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In this episode, we ask:
- Have you ever had life throw you a curve ball?
- Who is Marc Beshears?
- How did Marc learn about Bank on Yourself®?
- What happens when things are too easy?
- What happened with the hurricanes?
- What assets are creditor proof?
- What is a private asset?
- What happened when Marc learned about dividend paying whole life insurance?
- Why is debt so stressful?
- Whose barber bought five condos in 2007?
- How has Bank on Yourself® changed Marc’s life?
- Whose capital is in jail?
- What about liquidity?
- What about dividends?
- What about a tax free environment?
- What about having capital to deploy at a moment’s notice?
- What about the trendy things?
- What about the oil spill?
- What does it feel like to go against the herd?
- What about peace?
- What about ease?
- What about laughing bankers?
- What was the most recent volatility?
- Are you ready?
- What about borrowing against the cash value in a whole life insurance policy?
- What about patience and courage?
- What about employers?
- What about key employees?
- What about finding and following your own agenda?
- Would you like to hear more about the financial pyramid from Episode 4?
- What about building your capital source first?
- What about self-financing?
- Who should hold your money?
- Is crypto trendy?
- What wisdom does Marc have?
- What about the people who were born after 1989-1990?
- Does everything go up forever?
- What is most gratifying to Marc about being a Bank on Yourself® Professional?
- What about Marc’s clients being at “an all time high“?
- Who is losing money?
- What about predictable growth?
- How can you connect with Marc Beshears?
Marc Beshears is the President of Top Wealth Agenda. He has helped his clients grow their wealth to achieve financial security and reach their personal and financial goals and dreams without the risk, worry, or volatility of stocks, real estate, and other investments.
Marc has put his clients on track to building more than $50 million of additional wealth they would most likely not have had otherwise, through safe, proven financial strategies. That’s why Marc’s clients think of him as their “secret weapon,” helping them build and safeguard their wealth. Connect with Marc at bookwithmarc.com!
Amanda Neely is a financial professional who uses her years of experience in business growth to develop personalized financial strategies for individuals, couples, and entrepreneurs. She works with people to find their unique path to financial freedom.
Tim Foor has been in the mortgage business since 2012 after several years in the education and coaching fields. Tim takes a holistic approach to mortgage lending with a focus on strategic equity management. Tim also works with the sales team to ensure efficiency in the loan process. He is a 2007 graduate of Walsh University with deep ties to his hometown of Defiance, OH. He currently resides in Akron, Ohio with his wife, Monica, and daughters, Alison and Cameron.
Angie Grimm is the Lead College Funding Professional at College Solutions LLC in Amarillo TX. She is a financial professional specializing in solving the late-stage college planning problem for families.
Jay Helms, Founder of the W2 Capitalist, escaped the rat race after 6 years of side hustling in real estate investing. Jay has a goal to help one million people create multiple streams of income, achieve financial freedom, or build legacy wealth through real estate investing. Jay met his wife Cassie when they were contestants on a reality TV show and when their family of 5 are not traveling the country in their RV, Jay and Cassie reside in Gulf Breeze, FL, with their three kids, Rowland, Stella, and Ellen Anne. Knowing that closing on the first deal is the biggest hurdle and roadblock for new investors, he wrote a book, 
Thomas is a father of two girls and married to his wife Amanda. They live in Chicago and are proud Cubs fans! Thomas is a great friend of over 10 years. We have gone on long runs together and have worked on big projects in various arenas of service, church, and more. I’ve got to see Thomas working at his best, being a great listener and a servant leader. He works as an IT analyst in a law firm In downtown Chicago.
Mark Briggs is a management consultant who helps Fortune 500 companies modernize their operations, culture, and leadership by facilitating cutting-edge transformations. He is a professor of leadership and change management at the University of North Carolina, Chapel Hill, and is the author of four books. As a speaker, trainer, and consultant in digital transformation and innovation. Mark has worked with groups across the United States, Europe, China, and the Middle East.