Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
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Контент предоставлен John Montoya, John D. Perrings, John Montoya, and John D. Perrings. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией John Montoya, John D. Perrings, John Montoya, and John D. Perrings или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Похожие на Strategic Whole Life by Infinite Banking Authorized Practitioners
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99: Maximizing Tax Benefits: A Primer to Whole Life, ROTH, and Bonds
Manage episode 408457205 series 2926696
Контент предоставлен John Montoya, John D. Perrings, John Montoya, and John D. Perrings. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией John Montoya, John D. Perrings, John Montoya, and John D. Perrings или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.
When people think of tax-advantaged financial assets, they often think of ROTH accounts and municipal bonds. It's often acknowledged that life insurance has preferential tax treatment, but just as often dismissed because of what they think they know about permanent life insurance.
In today's episode, John Montoya will convey to you why you should not gloss over the tax advantages of whole life insurance!
EPISODE HIGHLIGHTS:
00:18 Exploring the Triple Tax Exempt Status of Whole Life Policies
02:07 Deep Dive into Roth IRAs: Pros, Cons, and Tax Benefits
04:32 Municipal Bonds: Investing Locally with Tax Exemptions
06:42 The Power of Whole Life Insurance: A Comprehensive Guide
11:24 Navigating the Negatives: Whole Life Insurance Limitations
15:28 Strategic Financial Planning with Whole Life Insurance
----
LINKS:
Get in touch: SCHEDULE A CONSULTATION
Online Course: IBC MASTERY
----
About Your Hosts:
Hosts John Perrings and John Montoya are dedicated to spreading the word about Infinite Banking so you can discover for yourself how you and your loved ones can benefit with a virtual streamlined process that will take you from IBC novice to sharing the strategy with friends and family... even the skeptics!
John Montoya is the founder of JLM Wealth Strategies, began his career in financial services in 1998, and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.
John Perrings started StackedLife Financial Strategies after a 20-year career in the startup world of Silicon Valley, where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.
----
Connect with us
Get in touch to see how you might apply these principles to your situation. Schedule a free, no-obligation 30-minute consultation with us today!
----
ONLINE COURSE:
Stop wasting hours on YouTube trying to piece together the information you want regarding The Infinite Banking Concept®.
Check out our soup-to-nuts online course. Get everything you need to know about IBC and whole life insurance:
102 эпизодов
99: Maximizing Tax Benefits: A Primer to Whole Life, ROTH, and Bonds
Strategic Whole Life by Infinite Banking Authorized Practitioners
Поделиться
Manage episode 408457205 series 2926696
Контент предоставлен John Montoya, John D. Perrings, John Montoya, and John D. Perrings. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией John Montoya, John D. Perrings, John Montoya, and John D. Perrings или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.
When people think of tax-advantaged financial assets, they often think of ROTH accounts and municipal bonds. It's often acknowledged that life insurance has preferential tax treatment, but just as often dismissed because of what they think they know about permanent life insurance.
In today's episode, John Montoya will convey to you why you should not gloss over the tax advantages of whole life insurance!
EPISODE HIGHLIGHTS:
00:18 Exploring the Triple Tax Exempt Status of Whole Life Policies
02:07 Deep Dive into Roth IRAs: Pros, Cons, and Tax Benefits
04:32 Municipal Bonds: Investing Locally with Tax Exemptions
06:42 The Power of Whole Life Insurance: A Comprehensive Guide
11:24 Navigating the Negatives: Whole Life Insurance Limitations
15:28 Strategic Financial Planning with Whole Life Insurance
----
LINKS:
Get in touch: SCHEDULE A CONSULTATION
Online Course: IBC MASTERY
----
About Your Hosts:
Hosts John Perrings and John Montoya are dedicated to spreading the word about Infinite Banking so you can discover for yourself how you and your loved ones can benefit with a virtual streamlined process that will take you from IBC novice to sharing the strategy with friends and family... even the skeptics!
John Montoya is the founder of JLM Wealth Strategies, began his career in financial services in 1998, and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.
John Perrings started StackedLife Financial Strategies after a 20-year career in the startup world of Silicon Valley, where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.
----
Connect with us
Get in touch to see how you might apply these principles to your situation. Schedule a free, no-obligation 30-minute consultation with us today!
----
ONLINE COURSE:
Stop wasting hours on YouTube trying to piece together the information you want regarding The Infinite Banking Concept®.
Check out our soup-to-nuts online course. Get everything you need to know about IBC and whole life insurance:
102 эпизодов
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Похожие на Strategic Whole Life by Infinite Banking Authorized Practitioners
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Montgomery & Co. is a weekly podcast where WNBA champion and part-owner of the Atlanta Dream Renee Montgomery is joined by her mother Bertela Montgomery, her sister Nicole Young and her wife Sirena Grace as they chart a unique path through the business world as four black and brown women keeping their family first at all times. Both insightful and compelling, this one-of-a-kind talk show combines interviews with some of the world’s top innovators & entrepreneurs with sports and culture conve ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Player FM - приложение для подкастов
Работайте офлайн с приложением Player FM !
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