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Kandungan disediakan oleh Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan

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Manage episode 430477548 series 2421926
Kandungan disediakan oleh Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Do you ever wonder:

  • How does the Infinite Banking concept fit into a comprehensive financial plan?
  • Is it similar to or different from a traditional or a conventional financial method?
  • How does it work with more conventional methods?
  • Who does it work best for?
  • How much should someone put into their policy?

Join Amanda Neely, CFP® as she answers these 5 questions generated by AI on how and how NOT to incorporate high-cash-value, dividend-paying whole life insurance into a financial plan.

Yes, there's even a mention of Gandalf!

00:00 Welcome to Wealth Wisdom Financial Podcast

03:15 The Importance of Assumptions in Financial Planning

06:08 Traditional vs. Conventional Financial Planning

08:51 Integrating Infinite Banking with Other Strategies

10:55 Who Benefits Most from Infinite Banking?

14:55 Opportunity Costs and Financial Decision Making

19:15 Personal Experiences with Infinite Banking

Links mentioned in the episode:

Watch on YouTube here: https://youtu.be/nkcY_oZoYQE

  continue reading

100 episod

Artwork
iconKongsi
 
Manage episode 430477548 series 2421926
Kandungan disediakan oleh Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Do you ever wonder:

  • How does the Infinite Banking concept fit into a comprehensive financial plan?
  • Is it similar to or different from a traditional or a conventional financial method?
  • How does it work with more conventional methods?
  • Who does it work best for?
  • How much should someone put into their policy?

Join Amanda Neely, CFP® as she answers these 5 questions generated by AI on how and how NOT to incorporate high-cash-value, dividend-paying whole life insurance into a financial plan.

Yes, there's even a mention of Gandalf!

00:00 Welcome to Wealth Wisdom Financial Podcast

03:15 The Importance of Assumptions in Financial Planning

06:08 Traditional vs. Conventional Financial Planning

08:51 Integrating Infinite Banking with Other Strategies

10:55 Who Benefits Most from Infinite Banking?

14:55 Opportunity Costs and Financial Decision Making

19:15 Personal Experiences with Infinite Banking

Links mentioned in the episode:

Watch on YouTube here: https://youtu.be/nkcY_oZoYQE

  continue reading

100 episod

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