Financial Planning Trick or Treat
Oct 24, 2024•15 min•Ep. 107
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Episode description
With Halloween on the horizon, we’re rolling out a themed edition of the show today by tackling some of the trick or treat decisions of the financial planning world. We’re going to present John with four different products that have risen in popularity recently and find out whether he would characterize them as tricks or treats.
Here’s what we discuss in this episode:
0:00 – Intro
1:20 – Home equity line of credit
5:18 – Infinite banking
8:12 – Buying gold
10:17 – No closing cost mortgage
Connect with us:
Web: https://rosewoodwealthmanagement.com/
Phone: 919-391-3446
Schedule a Meeting: http://meetwithjohn.com
Check us out on YouTube: https://bit.ly/46RaLvL
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