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内容由Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely提供。所有播客内容(包括剧集、图形和播客描述)均由 Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely 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
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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
内容由Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely提供。所有播客内容(包括剧集、图形和播客描述)均由 Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely 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

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集单集

Artwork
icon分享
 
Manage episode 430477548 series 2421926
内容由Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely提供。所有播客内容(包括剧集、图形和播客描述)均由 Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely 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

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

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