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In this episode, we ask:
- Are you crossing your fingers and hoping Wall Street delivers?
- Would you like to start with capturing your monthly cashflow with No. 1 The White Belt?
- Would you like to follow up with the most important people in your life, No. 2 The Yellow Belt?
- Would you like to catch up on eliminating debt with No. 3 The Orange Belt?
- Would you like to review strategies to protect your retirement and business with No. 4 the Red Belt?
- Does financial mastery unfold in a straight line?
- How about a cash-flow management system?
- How does the green belt obliterate the main-stream 0h-so-average financial advice?
- How many policies can you get?
- What is the key mindset shift?
- How does one build a portfolio of policies?
- What are the lifetime wealth leaks?
- What happens to the 529 plan?
- How are you buying cars?
- What compounds into serious money?
- What about family vacations?
- What about investments? What about entrepreneurial pursuits?
- What are 15 creative green belt solutions?
- What about tuition?
- What about vehicle and major purchases?
- What about real estate (without a credit check)?
- What about business expansion?
- What about a family vacation or memory?
- What about home renovations and repairs?
- What about medical and health costs?
- What about milestone events?
- What about tax bill buffers?
- What about opportunities?
- What about emergency funds?
- What about charity and legacy?
- What about down payments?
- What about self-insurance?
- What about retirement and fun money?
- What is the biggest expense staring at you right now?
- How are you managing the cash value?
- Does every dollar in your policy have a job to do?
- Is the cash value untouchable?
- Is the cash value perfectly liquid?
- Who borrows without a real plan?
- What about a proper buffer?
- How does the green belt balance this out?
- What are the buckets?
- How can you gain total confidence?
- How might one command their money with purpose and clarity?
- How does the disciplined approach change the game?
- What are the takeaways?
- What are the action items?
- Would you like to meet with Mark or one of Mark’s associates?
