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In this episode, we ask:
- Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence?
- What is this 10-year window?
- Who is Grant Thompson?
- Would you like to hear Episode 357?
- How does the Bank on Yourself® type whole life insurance policy actually work in retirement?
- What are the passive income years?
- What about the one trick ponies?
- What about social security?
- What could cause that to reduce in the future?
- Where should one draw money from for income and/or a buffer?
- What do you need to have in retirement?
- What about multiple streams?
- What is the foundation of the house?
- What is the Swiss army knife?
- What about peace?
- What does it take to have a true plan?
- What are some examples of how clients use the policies?
- What about taking money with tax efficiency?
- What about the five years before retirement?
- What about the five years after retirement?
- Am I going to run out of my income?
- What about leaving a legacy for the family?
- What about inflation?
- What needs to be on the guaranteed level?
- What happens for those who have everything in the market?
- How can one reduce pressure in retirement?
- What about purpose?
- What is a buffer asset?
- Would you like to hear Episode 194?
- What about borrowing against the policy?
- What about long term care?
- Do you have to die to win?
- What about the 1035 exchange?
- What about moving money from a life insurance policy to an annuity?
- What about costs increasing?
- What do you want your money to do for you?
- What if you don’t need more income?
- What about setting up something for the kids?
- What about pensions?
- Can you give yourself social security benefits?
- What about your estate?
- Is there someone you love so much at the IRS that you want to send them a bunch of money?
- Is there someone you love so much at the assisted living facility that you want to send them all of your money?
- What will check off many of the boxes?
- What assets will you have left upon death?
- What are the takeaways and action items?
Grant Thompson works with families and their businesses nationwide. The Thompson & Thurman Agency works with families who share in their vision and want to become financially set for life without taking unnecessary risks. With so much misinformation in our financial world today, families really need guidance and direction to find the true path to financial freedom. Grant, Chris and their team of trusted advisers nationwide have are leading the way to meet that challenge. Grant is married to his wife Kathy and they have 2 sons Blair and Blane along with his wife Brittany. Grant enjoys spending his spare time with his family at reining and cow horse competitions plus trying to squeeze in a shooting competition every now and then with his sons. Reach out to Grant at grant@thompsonthurman.com or call Grant at (806) 352-3480.
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
Amanda Neely is a CFP® (CERTIFIED FINANCIAL PLANNER®) professional and CEO of Wealth Wisdom Financial. She makes financial planning more accessible through podcasting and through developing personalized financial strategies for individuals and couples, as well as profitability strategies for small businesses. She works virtually to help everyday Americans all over the United States to create smart, stable financial futures.
Dana Samuelson is the Founder and President of American Gold Exchange (AGE), a leading national precious metals and rare coin company specializing in dealer-to-dealer trading and direct-to-consumer sales.
Brandon Neely is an entrepreneur, Profit First and Bank On Yourself® Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.