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In this episode, we ask:
- Have you ever been on a roller coaster that dropped so steeply that your stomach flipped, and just when you think it’s over…?
- What if there was a way to enjoy the upward momentum of the market without all of the terrifying drops?
- Are market events and crashes black swan events?
- If someone was stealing 20% of your cash out of your bank every couple of years, what would you do?
- Who would move the money to another bank?
- When are you ever not going to need money?
- Is your strategy vital, over the long term?
- Do you have a sense of the major events in recent market history?
- Who is losing money?
- How often is the market really dropping? What are the implications of this?
- What about the sequence of returns risk?
- How might one tame volatility?
- What about loss aversion?
- Is your retirement vaporizing because of someone’s whims on Wall St.?
- What about panic during market downturns?
- How does one live on reduced retirement income?
- If you lose 50%, do you need 50% or 100% to rebound just to get back to even?
- What are the major market crashes of recent history?
- Could anybody hold on throughout all of that madness?
- What about beginners? What about the advanced?
- What is the key insight to all of this?
- What about preserving your principal?
- What about compound growth?
- What about having a financial fortress?
- What are some one things to try?
- What do these insights mean for you and for your long-term financial life?
- Are you confident in having a guarantee in your portfolio?
- What is the shield against the storm?
- What is the ease of a fixed indexed annuity?
- Am I doing what I need to do with my money?
- Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business?
- What are some next steps and takeaways?
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David C. Barnett is a small business transaction expert based in Canada who works with entrepreneurs across the globe. Through online consulting, training programs, and valuation services, David helps business owners buy, sell, finance, and improve their companies. With over two decades of experience, he’s facilitated dozens of business deals and advised hundreds of clients worldwide.
Adam Zuckerman (JD/MBA) is the founder of Buried in Work, a leading resource that helps individuals, families, and businesses simplify estate planning and end-of-life tasks.
Grant Thompson works with families and their businesses nationwide. The 
Matthew Shanlian is the Vice President of Lending for Crosscountry Mortgage, LLC. the Largest independent mortgage bank in the United States. For the past 15 years, he has focused on educating and supporting the financial services industry and their clients. Matthew travels the country to train financial professionals on Strategic Equity Planning for their clients. He believes that the having a plan for your home is paramount to a building wealth.
Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST. 
Terri Lea Gardner