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You Have Permission to Spend! with Tom Wall

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Manage episode 412575470 series 3265827
内容由Christine Mccarron提供。所有播客内容(包括剧集、图形和播客描述)均由 Christine Mccarron 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

What does it mean to be financially independent?

How do you know that you have enough to retire so that you can enjoy today?

Is it really okay to take that vacation?

In this episode of Get Your FILL, Financial Independence & Long LIfe, Tom Wall - who coaches financial advisors - answers these questions and more.

Learn more

About Tom Wall, Ph.D., MBA, MSFS, CLU, ChFC:

Tom Wall has spent the entirety of his 20-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nation-wide.

Tom’s Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space.

Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled “Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.”

Tom lives in the greater Boston area with his two sons age 12 & 9, and is an avid golfer and traveler.

  continue reading

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Manage episode 412575470 series 3265827
内容由Christine Mccarron提供。所有播客内容(包括剧集、图形和播客描述)均由 Christine Mccarron 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

What does it mean to be financially independent?

How do you know that you have enough to retire so that you can enjoy today?

Is it really okay to take that vacation?

In this episode of Get Your FILL, Financial Independence & Long LIfe, Tom Wall - who coaches financial advisors - answers these questions and more.

Learn more

About Tom Wall, Ph.D., MBA, MSFS, CLU, ChFC:

Tom Wall has spent the entirety of his 20-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nation-wide.

Tom’s Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space.

Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled “Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.”

Tom lives in the greater Boston area with his two sons age 12 & 9, and is an avid golfer and traveler.

  continue reading

235集单集

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