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92. Be Your Own Bank With Mark Willis
Manage episode 348491744 series 2877202
If banks, marketers, and others have a plan for your money, you might as well have one. But what do you truly want your money to do for you? In this episode, Mark Willis, a Certified Financial Planner, joins Jim Pfeifer to share his insights on how you can benefit from your money if you can be your own bank! He explains how life insurance can shine with TGIF, which stands for Tax Advantages, Guarantees, Insurance, and Financing. Mark also explains how you can pivot from fear about life insurance because of familiarity bias. Listen to this conversation to learn more!
To see the full show notes and transcript, click here.
Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.
216 حلقات
Manage episode 348491744 series 2877202
If banks, marketers, and others have a plan for your money, you might as well have one. But what do you truly want your money to do for you? In this episode, Mark Willis, a Certified Financial Planner, joins Jim Pfeifer to share his insights on how you can benefit from your money if you can be your own bank! He explains how life insurance can shine with TGIF, which stands for Tax Advantages, Guarantees, Insurance, and Financing. Mark also explains how you can pivot from fear about life insurance because of familiarity bias. Listen to this conversation to learn more!
To see the full show notes and transcript, click here.
Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.
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