Podcast: Play in new window | Download
Subscribe: Apple Podcasts | RSS
In this episode, we ask:
- Would you like to join us LIVE on Saturday, September 7, 2019 at 1PM-2PM Central Time? Register Now!
- Is it best to Buy Term and Invest the Rest?
- Would you like to fill out our feedback survey?
- What is the greatest asset in your portfolio?
- How has your family structure changed over the years?
- Did you inherent your family business?
- Has the business of family mostly disappeared?
- Do we have a connection with our past?
- Will your family have a guaranteed legacy?
- Do you plan with your family?
- What do rich families do that others don’t do?
- How do you invest in your family?
- What are the rules for the family asset concept?
- How can you use the least amount of money to create the greatest amount of wealth?
- Can you guarantee that wealth will occur and that it will transfer to the family tax free?
- Do you think like a rich person?
- Do you think like a poor person?
- Would you like to create wealth for your family if you didn’t have to spend one more dime than you are spending right now?
- How might you realign your assets to create more control over your money?
- What is true wealth?
- What about control in business?
- Do you know it’s a great investment?
- What about control in stock?
- What about control in family business?
- What are the elements that affect legacies?
- What happens when one follows the traditional recommended plans?
- What about the 401(k)?
- What about the IRA?
- What about the I.R.S.?
- Are you leaving the I.R.S. a tip?
- What about leverage?
- What might be a perfect solution for wealth creation?
- What about the perspective of the elder parent?
- What about the perspective of the adult children?
- What is a family asset system?
- How many dreams have you had that have actually come to fruition in your life?
- Is it possible to leave more money than you could ever save?
- What is Mark’s story as a son?
- What did Mark’s mom do?
- What are the guarantees?
- Do you want to add to an inheritance for your kids without paying anything?
- Are you stressed by the market?
- Are you paying fees?
- What would you bet on?
- Would you like to discuss the family asset concept with your family?
- Would you like to join us next episode for Part 2?

Join us LIVE on Saturday, September 7, 2019 at 1PM-2PM CT
Register Now!



As a public choice economist trained in applied microeconomics and econometrics, Wendy Warcholik has spent her career applying economic tools to the problems of state government.
J. Scott Moody has worked as a Public Policy Economist for over 18 years. He is the author, co-author and editor of 170 studies and books. He has testified before the House Ways and Means Committee of the U.S. Congress as well as various state legislatures. His work has appeared in Forbes, CNN Money, State Tax Notes, Portland Press Herald, New Hampshire’s Union Leader, Hartford Courant, The Oklahoman, and Albuquerque Journal.




Ryan Fleming is a college planning specialist in the Columbus, Ohio area, practicing for over 11 

