money out. If done right, you're gonna be earning more. Then you're paying an interest inside of your policy separate from the 15% you're earning with your hard money lending. Mm-hmm. I have clients that do this, have been doing it for a very long time, very successfully. And talk about double dipping and talk about taking advantage of unin uninterrupted compounding and done right and set up right. You can deduct the interest that you're paying because it's a business expense. Not a cpa, but just conceptually that's possible  to do. Yeah. Yeah, that's, that's interesting. So if, if you were to withdraw the money and, uh, your earning interest over here of the 15% in this, this bank or this, the policy is charging you interest as well. Um, And, and again, I I, I think I might've gotten this from like the whole bank on you type concept, right? Where essentially you're paying your, you should be paying yourself interest, right? So you're, you're paying interest on the money that you borrowed, but you can pay yourself back, you know, additional interest so that you are making money off of your money that way as well. Is that, is that, you know, another way to be able to look at it as well conceptually?  Absolutely. And what you're doing is if what you're doing is paying that interest, Back to you over and above what the insurance company is charging you. Mm-hmm. Yes. Mm-hmm. And so that, that gets into some of the minutiae that people get involved with conceptually Absolutely. All day long. Right. Practically the way you do it, that's a, a conversation. I'd rather not get into the minutia cuz it does get a little confusing. Um, but absolutely all day long you can do that. And that's a lot of what Nelson Nash taught. Uh, in terms of how you can create additional wealth, generational wealth, legacy wealth, doing business by changing a few things. So, Real estate investors take money from their bank accounts, go invest it. Instead of it coming from your bank account. Have it come from your policy Business owners, you know, let's say dentists buying equipment for a new office, instead of it coming from your bank account, have it come from your policy, right? You have employees. We've got strategies where you can ensure your employees, give them a benefit and employee benefit. And maximize wealth for the employer business owner. I can go on and on, but I think you get the picture. Yeah. And, and one other thing, um, just, just to talk about high level other things that people can do with these policies. Um, you can pay for college out of the policies, a much superior plant than a 5 29. You can buy cars, you can, um, buy generators. We had, you know, like 10 years ago, a lot of our clients were buying generators, using money from their policies. Replace roofs, start businesses. Um, anything your imagination can come from if the money's gonna come from a bank account, have it come from a policy and it amplifies. The opportunities and the options for people. I truly believe, and not because I sell this, remember, I chose going down this road very strategically and I had the critical thinking skills to look at the financial services industry and say, Hey, what opportunities, what strategies are out here that I could offer my clients to give them a better experience with their finances and, and options, right? So, I come from a place that I chose this path. Truly believing and now knowing with experience, every family, child, business owner, investor should have one of these policies. Every single person should have one. If you think you need a savings account, this. Can act as a savings account that gives you so much more than a plain old savings account can never give you and a savings account typically you'd get from a bank. You should look into, how much cash value life insurance your bank holds on their balance sheet. You'd be really surprised to find out they own a ton of this. It's called Boley, bank owned Life Insurance. Yeah.  Interesting. And, and you, you touched on this a couple of times throughout, but I, I, I feel like it might not have necessarily sunk in completely. We've been talking a lot about. Um, people, and, and every person should have this, but businesses can also own this, which you kind of touched on a second ago with the bank. So any business owner out there, your business can also own this. So, like you were saying, the dentist, you know, that dentist business can actually have this policy and that that business policy is what's buying all the equipment and all of that as well. Um, talk a little bit about Absolutely. Yeah, j just, I mean, same type of mentality or same type of concepts, um, but. You know, having your business savings account or business holding account or whatever you want to call it, is a policy rather than, you know, having it sit in, you know, some other banking account. Yeah.  Imagine Matt, and I know we've talked about this. Imagine you having a business and as a business owner you have a lot of risk. You put a lot of time, a lot of energy into building the business, and you go to sell the business. Yes, well imagine that day you go to sell the business. You can sell the assets of the business and walk away and get a nice check, or you can sell the business, get a nice check, and still have an insurance policy with a significant amount of cash value that you separate from the sale you get to keep. And that policy is going to serve you for the rest of your life. Once you sell that business, you can't start that policy. It's before you sell the business that you can start that policy, build that policy, give a benefit to employees that they can have for the rest of their life. The life insurance. Most people don't have permanent life insurance. Imagine the legacy that you could be responsible for in that employee's life and, and having a, a permanent death benefit Follow. Their family be gifted to their family. I mean, incredible amount of wealth that can be created by just doing things a little bit differently. you know, the, the, the seeds that you're planning, um, do not just benefit you and your family, but to the, the impact you can have on an employee's family in terms of giving them. Permanent life insurance, that when they die, that legacy, that money can make such an impact on generations. So it's such a 360 win-win, win. It's a win for you. It's a win for the employee. It's a win for your, your business overall. It elevates everybody. Yeah. Yeah.  One, one last question then we'll then we'll wrap up here. So we, we just had the. Um, the Silicon Valley Bank, you know, fiasco. Mm-hmm. Uh, you know, a while ago. Right. And, and these, these technology companies, these companies that are able to generate a lot of cash, uh, would you suggest that a another option for them rather than keeping all of that cash? And even if th this is, you know, an operating account where they're, you know, It's ebbing and flowing in and out. Right. Is, is a situation like that a, a good use of, you know, creating the policy? Or is this, is this money that should be, maybe not necessarily operational, but you know, again, if you have a, a holding of cash that is, uh, a little bit more static, maybe it's deployed, you know, whatever, every couple of months or whatever, you know, whenever you need it. Is that a better use of, uh, the policy to be able to hold that? That that cash does make sense.  Absolutely. So keeping it super simple, it should be the reserve account that the business has, the operational account. Can you use it? Yes. That's going into minutia and that's going into a lot of complexity and money coming in and out on a continuous basis. So I would say that the business should have their operating account and their reserves instead of it being with the bank. Position it over here with the insurance company. It's just moving from one pocket to the other when they need it, they can absolutely tap into it. Yep. Um, and it can give them so many options and benefits for the future. It's phenomenal. And I know Matt, you and I have discussed it and explored it and we're actually getting ready to start it. Right. Um, and when you saw the benefits, I know you were looking at it going, oh my gosh. Yeah, you, you are carving. A business within a business, why wouldn't you want to leverage and scale your energy, right? That you've put into building a business. And once you sell that business, you can carve that business out, keep it serving you for the rest of your life, and selling the assets off of the other business. Yeah. It's such a win-win. It's, it's tremendous. Yeah. It's,  it's one of those things that. You almost reali. Like it's, it's one of those things like, why didn't I know about this sooner? Right? That it's kinda one of those things that are under the radar. So doing our best to be able to get the, the word out there and how valuable these, these things can be. And  it's available to everyone, right? Ev If, if you're, if you're an individual, I'm telling you, should own one, your child. I, you know, I wrote a whole book on what we did with my son, with his policies and his education instead of college. Um, You, I, I have policies on my parents, right? I own policies on my parents, so got policies on myself, my child, my parents, right? Um, my, you know, business ventures, like everything going through these policies. Um, so individual family, business owner, real estate investor. So many opportunities and so many strategies and so many things that we can do. And starting super simple, you're saving money. Save it in a policy. Amplify your options. Mm-hmm.   All right, so we've reached the point in the show now where we are going to recap what we learned from this episode, and this is something that I personally believe in. This is a step that we took and we actually are deploying these techniques in our businesses as well as you could hear in this episode. Theresa told us that we needed to understand that most of the time when we think that we have the problem, that we're only looking at the symptom, we are not necessarily looking at the core of the problem. Theresa used the example of if we feel like we've hit a ceiling, that is not the problem in the business. The problem might be your marketing, it could be your processes, so that you are running around and trying to accomplish too many things, which then is spreading your time too thin, which is not allowing you to move forward. With things, right? So what we feel is the problem may not necessarily be the problem. It may just be the symptom, and we need to look outside of that one issue in order to be able to determine what truly is wrong. We then dove into the whole life policies and we learned what an amazing vehicle this is. For wealth building opportunities, unlike normal savings accounts where if you put the money in and maybe it sits there and you're in a little bit of interest and then you take that money back out, that money is no longer there anymore. It's not earning interest for you anymore. Whereas in these policies, the money that you put in, Does still continue earning interest, and you want to make sure that you pay yourself in interest for borrowing that money so that you're basically making money off of the money that you have already taken out, if that makes sense. Another amazing thing about these policies is that they all have a death benefit and everyone has a different number that they are going to. Be able to qualify for, and this is all depending on your net worth and your income and, and all of that. But that is a chunk of money that is going to be paid to your family, to your heirs, to your benefactors when you pass away. But again, unlike other types of life insurance, if you get sick, if you have something that you need to be able to draw on that earlier before you pass away. You're able to do that, so you're able to tap into some of those proceeds that normally wouldn't be able to tap into until after you pass away prior to that again, if you need it. Teresa's been doing this for many, many, many, many years, and I know that I've, I'm aware of these policies, so I know that I've seen these other blurbs floating around out on the internet about what you can do with these whole life policies. And some of the advice out there today is that you want to run all of your expenses through these policies. So essentially the, all of the money that you're making is going into these policies and then all of your expenses, all of your living daily expenses, all get taken out of those policies. And Teresa, who again, has been doing this for many, many years, advises against that. Right, because it creates a lot of, a lot more paperwork and a lot more tracking that needs to be done. So she suggests, unless you have the mind, maybe you're already a CPA or accountant or maybe some type of an engineer who enjoys doing the bookwork, or maybe you have a bookkeeper. You probably don't want to do that, right? So again, this is all about bandwidth and this is all about costs, all of that stuff. No matter whether you're paying someone that's going to be a direct cost, or if you're doing it yourself, you're gonna be taking time away from whatever your el, whatever your money generating capability is. So in Teresa's mind, you should only be putting money into these. Policies that are essentially your reserve money. And that goes for whether or not you're talking about a business or you're talking about your personal finances as well. Keep all of the day-to-day, you know, money that you need on a monthly basis. Keep that, keep those expenses out of these policies. And again, consider this. Your, your money that you have set aside for bigger projects or bigger goals or whatever it might be. These are your reserves. Don't try to run everything through them. It just creates a lot more complexity or minutiae the way that Theresa was talking about it. And one of the things that I have to admit, I have to do this as well. Uh, I'm curious what my bank, how much my bank has in these policies. And as Teresa said, we can check this. And that is called Boi, b o l i, and it's short for bank owned life insurance. So look up how much your bank actually has. In those policies, and they're doing the exact same thing with your money. So again, this is one of those secret things that the wealthy know to do with their money rather than putting it in into some type of savings account. This is where a lot of wealth can be generated, and if you want to learn more from Teresa, She can be found at 100 year rei, and that is the number 100 year R E I, which is short for real estate investor 100year@rei.com. Or she also has her own website at Teresa Kuhn, which is T E R E S A K U H N.com. And don't forget, if you want to understand what the wealthy do, head over to invest in square feet and sign up for our newsletter. We reveal some, some of the outtakes from our guests on that newsletter, and that is also how you're going to find out about the real estate or investment opportunities that we may also. Have to offer. We drop every Wednesday and we are available on whatever podcast's platform it is that you use.  

Author Hour with Rae Williams
The 100-Year Savings Solution: Rick Sapio and Teresa Kuhn

Author Hour with Rae Williams

Play Episode Listen Later Apr 12, 2023 30:18


Have you ever made a bad investment decision at the spur of the moment? If so, you're not alone. My next guest developed a hundred-year savings solution to help individual investors avoid financial ... The post The 100-Year Savings Solution: Rick Sapio and Teresa Kuhn appeared first on Author Hour.

solution savings rick sapio author hour teresa kuhn
Jake and Gino Multifamily Investing Entrepreneurs
Leveraging Life Insurance as a Flipper

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Oct 5, 2022 18:43


On this episode, 100 Year Team Members Kristin Colca, Teresa Kuhn, and John Shedenhelm share a client's story who leveraged our cash-value whole life policy to invest in car wash, flipping it to make a hefty profit. When considering if a whole life policy is right for you, it doesn't always have to be a choice between starting a policy and something else. The Team dives into how you can have BOTH, by borrowing from the policy to invest in other assets or ventures. This not just creates the balance your portfolio needs but also the opportunity to borrow against the cash-value policy. Key Insights: 00:51 Case Study: How the Dual Asset Strategy can be used with more than just real estate investing 03:32 How to borrow against the cash value of a whole life insurance policy 05:41 How to leverage the policy loan proceeds for investing into a business 08:46 Why choose when you can have both using a 100 Year structured policy 11:00 Balancing risk in your portfolio 14:55 Getting started with the Dual Asset Strategy, talk to our Team 17:17 ‘Lunch and Learn' at MM5 event To know more about long-term personal financial engineering and options for building legacy wealth, connect with our Team at www.100yearrei.com/callnow/ Bonus resources: DOWNLOAD our Dual Asset Strategy ebook and learn how YOU can leverage cash value life insurance and become your own source of financing: https://100yearrei.com/ebook-download/ SCHEDULE A Call: https://100yearrei.com/callnow/ ^To talk to our Team about adding a Permanent Life Insurance Policy to your financial plan (and even the plan for your children), get in touch with our Team here^ About The 100 Year Real Estate Investor The Whole Life Insurance Policies offered by the 100 Year Real Estate Investor are specially-designed. This means they work harder toward achieving your financial objectives, no matter what they may be. Check out this blog for 7 facts about our specially-designed strategies that may not be true about typical whole life policies: https://100yearrei.com/7-facts-about-... #legacywealth #lifeinsurance #financialplanning #personalfinancialengineering #generationalwealth The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Jake and Gino are not licensed in the insurance or securities industries and is not in the business of selling, soliciting or negotiating the sale of any insurance contract, security or other investment vehicle. If you are ready for a breakthrough in your life, MULTIFAMILY MASTERY 5 is for you! Attend Jake & Gino's flagship annual conference with 1,000+ like-minded individuals, entrepreneurs and investors! Learn more: https://jakeandgino.com/mm5 About Jake & Gino Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company that controls over $4,000,000,000 in assets under management. They have created the Jake & Gino community to teach others their three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs. Subscribe to this channel: https://ytube.io/3McA Sign up for free training: https://jakeandgino.mykajabi.com/freetraining The resources you need to succeed at every level of apartment investing: https://jakeandgino.com/resources/ Apply for Mentorship: https://jakeandgino.com/apply/ #realestate #multifamilyrealestate #multifamilyinvesting #investing #apartmentinvesting Jake & Gino Facebook: https://www.facebook.com/jakeandgino/ Jake & Gino Twitter: https://twitter.com/JakeandGino

Jake and Gino Multifamily Investing Entrepreneurs
Busting the Life Insurance Lies w/ Teresa

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Sep 14, 2022 26:02


In this episode, Kristin Colca and Teresa Kuhn join us for a myth-busting session on the top misconceptions around permanent life insurance, and key considerations for making the right decision for your situation.

Not Your Average Financial Podcast™
Episode 258: Don't Do What Banks Tell You To Do… with Kristin Colca

Not Your Average Financial Podcast™

Play Episode Listen Later Aug 12, 2022 36:17


In this episode, we ask: What about a life changing moment? What do banks do with money? Who is Kristin Colca? What happened to Kristin? What does Kristin do? What happened when Kristin met Teresa Kuhn? What happened when Kristin graduated with her finance degree? Would you like to hear Episode 56? What about a...

banks teresa kuhn
Jake and Gino Multifamily Investing Entrepreneurs
Leverage A Game-Changing Strategy w/ John Shedenhelm and Teresa Kuhn

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jul 13, 2022 20:39


On this episode, Gino discusses about personal financial engineering with two 100-year REI professionals, Teresa Kuhn and John Shedenhelm. They discuss about the strategy wealthy people apply to their personal financial engineering which can be utilized by the rest of the people as well. They describe why banks prefer whole life insurance over the equity and home as collateral. Arbitrage is one of the strategy bankers use all the time, which is now used by 100-Year REI team as well. They dive deep into the subject with one of the 100-year real estate investor's case study. Key Insights: 00:00 Introduction 02:56 The strategy used by wealthy people 03:30 What is arbitrage? 04:35 Why do banks lend 100% money for whole life insurance? 07:36 Using whole life insurance policy as a collateral 09:29 Parking of tier-1 capital in life insurance 11:12 Taking advantage of insurability limit 13:15 What is a good debt? 16:23 Real estate investor case study 18:30 Why dual-asset strategy BONUS Resources: Download our eBook on how you can leverage on our Dual Asset Strategy and become your own source of financing: https://100yearrei.com/ebook-download/        NEXT Step:  If you want to learn more on why should add a cash value Whole Life Insurance Policy to your financial plan (and even the plan for your children), get in touch with our Team here: https://100yearrei.com/callnow/    About The 100 Year Real Estate Investor The Whole Life Insurance Policies offered by the 100 Year Real Estate Investor are specially-designed. This means they work harder toward achieving your financial objectives, no matter what they may be. Check out this blog for 7 facts about our specially-designed strategies that may not be true about typical whole life policies: https://100yearrei.com/7-facts-about-specially-designed-whole-life-policies/ About Jake & Gino Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company that controls over $100,000,000 in assets under management. They have created the Jake & Gino community to teach others their three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs.

Jake and Gino Multifamily Investing Entrepreneurs
Why is Jordan Peterson pulling his money out of the bank

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Mar 23, 2022 22:49


On this episode, Jake and Gino talk about the impact of current political decisions made against the protestors in Canada with the co-founder of 100-Year Real Estate Investor, Teresa Kuhn. They discuss about the wholesome protection that is offered under whole life insurance policy even during these kinds of unprecedented political upheaval. It's not just safe rate of return to look for, you need to create the cushion against various other kinds of unfortunate events like bankruptcy and law-suit, besides death. You need to have policies prior to the trouble and not after it happens. Key Insights: 00:00 Introduction 02:30 Government cut off funds to the protestors and their supporters 06:35 Is whole life policy providing protection in Canada in current political situation? 10:42 What happens to Canada which was once a liberal free space to live? 12:44 Why whole life insurance is a safe haven? 17:53 Do not have every dollar chase the risk 19:21 Quality of your life is directly in proportion with the quality of options you have 22:38 To be successful, you need to be responsible in life Attend our Live Events: https://jakeandgino.com/live-events/ About Jake & Gino Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company that controls over $100,000,000 in assets under management. They have created the Jake & Gino community to teach others their three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs. Subscribe to this channel: https://ytube.io/3McA Sign up for free training: https://jakeandgino.mykajabi.com/freetraining The resources you need to succeed at every level of apartment investing: https://jakeandgino.com/resources/ Apply for Mentorship: https://jakeandgino.com/apply/ #realestate #multifamilyrealestate #multifamilyinvesting #investing #apartmentinvesting Jake & Gino Facebook: https://www.facebook.com/jakeandgino/ Jake & Gino Twitter: https://twitter.com/JakeandGino Jake & Gino Linkedin: https://www.linkedin.com/company/jake-and-gino-llc/ Jake & Gino Instagram: https://www.instagram.com/jakeandgino/ More ways to engage with the Jake & Gino Investor Community: MM5: https://jakeandgino.com/mm5/ Rand Cares: https://jakeandgino.com/randcares/ Henson Flooring: https://www.greatertennessee.com/ The 100 Year Real Estate Investor: https://www.dualassetstrategy.com Austin Preview Event: https://jakeandgino.mykajabi.com/offers/9aGHWvat Register for our Closers Club 5 Webinar (March 8, 2022): https://bityl.co/Azfn

Jake and Gino Multifamily Investing Entrepreneurs
FAQs on Whole Life Policies - All You Need To Know About Dual Asset Strategy

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Feb 2, 2022 39:55


On this episode, Kristin Colca picks the Frequently Asked Questions (FAQs) around Dual Asset Strategy and using specially-designed policies as a strategic tool to create wealth. Teresa is financial life designer and educator. She has a passion for formulating innovative blueprints that help her clients grow and preserve their wealth. A respected financial educator, best-selling author, and strategist, Teresa Kuhn is the president and CEO of Austin, Texas-based Living Wealthy Financial Group. Through her radio show, Living Wealthy Radio, she is able to share her passion for learning the real truth about how money works with others. She has counseled thousands of ordinary Americans across the nation, helping them avoid exposing their wealth to eroding factors, Using the unique cornerstone of Bank On Yourself, Teresa enables clients to take charge of their own money. Through proven and time-tested safe money strategies, Teresa and her team provide creative solutions that enable clients to remain financially sound through every life event. Insights: 00:00 Introduction 01: 06 The force behind '100 Year Real Estate Investor'  02:30 Why 'long-term' approach matters 05:05 Top mistakes investors make 09:33 Why 'Whole Life Insurance' - how does it help? 12:44 Is it a bad investment? 14:30 How do these specially-designed policies work? 17:42 How can it be used for different purposes? 21:12 Buying a Whole Life Policy is like starting a business 26:36 How are these Policies taxed? 28:58 What are the potential pitfalls? 33:36 Successful people adopt innovative strategies early on 39:25 Wrap up   About Jake & Gino Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company that controls over $100,000,000 in assets under management. They have created the Jake & Gino community to teach others their three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs. Subscribe to this channel: https://ytube.io/3McA  Sign up for free training: https://jakeandgino.mykajabi.com/freetraining The resources you need to succeed at every level of apartment investing: https://jakeandgino.com/resources/  Apply for Mentorship: https://jakeandgino.com/apply/  #realestate #multifamilyrealestate #multifamilyinvesting #investing #apartmentinvesting Jake & Gino Facebook: https://www.facebook.com/jakeandgino/  Jake & Gino Twitter: https://twitter.com/JakeandGino Jake & Gino Linkedin: https://www.linkedin.com/company/jake-and-gino-llc/ Jake & Gino Instagram: https://www.instagram.com/jakeandgino/

Jake and Gino Multifamily Investing Entrepreneurs

On this episode, Gino interviews Teresa Kuhn. Teresa is financial life designer and educator. She has a passion for formulating innovative blueprints that help her clients grow and preserve their wealth. A respected financial educator, best-selling author, and strategist, Teresa Kuhn is the president and CEO of Austin, Texas-based Living Wealthy Financial Group. Through her radio show, Living Wealthy Radio, she is able to share her passion for learning the real truth about how money works with others. She has counseled thousands of ordinary Americans across the nation, helping them avoid exposing their wealth to eroding factors, Using the unique cornerstone of Bank On Yourself, Teresa enables clients to take charge of their own money. Through proven and time-tested safe money strategies, Teresa and her team provide creative solutions that enable clients to remain financially sound through every life event. Key Insights  00:00 Introduction 02:00 How to tap into long-term mindset 04:30 Celebrate your wins 06:30 Cathedral thinking 09:30 How to fix shorterism 13:00 Short-term approach will not let you master anything 17:27 Proximity is the strategy 19:00 Have people around you to keep you accountable 22:00 Think in terms of 10 years 22:50 Wrap-up BONUS Resources: Download our eBook on how you can leverage on our Dual Asset Strategy and become your own source of financing: https://100yearrei.com/ebook-download/         NEXT Step: If you want to learn more on why should add a cash value Whole Life Insurance Policy to your financial plan (and even the plan for your children), get in touch with our Team here: https://100yearrei.com/callnow/    About The 100 Year Real Estate Investor The Whole Life Insurance Policies offered by the 100 Year Real Estate Investor are specially-designed. This means they work harder toward achieving your financial objectives, no matter what they may be. Check out this blog for 7 facts about our specially-designed strategies that may not be true about typical whole life policies: https://100yearrei.com/7-facts-about-specially-designed-whole-life-policies/ About Jake & Gino Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company that controls over $100,000,000 in assets under management. They have created the Jake & Gino community to teach others their three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs. Subscribe to this channel: https://ytube.io/3McA  Sign up for free training: https://jakeandgino.mykajabi.com/freetraining The resources you need to succeed at every level of apartment investing: https://jakeandgino.com/resources/  Apply for Mentorship: https://jakeandgino.com/apply/  #realestate #multifamilyrealestate #multifamilyinvesting #investing #apartmentinvesting Jake & Gino Facebook: https://www.facebook.com/jakeandgino/  Jake & Gino Twitter: https://twitter.com/JakeandGino Jake & Gino Linkedin: https://www.linkedin.com/company/jake-and-gino-llc/ Jake & Gino Instagram: https://www.instagram.com/jakeandgino/

Jake and Gino Multifamily Investing Entrepreneurs
Using the Dual Asset Strategy as an Alternative to College

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Oct 6, 2021 15:51


Entrepreneurship is about creative thinking and the courage to do something different. It is about life by design and not by default. In this episode, Teresa Kuhn shares how her son has evolved as a young entrepreneur based on strong values, skills, on-the-job training, creativity, courage and passion to create value for others. Teresa's story would resonate with millions of parents who want their children to be successful and want them to make a difference.   Key Insights: 00:00 Introduction 00:50 Preparing kids for a larger picture 02:45 Can entrepreneurship be taught 04:40 Basic survival skills 08:02 Dual Asset Strategy to launch new businesses 10:50 Courage to do something different 13:19 Multifamily real estate investing is the future 14:06 Whole life policy for better financial future Head over to our website or YouTube to listen to this Podcast and don't forget to check out the educational resources that can take your personal finance skills and knowledge to the next level: https://100yearrei.com/resources/     Additional resource: How Long-Term Investor Mindset Helps in Creating Generational Wealth W/ Teresa Kuhn: https://bityl.co/8z4B  Download our eBook on how you can leverage on our Dual Asset Strategy and become your own source of financing: https://100yearrei.com/ebook-download/    If you want to learn how 100 Year Mindset can help you create consistent cash flow income streams and long-term generational wealth, get in touch with our Team now: https://100yearrei.com/callnow/

Jake and Gino Multifamily Investing Entrepreneurs
The Structure of a Whole Life Policy

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Sep 1, 2021 23:26


“You build your life with your decisions, and your decisions not only impact you but your family and others associated with you, so make sure you make decisions based on your values,” - Gino Barbaro. In this episode, founders Gino Barbaro and Teresa Kuhn elaborate on key differentiators of a 100 Year whole life policy versus traditional policies. Key Insights:      A properly-designed life insurance policy doesn't just provide death benefit coverage, but several other benefits including access to your cash value to finance investments, pay for college, vacations and other high-ticket items. ·       With a term insurance rider on a whole life insurance policy, you can reduce the cost of insurance, enabling your cash value to grow faster.       Each Member of the 100 Year REI Team is a Bank on Yourself® Professional, and are experts in the Infinite Banking Concept®. We're licensed and service clients nationwide. All Team Members collectively own 35 policies and specialize in working with Real Estate Investors.   Let us show you how a specially-designed policy by our team can work for you. If this sounds like you, start the process now! Schedule a call directly with our team to get started today: https://100yearrei.com/callnow/

Jake and Gino Multifamily Investing Entrepreneurs
How Long-Term Investor Mindset Helps in Creating Generational Wealth W/ Teresa Kuhn

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jul 21, 2021 14:47


On this episode of The 100 Year Real Estate Investor, Jake, Gino and Teresa Kuhn talk about the Tree Farm and how a long-term mindset can reap rich rewards for an investor. The key takeaways from the podcast include: Transactions pay the bills, equity builds wealth If you want to build generational wealth, you need to take decisions with long-term mindset Look at investing with at least 3-5 years and more in mind, not tomorrow A well-designed life insurance policy can not only protect you from future uncertainties but let you create assets that can produce consistent cashflows month on month while growing the equity in the long term. You need to listen to the podcast to understand how the 100 Year REI dual strategy works. Be sure to join Jake and Gino each week on the 100 Year Real Estate Investor. Learn more about the 100 Year Real Estate Investor: https://100yearrei.com/ Speak to a 100 Year Real Estate Investor Team Member to find out if you are prepared for what's coming: https://100yearrei.com/callnow/

Jake and Gino Multifamily Investing Entrepreneurs
How To Build Assets Through Whole Life Insurance Policies

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jul 14, 2021 17:18


“Every time a person buys a life insurance policy, they are starting a business from scratch,” Nelson Nash. In this episode, Jake and Gino talk with Teresa Kuhn, who is a Financial Life Designer and Educator, with a passion for formulating innovative blueprints that help her clients grow and preserve their wealth. Teresa shares her key learning from Mentorship by none other than Nelson Nash himself. Nelson (1931 - 2019) was the author of the classic book Becoming Your Own Banker that unfolded The Infinite Banking Concept (IBC). The key takeaways from this Podcast include the following: Nelson Nash was way ahead of his time, coming up with novel ways to use whole life insurance for creating wealth and generating long-term wealth. For Nelson, buying a whole life insurance policy was an opportunity to start a new business altogether. The 100-Year Real Estate Investor (REI) and the Dual Asset Strategy introduce a proven way to utilize your whole life insurance policy by turning it into your own source of financing for buying assets and building wealth. HEAR THE EPISODE (need link)   Interested in learning how you can deploy this Dual Strategy? Sign-up for this complimentary webinar by Jake and Gino: https://100yearrei.com/signup-investing-in-real-estate-using-the-dual-asset-strategy/   Want to get started now? Click here to schedule a consultation with a 100 Year Real Estate Investor Team Member: www.100YearREI.com/callnow  

Monumental | Entrepreneurs | Visionaries | BIG Thinkers | Real Estate Investors
Become Your Own Source of Financing with Teresa Kuhn

Monumental | Entrepreneurs | Visionaries | BIG Thinkers | Real Estate Investors

Play Episode Listen Later May 12, 2021 40:20


Teresa Kuhn is a respected financial educator, best-selling author, and strategist who is passionate about ensuring that her clients have the tools they need to survive a changing economy. She is the President and CEO of the Living Wealthy Financial Group and Co-Founder of The 100-Year Savings Solution. Her background, including experience as an attorney, financial advisor, and entrepreneur, makes Teresa uniquely qualified to assist individuals, families, and business owners in designing blueprints for financial and professional success. She has counseled thousands, helping them avoid exposing their wealth to eroding factors such as taxes, inflation, and Wall Street losses. In this episode, learn how you can become your own source of financing to take your real estate investing business to the next level. Teresa explains how you can use dividend-paying, cash value whole life insurance to STOP relying on banks and fund your next deal quickly and easily. Real estate investors prefer this strategy because it gives them access to cash on their terms, with payback flexibility and tax advantages. Create multiple assets with the same dollars and leverage this secret to starting building your empire! Interested in Impact Investing with Evan and Holladay Ventures for recession-resistant returns and having a positive impact with your capital? Set up a call with our investor relations team to see if it's a good fit: https://holladayventures.com/investors/ Subscribe & leave a review for Monumental on Apple Podcasts: https://apple.co/2QYhktO Keep up with Evan: Evan on Instagram: www.instagram.com/evanholladay/ Holladay Ventures on Instagram: www.instagram.com/holladayventures/ Evan on Facebook: www.facebook.com/EvanHolladay/ Evan on Twitter: twitter.com/EvanHolladay See what Evan is up to: www.evanholladay.com Keep Up with Teresa: Facebook: https://www.facebook.com/teresakuhn1 YouTube: https://www.linkedin.com/in/teresakuhn/ Website: https://livingwealthyfinancial.com/about-us/

Jake and Gino Multifamily Investing Entrepreneurs
WBP - Bank On Yourself with Teresa Kuhn

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Feb 18, 2021 38:33


The quality of your life is in direct proportion to the quality of the actions you take. In this episode, Jake and Gino talk with Teresa Kuhn, the president and CEO of Austin, Texas-based Living Wealthy Financial Group. As a financial life designer, best-selling author and educator, Teresa has a passion for formulating innovative blueprints that help her clients grow and preserve their wealth. Here are some of the key takeaways from the Podcast: The quality of your life is in direct proportion to the quality of the actions you take. Always think long-term. The consequences of your actions would impact you in the long-term, maybe for decades. Make wise choices. No one else would change your life. It starts from you. The fascinating thing about money and finances is that it is apparent whether your approach is working or not. Learn more about Living Wealthy Financial Group: https://livingwealthyfinancial.com/ Text LEVERAGE and send it to 214 949 8082 to know more about the financial strategies mentioned in the podcast. Learn more about Apartment Investing Education: www.jakeandgino.com Apply for Mentorship: https://jakeandgino.com/apply/

Tips on simplifying your life and business
Ep. 47: Repositioning Debt to Serve You

Tips on simplifying your life and business

Play Episode Listen Later Jan 12, 2021 21:20


Imagine you could pay off your mortgage or your consumer debt in 1/2 to 1/3 of the time. Would it allow you to expand your business quicker? Retire sooner? Travel more? Or simply, sleep better at night? In today's podcast, Teresa Kuhn and Kristin Colca share with you how to do just that by using the cash value inside your whole life policy, without having to alter your lifestyle or refinance your home. Start 2021 with a plan for paying off debt quicker and building wealth faster! Contact us today to learn how we can help! Visit www.100YearSavings.com for more.

Money4Life™
14: Judge Jeanine Pirro Interviewed by Teresa Kuhn

Money4Life™

Play Episode Listen Later Jun 30, 2020 44:47


Safe and Sound Podcast with Sean Sparkman
Ditch Your Banker: An Alternative to CDs and Savings Accounts -Teresa Kuhn

Safe and Sound Podcast with Sean Sparkman

Play Episode Listen Later Jun 15, 2020 23:52


Living Wealthy Radio
Teresa Kuhn: Covid-19, Your Finances and Everything with Tammy de Leeuw

Living Wealthy Radio

Play Episode Listen Later Apr 3, 2020 34:00


Tammy de Leeuw interviews Living Wealthy Financial's Teresa Kuhn and gets her thoughts on how the coronavirus and economic meltdown are impacting everyone, everywhere. If you're tired of all the negative news, hear what Teresa has to say in this inspiring interview and find out her advice for keeping what's left of your money safe and secure.

Tips on simplifying your life and business
Ep. 29 The Simple Path to Wealth Creation

Tips on simplifying your life and business

Play Episode Listen Later Mar 10, 2020 19:55


Listen in as Teresa Kuhn from Living Wealthy Financial hosts this month's episode of the BFS Financial Battleship Podcast. Teresa will discuss: -What wealth and "being wealthy" really mean. -How the financial industry changed, just like the food industry, in the 70's and 80's. -What uninterrupted compounding is, and how it can work both for you and against you. For more information, visit www.livingwealthyfinancial.com

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Living Wealthy Radio
Teresa Kuhn: The Hows and Whys Of Banking On Yourself

Living Wealthy Radio

Play Episode Listen Later Mar 6, 2020 42:00


✅ Follow The Living Wealthy Podcast: https://www.blogtalkradio.com/livingwealthyradio Hit the FOLLOW button

Living Wealthy Radio
Teresa Kuhn: Unplugged and Unfazed:

Living Wealthy Radio

Play Episode Listen Later Feb 12, 2020 41:00


In this special "Biscuits and Gravy" edition, guest host Tammy de Leeuw interviews Teresa Kuhn, JD, RFC, CSA about her serious addiction to Bank on Yourself(R).  This is a rare opportunity to hear Teresa Kuhn as she explains why, after all these years, she still believes in the concept of infinite banking and why her confidence in BOY is at an all-time high.  If you've ever thought, "There must be a better way to take control of my finances.,"  this is an episode JUST FOR YOU. ✅ Subscribe To The Living Wealthy Channel: https://www.youtube.com/user/livingwealthyonline

Tips on simplifying your life and business
Ep. 23 The Myth of the Average Rate of Return

Tips on simplifying your life and business

Play Episode Listen Later Jan 13, 2020 17:51


Ep. 23 The Myth of the Average Rate of Return Living Wealthy President & CEO, Teresa Kuhn discusses the following: -What the average rate of return is actually telling you, and why you shouldn't use it to make financial decisions -What you are actually getting with your investment vehicles. -How does the financial strategy we work with compare? Join Teresa and many more at the next Business Growth Summit, in Dallas from March 6-8, 2020! Visit www.BFSSummit.com to learn more!

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#12minconvos
Teresa Kuhn has a passion for formulating innovative blueprints that help her clients grow and preserve their wealth /Ep2575

#12minconvos

Play Episode Listen Later Nov 28, 2019 12:58


Teresa Kuhn-  Financial life designer and educator, Teresa Kuhn, JD, RFC, CSA, has a passion for formulating innovative blueprints that help her clients grow and preserve their wealth. A respected financial educator, best-selling author, and strategist, Teresa Kuhn is the president and CEO of Austin, Texas-based Living Wealthy Financial® Group. Through her radio show, Living Wealthy Radio®, she is able to share her passion for learning the real truth about how money works with others.   Websites: www.LivingWealthyFinancial.com www.LivingWealthyRadio.com Listen to another #12minconvo

Rocket Your Dollar
Ep. 17: Living Wealthy with a Safe Money Strategy

Rocket Your Dollar

Play Episode Listen Later Nov 20, 2019 35:04


Retiring soon? Just getting out of college? Regardless of who you are, you need the money that you can count on being there when you need it. Teresa Kuhn, Founder and CEO of Living Wealthy Financial Group, lives and works by the philosophy of a safe money strategy and shares how she applies it to herself and her clients' lives.

Living Wealthy Radio
Teresa Kuhn: The real truth about money on Not Your Average Financial Podcast

Living Wealthy Radio

Play Episode Listen Later Mar 19, 2019 30:00


Teresa Kuhn, JD, RFC, CSA  and host of LIving Wealthy Radio discusses how she experienced a profound mindset shift that pushed her off Wall Street and into the world of safer, saner financial planning.A respected financial educator, best-selling author, and strategist, Teresa Kuhn is the president and CEO of Austin, Texas-based Living Wealthy Financial® Group. Through her radio show, Living Wealthy Radio®, she is able to share her passion for learning the real truth about how money works with others. She has counseled thousands of ordinary Americans across the nation, helping them avoid exposing their wealth to eroding factors.  Using the unique cornerstone of Bank On Yourself®, Teresa enables clients to take charge of their own money and liberate themselves from bondage to conventional financial wisdom that no longer works in the modern economy. Teresa’s unique skill set and team help clients protect what they’ve built and leverage the greatest asset they will ever own – their business. These strategic solutions provide maximum benefit now and in the future which enable her clients to focus on what’s important – running their business and doing what they love with the people they care about. After graduating with degrees in finance and law, Teresa became a Registered Financial Consultant and Certified Senior Advisor. Teresa’s educational background and skill set is vast, but her greatest expertise lies in her ability to remain authentic, honest, and connected with her clients and associates.  (800) 382-0830

Vitarium Coaching
Ep. 14 Interviewed by TK

Vitarium Coaching

Play Episode Listen Later Nov 16, 2018 5:48


Description of interview with Teresa Kuhn. Talked about what I do as a life and business coach.

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Not Your Average Financial Podcast™
Episode 56: The Truth Behind the Federal Reserve with Teresa Kuhn

Not Your Average Financial Podcast™

Play Episode Listen Later Sep 27, 2018 31:04


In this episode we ask: Who is Teresa Kuhn? Where did her journey begin? What did Teresa find on her search for the truth? What book did Teresa find that changed her mindset? What did Teresa’s Dad say after reading four of her book suggestions? What did Teresa learn as she read about the Federal...

Living Wealthy Radio
Blast From The Past: Teresa Kuhn and Tammy de Leeuw Talk Weird Money Facts

Living Wealthy Radio

Play Episode Listen Later Mar 6, 2018 48:00


re: live from the archives... When we first started Living Wealthy Radio, it was both digital and land based on Austin 1320 AM radio.  It featured Teresa Kuhn and her sidekick, Tammy de Leeuw cogently cogitatating on today's thorniest issues. In this episode, the "Two T's" talk about some of the worst money myths around and how you can overcome them to finish richer and happier. Teresa wants YOU to take advantage of the life-changing strengths of her unique cash management system and learn how you can take back control of your own money. Call Teresa's office and request a free information packet designed to help you discover more about how you can retain control, liquidity, and use of your own wealth. 1-800-382-0832 *Do you have a 401 K?  Learn how you can TRIPLE your 401 K- Check out our short video:  https://financialsecurity.video/8387/86

Living Wealthy Radio
Ty Bollinger: Is there really a connection between vaccines and cancer?

Living Wealthy Radio

Play Episode Listen Later Nov 11, 2017 45:00


Disclaimer:  The opinions expressed by guests of Living Wealthy do not necessarily reflect the opinions of Teresa Kuhn, Living Wealthy Financial, Living Wealthy Radio, or its' sponsors and employees.  Our broadcasts are for entertainment purposes only. Listeners are encouraged to discuss any advice given with their doctor or other health practioner before making changes to their current health regime.   Once again Teresa hosts controversial activist, author, and filmmaker Ty Bollinger to discuss what Bollinger considers to be the "truth" about cancer and cancer treatments. Bollinger discusses his latest "Truth About Cancer" film series and asks the question, "Do vaccines have anything to do with rising rates of cancer?"    #anti-vaccination, #tybollinger

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Living Wealthy Radio
Why Is America No Longer Free: With Paul Craig Roberts

Living Wealthy Radio

Play Episode Listen Later Apr 12, 2017 53:00


An outspoken critic of both neo-conservatism and neo-liberalism, Paul Craig Roberts is an author, blogger, political  and economic commentator who is also formerUnited States Assistant Secretary of the Treasury under Ronald Reagan. Roberts is known for his non-mainstream political positions, including his harsh criticism of the Bush and Obama administrations' "War on Terrror, " the "War on Drugs,  excessive police violence, and increased government abuse of surveillance.  In this short interview with Teresa Kuhn, Roberts' explains his belief that there has been an irreversible loss of freedom in the United States and that he believes things will only get worse.

Living Wealthy Radio
Karen Loucks Rinedollar: The "Linus" Effect

Living Wealthy Radio

Play Episode Listen Later Feb 28, 2017 27:00


Teresa Kuhn's guest, Karen Rinedollar is an author, speaker, entrepreneur and consultant specializing in Personal Accountability and Improving Customer Satisfaction.   In 1995, she founded and managed the effort known as Project Linus that has provided over 5 million hand-made blankets to seriously ill and traumatized children around the world. For over 25 years, Karen been speaking to all over the world about how individual efforts can yield dramatic results.She uses her public platform to inspire others to fight for something larger than themselves.   Her optimistic message is simply that one person really can make a positive difference.  It’s often the little things that matter most. Karen will discuss “The Linus Effect,”  and show how you can learn how to create a simple, focused plan of action to fine-tune your life outlook in order to make the best of any situation.  Sometimes serious, sometimes funny, always inspirational, Karen personifies the spirit of commitment and perseverance that can conquer life’s challenges. Karen Rinedollars' book : Working for Peanuts: The Project Linus Story has received multiple honors and rave reviews.  She’s been featured on Oprah, NBC Nightly News with Brian Williams, People magazine, Parade magazine, Reader’s Digest, Family Circle, many other outlets. Join Teresa as she taps in to just a little of what creating your own Project Linus can do to improve your mental, spiritual, and emotional life and give you what you need to address all the challenges in your own life.  You CAN and SHOULD make a difference in this world. Contact Karen by calling  (303) 478-6652, or email her AT Karen@KarenLoucks.com  http://karenloucks.com/

Spinning Logic
EP105: Teresea Kuhn

Spinning Logic

Play Episode Listen Later Jan 6, 2017 97:54


Teresa Kuhn is a respected financial educator, best-selling author, and strategist. She is the president and CEO of Austin, Texas-based Living Wealthy Financial Group as well as the host of Living Wealthy Radio, where she shares her passion for teaching the real truth about how money works. In this podcast we discuss how money is actually created and the ponzi scheme that is our economy. We discuss the ability we all have to create and keep real wealth while staying out of the madness. Guest: Connect with Teresa Kuhn at her websites LivingWealthyRadio.com LivingWealthyFinancial.com TotalControlFinancial.com and check out her podcast Living Wealthy Radio Show Notes: • Total Control Financial • Abundance - Peter Diamandis • TED TALK - Abundance is our future • The Federal Reserve Explained In 7 Minutes • The Untold Story of Silk Road, Part 1 & The Untold Story of Silk Road, Part 2: The Fall • Spinning Logic #69 - Trace Meyer • A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing • 99 Designs • BrassBalls Motorcycles • Living Weathly Radio • Jason Havey, Mental Wellness Expert • Dr. Joe Dispenza • Float in Austin - Zero Gravity Institute • 212  

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Frederick Advice Givers | Interview Frederick's Brightest Minds | Eric Verdi
076: Taking Wall Street By Storm. Teresa Kuhn and Damion Lupo Let You Take Control of Your Financial Future.

Frederick Advice Givers | Interview Frederick's Brightest Minds | Eric Verdi

Play Episode Listen Later Oct 24, 2016 30:03


ENJOY THIS EPISODE: Teresa Kuhn and Damion Lupo saw a discontent with financial alternatives when it came to the American public, especially when it came to alternatives geared towards the current election. They saw an opportunity for people to take all their money and uncertainty aside and put the control and power of their financial future...

Living Wealthy Radio
Entrepreneur Ann Webb: Skin By Ann Webb

Living Wealthy Radio

Play Episode Listen Later Dec 4, 2014 58:00


from the archives of Austin's premier lifestyle radio program, Living Wealthy Radio with Teresa Kuhn... Her own struggles with cystic acne were the motivation for entrepreneur Ann Webb's desire to develop alternative methods for helping people have more vibrant, beautiful skin. Ann's passion led to research and educate herself about every kind of skin treatment that was available, including specialized, hands-on acne protocols developed by Dr. Brent Schillinger. Ann went on to work for the PGA Spa, The Florida Center of Cosmetic Surgery, and to serve as Cosmetic Director for the Austin Plastic Surgery Center while maintaining an esthetics studio in her home. Developing a product line came about when she recognized a need for affordable, clean products for her local esthetics clients. She had already contributed to the development of two other product lines, and was ready to put more than 10 years of research and labor into a line of her own. Ann envisioned products that would be affordable, simple to use, and contain the best pharmaceutical-grade ingredients available.   Together with her best friend, business developer Joanna Marceaux, she developed Skin By Ann Webb, a company that sells natural, effective skin products worldwide. Ann opens up about how she channeled her passion for skin care into a multi-million dollar business; her struggles and the valuable life lessons she learned on the way to success.  

Living Wealthy Radio
The Ins and Outs of Banking On Yourself- With Teresa Kuhn and Kristin Colca

Living Wealthy Radio

Play Episode Listen Later Dec 2, 2014 45:00


re: a Living Wealthy Classic episode Teresa gets out from behind the microphone and joins her colleague and fellow Bank on Yourself advisor Kristin Colca to discuss the promise of the Bank on Yourself system in helping families live wealthier lives. Using BOY as a cash management tool, Living Wealthy Financial teaches hundreds of ordinary Americans how to utilize some of the same safe methods used by the wealthy to grow their fortune safely and sanely. Kristin and Teresa blow the lid off this controversial, but highly effective wealth tool and tell you why you might (or might not) be a perfect fit for the system. See http://www.ibankonmyself.blogspot.com and www.livingwealthyfinancial.com

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Living Wealthy Radio
Van Mueller: Life insurance planning Part 2

Living Wealthy Radio

Play Episode Listen Later Nov 21, 2014 51:00


Join Teresa as she continues her interview of financial expert Van Mueller.   Many people never consider the importance of insurance in conserving and growing cash without exposing it to risk. In this program, Teresa and Van talk about how specially-designed life insurance polcies can allow individuals more liquidity, flexibility, and control than could ever have with banks or on Wall Street. Becoming your own source of financing is one way many Americans are avoiding the ups and downs of the stock market and managing their cash resources. 

Living Wealthy Radio
Living Wealthy Classic: Credit Facts and Fiction- What Consumers Should Know

Living Wealthy Radio

Play Episode Listen Later Nov 11, 2014 46:00


Way back in 2012, Living Wealthy Radio aired its' third episode on how to handle credit.  Tammy de Leeuw and Teresa Kuhn discussed some of the myths and eye-opening facts about credit and how to keep yourself out of trouble. If you've been struggling to get your credit in line; to repair dings and dents, and get better interest rates, then you'll want to hear Teresa's strategies for taking hold of credit and using it to your advantage.  Take our credit quiz and see how much YOU know about this important element of your financial life. As a Bank On Yourself (tm) authorized advisor, Teresa helps her clients avoid credit traps, increase their cash flow, and protect and grow their nest eggs. You can get free resources at http://www.livingwealthyfinancial.com  and also at www.livingwealthyradio.com.  

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Living Wealthy Radio
Teresa Kuhn and Kristin Colca Talk "Bank On Yourself

Living Wealthy Radio

Play Episode Listen Later Nov 4, 2014 43:00


Today's show has host Teresa Kuhn in the guest chair, along with her colleague and fellow advisor Kristin Colca. Kristin and Teresa explain the basics of Bank On Yourself(r), why it is the best method for cash management, and why hundreds of Living Wealthy clients will never need to lose money on Wall Street again. #Bankonyourself, the revolutionary cashflow management system founded by Pamela Yellen, provides unparallelled safety, liquidity, and control using specially-designed whole life insurance. You can learn even more about BOY by going to Teresa's site at http://www.livingwealthyfinancial,com.  

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Living Wealthy Radio
Organic Food: Reality Vs, Hype- With "Outlaw" Farmer Tom Earnshaw

Living Wealthy Radio

Play Episode Listen Later Oct 22, 2014 49:00


http://www.livingwealthyfinancial.com These days we hear a lot about genetically-altered, chemically-grown fruits and vegetables. Many people clamor for food that is fresher,sustainable and grown without pesticides. What are the consequences of years of pesticide usage and farming methods that strip the nutrients from our soil?  IS organic farming practical and are the results really that much better? Teresa's guest, Tom Earnshaw, is an organic & sustainable farmer, educator, and the founder of Cambridge Farms in northwest Florida. He is an advocate of what he calls “outlaw farming,” and offers people a place to learn healthy farming practices through his classes, farm tours, and gardening partnerships. His Farmer’s Market co-op brings organic farming veterans and newbies together to trade and barter with one another and learn from each other. www.CambridgeFarms.webs.com www.facebook.com/pages/cambridge-farms/215032367407

Living Wealthy Radio
Mary Ruwart: Healing Our World

Living Wealthy Radio

Play Episode Listen Later Oct 16, 2014 51:00


Author of the bestselling "Healing Our World In An Age of Aggression," Dr. Mary Ruwart is a research biochemist, Libertarian activist, and  advocate for enlightened self interest that includes loving our neighbors and accepting responsibility for our own actions. Dr. Ruwart believes humanity is able to transcend the win-lose scenarios that keep our world in constant strife by systematically applying win-win tactics to our social interactions. In this segment, Dr. Ruwart explains how the FDA really works, why regulation is failing us, and why lack of consumer choice is preventing life-saving drugs from reaching people who need them.  She also addresses abuse of power by governments and how countries export aggression and invite contempt and conflict. ABOUT DR. RUWART (from her website) Dr. Mary J. Ruwart is a research scientist, ethicist, and a libertarian author/activist. She received her B.S. in biochemistry in 1970 and her Ph.D. in Biophysics in 1974 (both from Michigan State University).  She subsequently joined the Department of Surgery at St. Louis University and left her Assistant Professorship there to accept a position with The Upjohn Company of Kalamazoo, Michigan in 1976.  As a senior research scientist, Dr. Ruwart was involved in developing new therapies for a variety of diseases, including liver cirrhosis and AIDS. http://www.ruwart.com/about http://www.ruwart.com/healing-our-world    

Living Wealthy Radio
#Libertarian Author Becky Akers (Halestorm)

Living Wealthy Radio

Play Episode Listen Later Oct 8, 2014 60:00


(Current episodes of Living Wealthy Radio can be found at http://www.livingwealthyradio.com) Today, Teresa presents her interview with author and freedom commentator Becky Akers.  Becky has written extensively on terrorism and the role of the #TSA in actually making us less safe.  Akers explains the danger of labeling dissent as terrorism and the chilling effect this has had on nearly every facet of American life. From Becky's website at http://beckyakers.wordpress.com/ "Becky Akers is a free-lance writer and historian whose work has appeared in the Christian Science Monitor, the Washington Post, Barron’s, the New York Post, American History Magazine, the Independent Review, Military History Magazine, the Ottawa Citizen, lewrockwell.com, forbes.com and many other publications and websites. She is the author of two novels set during the American Revolution: Halestorm and Abducting Arnold. Becky spends most of her time with notes and keyboards — either a computer’s or piano’s. When clacking away at the latter, she often fears the ghosts of Beethoven and Bach may rise to wreak their vengeance. She’s a better cook than musician and proudly reports, “Ain’t no one died from my vittles yet!”

Living Wealthy Radio
#Business Exit Planning The Right Way: Heath Frantzen and Mark Torok

Living Wealthy Radio

Play Episode Listen Later Sep 25, 2014 47:00


If you are a #businessowner over 55 and you needed to sell or simply WANTED to leave your business, what would you do? Would you let one of your heirs take over, or an employee or competitor?   If you decided to sell, how would you go about finding an ideal buyer who will give you the best price for your business and retain the integrity of the company you have worled so hard to build? 87% of all business owners in America who want to sell and retire find they cannot do so.   A glut of baby boomer business owners who want to sell, coupled with a much smaller pool of buyers and a weak, capricious economy make it difficult to leave a business in a timely manner. Many baby boomer owners have built their retirement hopes and dreams on their assumed ability to sell their successful business.  However, they face an unphill battle for which the only hope of success lies in strategic planning. In this episode, Teresa talks to business acquisition expert Heath Frantzen (deltabusinessservices.com) and his associate, attorney Mark Torok, about the challeges of selling a business in today's economy and the steps owners MUST take in order to ensure success.    

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MoneyForLunch
Dr. Joe Rubino, Adam Urbanski, Teresa Kuhn and guests

MoneyForLunch

Play Episode Listen Later Oct 30, 2013 63:00


Dr. Joe Rubino CEO of CenterForPersonalReinvention.com acknowledged as one of the world's foremost experts on the topic of elevating self-esteem. He is a life-changing personal development and success coach  Jose Segarra Broker and Owner of Exit Homevets Realty in Killeen. He is considered an expert when it comes to buying or selling homes to our veterans Teresa Kuhn respected financial educator, radio show host, best-selling author, and strategist. She is the president and CEO of Living Wealthy Financial Group  Neil Bui partner at the law firm of McInerney & Dillon.He is an experienced civil litigator specializing in construction law and contract disputes involving large scale construction projects  Adam Urbanski called the Millionaire Marketing Mentor by entrepreneurs world wide and coaches service professionals and business owners on how to quickly turn ideas into money-making businesses      

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