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Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan
Manage episode 430477548 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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:
- Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
Watch on YouTube here: https://youtu.be/nkcY_oZoYQE
100 episodes
The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan
Share
Manage episode 430477548 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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:
- Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
Watch on YouTube here: https://youtu.be/nkcY_oZoYQE
100 episodes
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Similar to Wealth Wisdom Financial Podcast
Series that demystifies health issues, separating fact from fiction and bringing clarity to conflicting health advice.
…
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The daily drama of money and work from the BBC.
…
continue reading
Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it sh ...
…
continue reading
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…
continue reading
Host Paul John Roach and his guests find the mystical core and explore the perennial philosophy amidst the infinite variety of the world’s religions and spiritual traditions. Paul emphasizes the practical application of spiritual wisdom imparted from poets, writers, philosophers, mystics, and scriptures in order to foster a deeper awareness and understanding in our everyday lives. Explore over 650 shows with thought leaders and spiritual teachers. #PaulJohnRoach.com
…
continue reading
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continue reading
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Go offline with the Player FM app!
Go offline with the Player FM app!
