Should I Pay Off My House?
Do you want to payoff the mortgage on your house or have the money to pay it off? This is an emotional decision as well as a financial one. Listen with an open mind.
Nov 08, 2016•18 min
Wealth Talks
With a special emphasis on finances we talk about things that create wealth in your life. It's like a dinner table conversation once a week.
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Episodes
Follow The Money
Bribery and conflicts of interest are rife in Politics, Media, and Money Management. The recent fiduciary ruling by the Department of Labor seems to be an effort to correct some of the shenanigans, but it slaps good people as well as the bad guys. Listen and discover why the fiduciary rule will end up hurting people with small to average size portfolios. Is this ruling the result of another conflict of interest?
Nov 01, 2016•17 min
Deferring Taxes
Rich people look for strategies and “loopholes” to avoid and defer taxes all the time. But some strategies only make sense for people with extra money sitting around. Discover how life insurance translates some “big boy” strategies to a practical level for anyone who has the ability to manage money.
Oct 25, 2016•18 min
The Wealth Summit
Fresh from the 2016 Wealth Summit, this week we share some thoughts as we all get back to the daily routine. Discover what you missed and be sure mark your calendar for the 2017 Wealth Summit.
Oct 18, 2016•18 min
Insurance for Insurance
Gracine joins the show today to share some underwriting rules and an easy way to calculate “Human Life Value”. Discover how to use term life insurance as insurance for permanent life insurance AND income replacement for your family at the same time.
Oct 11, 2016•21 min
Episode 73 Saving and Investing
Saving and Investing should never be equated, although they can cooperate together. Discover the proper places for saving and investing with The Perpetual Wealth Code™.
Oct 04, 2016•21 min
Community, Ownership and Stewardship
Is it better to Share property, Own property, Or to be a Steward of property? Explore the history of different property control methods, and discover the best model for growing and protecting your wealth.
Sep 27, 2016•19 min
Saving as a Way of Life
Tom and John McFie analyze 8 Savings tips from a recent article and share considerations how to make your Savings plan into a Way of Life rather than a strict budget item.
Sep 20, 2016•27 min
Time, Money, and Values
In this Episode Tom and Michele McFie are in the studio together talking about Time, Money and Numbers. Listen in for some life changing ideas, thoughts and encouragement.
Sep 13, 2016•28 min
Not a Good Time to Retire
A quick update on market conditions and why it is NOT a good time to retire. Market conditions and better longevity mean a reconsideration of withdrawal rates, and a higher probability of the need for Long Term Care. Together let’s review the important points and explore another perspective.
Sep 06, 2016•18 min
Behind The Scenes
A peek behind the scenes - discover the McFie family’s teamwork at Life Benefits. People often ask us “what do you do in the business?” Of course we wear many hats but here’s a quick look into what we were doing last week.
Aug 30, 2016•18 min
Pros and Cons of Various Financial Tools
For busy people: An “Executive summary” on the pros and cons of Tax Qualified Plans, Mutual Funds, Margin Accounts, Bonds, CDs, Real Estate, and Life Insurance in about 30 minutes.
Aug 23, 2016•38 min
Life Lessons Applied to Wealth
Is the Money Problem a MACRO problem (i.e. government/society level) or a MICRO problem (i.e. individual/family level)? Michele joins Dr. Tom and John McFie to share about Life Lessons and how they apply to money and wealth. We touch on many things…from the caller who said “I should have learned this when I was in 8th grade” to thinking in percent and why the control of money is so empowering.
Aug 16, 2016•34 min
Now or Never
In this episode Ben and Gracine join the podcast to share some interactions with people at a recent event they were sponsoring, and John shares some must listen podcast episodes from the archives… You don’t want to miss these
Aug 09, 2016•20 min
It Pays to Be Patient
Patience is a virtue especially when it comes to making more money and keeping more of what you make. Speculation and “get rich quick” strategies feed on the multitudes who lack patience. Build a guaranteed foundation first…the slow and steady is
Aug 02, 2016•17 min
When to Get Started
Michele joins Dr. Tom and John McFie for this episode to talk about the best time to start using The Perpetual Wealth Code™. Waiting until later is never a recipe for success... it is much better to start from where you are right now and build.
Jul 26, 2016•25 min
Special Guest Tom Ziglar
Today’s Podcast is a live teleconference recording of Tom Ziglar talking about Dream Alignment and transitioning from Success to Significance. Usually we charge for recordings like this, but the message was so good we couldn’t resist sharing it on this Podcast! ENJOY!
Jul 19, 2016•58 min
Context is Key
Our material is being misconstrued! At least we ought to feel grateful that it is popular right? We do feel honored on that score, but now listen in to find out what’s happening. Please take everything we publish in context and be wary of high pressu
Jul 12, 2016•17 min
Municipal Bonds versus Participating Whole Life Insurance
How do Muni Bonds @ 4% compare to Cash Values on a Participating Whole Life Insurance policy? Listen in to discover our findings on a recent case plus what the Wall Street Journal has to say about “How Muni Bonds ‘Yield’ 4% in a 2% World”.
Jul 05, 2016•16 min
Wealthy Thinking
Zig Ziglar said, “Positive thinking won’t let you do anything, but it will help you do everything better than negative thinking will.” Despite this fact, many people still think in negative terms even when they have a fair degree of financial “success”. So Do this…Replace your negative thinking habits with positive thinking habits your life and wealth will improve.
Jun 28, 2016•23 min
What If?
What if I can’t make my premium? What if I lose my job or the economy crashes? Michele joins Dr. Tom and John McFie exploring some questions on the “front line” at Life Benefits.
Jun 21, 2016•27 min
Dividends and Whole Life Insurance
What Divdends mean and why we use the Paid Up Additions option by default. Dr. Tom and John McFie also discuss how long to pay the premium on a Whole Life policy.
Jun 14, 2016•21 min
2 Common Questions
Discover the pros/cons of 10-pay life insurance policies, and when it makes sense to add additional policies to Your Financial GAME. Get clarity for your specific situation by scheduling a complimentary no pressure Strategy Session.
Jun 07, 2016•24 min
Term Life Insurance
Is there a place for Term Insurance? Yes. Dr. Tom and John run through the different varieties of Term Insurance and how to use them effectively to protect your family and provide the best options for your financial future.
May 31, 2016•30 min
Bonus Session
Enjoy this bonus episode, and have a good Memorial Day weekend.
May 26, 2016•1 hr 1 min
Episode 53 Money and Vacations
Discover how to minimize lost opportunity on vacation money by using life insurance and The Perpetual Wealth Code™. Dr. Tom and John McFie share how the process works and reveal the limitations.
May 24, 2016•16 min
And They All Look Just the Same
One size does NOT fit all. Too many financial experts try to pigeon-hole clients to fit the product they sell. Dr. Tom and John share the difference between prepackaged hybrid products and the building materials that will allow you to create a firm foun
May 17, 2016•19 min
Episode 51 The Money Show
In this Episode, Dr. Tom and John McFie share some key thoughts from visiting the Money Show today. They share about some of the sessions they attended in the morning and why they’re glad they didn’t travel across country to attend.
May 10, 2016•18 min
Money Numbers and Wealth
In this episode learn why it is good to use numbers in planning, but not to run your whole life. Discover the balance between Money, Numbers and Wealth plus a look at how the McFie Family integrates different family talents in one business.
May 03, 2016•22 min
Episode 49 Teaching Your Children about Wealth
Gracine McFie, shares good books for teaching your children about wealth, and a glimpse behind the scenes into her daily work at Life Benefits.
Apr 26, 2016•20 min
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