Podcast: Play in new window | Download
Subscribe: Apple Podcasts | Android | RSS
In this episode, we ask:
- Are you ready for an episode from the clubhouse?
- Where does money come from?
- What is a budget?
- Why is it important to save money?
- What sort of things can money do?
- Does age matter, when it comes to budgeting?
- Are you a policy owner?
- Are you in danger?
- Are you the biggest danger your policy will ever face?
- Are you naming the dollars in your policy?
- What are the three personalities?
- What is the key idea?
- What are the four rules?
- Have you heard Episode 139?
- Is this too complex?
- Have you logged in to your online portal?
- Do you enjoy watching the money grow?
- Is the money available?
- What system helps you track?
- Would you like a copy of this tool?
- Do you give every dollar a job?
- Do you embrace your true expenses?
- Do you roll with the punches?
- Do you age your money?
- What number do you need to put into your budget?
- What’s better than a withdrawal?
- What’s the available loan value?
- Are you ready to give every dollar a job?
- Should you budget the other numbers?
- How is budgeting a conversation about priorities?
- What do you want your money to do for you?
- Do you have more money to work with?
- What’s an example of budgeting for college?
- What’s an example of budgeting for a new car?
- What’s an example of budgeting for an emergency fund?
- What are your true expenses?
- What about property taxes?
- What happens when you repay a loan?
- Do you have to pay a loan off before you take another loan out?
- What about paying property taxes?
- Can you setup a loan repayment?
- Should you spend that money?
- What are some huge, large expenses?
- What are the bonuses?
- What are the true expenses you should keep in your checking account?
- Will the expense take six months or more to save?
- Have you heard Episode 54?
- Do you roll with the punches?
- How is this different from a checking account?
- Do you age your money?
- What happens if you lose a job or have another emergency?
- Do you have a large emergency fund?
- Where do you keep the larger emergency fund?
- What happens when you borrow against your money?
- What happens to compounding when you borrow?
- What are the best practices?
- Should you treat your policy like a checking account, credit card or a piggy bank?
- Have you tried budgeting cash value before?
- Do you have loans on the policies?
- Do you pay your loans in a reasonable period of time?
- Would you like to see this in action? (YOUTUBE Link)
- Hop on our calendar for an introductory phone appointment.
- Would you like to give us your feedback? Leave us a message, answering our question of the month:
- What concerns you most about your retirement?