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CaseyTheDollar

You're An Asset

Join CaseyTheDollar on the You're An Asset Podcast – the place where we find out who is an asset in the financial industry... and who is just an ass. Each week we discuss topics like Index Universal Life, Annuities, Whole Life, and other financial products in the industry as well as the people that advertise them. If you're looking for honest, factual, information with a no BS approach to finance industry – you're in the right place.

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Auteur

CaseyTheDollar

Catégorie

Business

Site du podcast

rss.com

Dernier épisode

22 janv. 2025

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Épisodes

Tax-Free Mike Tells All 13.12.2023

🎥 Watch on YouTube! 👈 Welcome to Season 2 ! 🎉 Join us for a discussion with today's guest, Mike Raths aka @TaxFreeMike, to learn more about how you can borrow against life insurance for real estate and also pay less taxes in retirement –– It's hard to know who to trust! So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑 Follow Casey on: TikTok | Instagram Follow Mike...

What's NEW in Season TWO!? 06.12.2023

🎥 Watch on YouTube ! 👈 We're back and better than ever for a BRAND NEW season of the You're an Asset podcast! 🎉 This season, we're bringing on viral content creators in the finance industry to find out if they're really doing business the way that they say they do online. 👀 It's hard to know who to trust! So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑 Follow Case...

Chat w/ Dustin Wylie of Viking Financial 06.12.2023

🎥 Watch on YouTube ! 👈 Welcome to Season 2! 🎉 Join us for a discussion with today's guest, Dustin Wylie, as we talk about the intricacies of IULs and why they may not be for everybody... It's hard to know who to trust! So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑 Follow Casey on: TikTok | Instagram Follow Dustin on: TikTok | Instagram Follow You're An Asset on:...

Asset to Ass: Industry Friend Turned Foe 23.08.2023

Watch on Youtube: https://youtu.be/AyOqPEd1F90 We confront a disheartening situation involving a former guest who was once considered by us to be an industry asset. Join us as we address the complexities of ethical responsibility and discuss the implications of this breach of trust. This candid conversation underscores the importance of vigilance and transparency in the finance and insurance indus...

Audio Evidence Uncovered: A Client's Encounter with Misguided Agents 02.08.2023

Watch on YouTube! https://youtu.be/uW_EI6Ib5bI Today, we delve into a client's shocking experience with three Transamerica agents. With recorded meeting audio as our guide, we lift the veil on the agents' misleading tactics and promises, exposing the potential repercussions of a terrible policy. Reach Out to P3F! 👉🏻 https://calendly.com/d/dh9-kb2-c25 👈🏻 Follow Casey on TikTok & Instagram a...

Smart, Dumb, and Sad: 3 Ways To Access Cash in Your IUL 26.07.2023

Watch on YouTube! https://youtu.be/DVBYcOfXNCw Today, we delve into the intricacies of accessing funds in an Indexed Universal Life (IUL) policy. Discover smart strategies, potential pitfalls, and cautionary tales of cash access. Tune in to make informed decisions and unlock the full potential of your IUL for financial security and growth. 😎 Reach Out to P3F! 👉🏻 https://calendly.com/d/dh9-kb2-c...

Ask Me Anything! Your Burning Questions Answered 19.07.2023

Watch on YouTube! https://youtu.be/xmec5uRRdIw Get ready for a dynamic Q&A session where we dive into the depths of viewer inquiries. Join us as we tackle a wide range of topics, offering expert insights and advice to address your most pressing questions. 😎 Reach Out to P3F! 👉🏻 https://calendly.com/d/dh9-kb2-c25 👈🏻 Follow Casey on TikTok & Instagram at @CaseyTheDollar Follow Power 3 F...

Seeing Beyond the Hype: Examining the Realities of Fiduciary Titles 12.07.2023

Welcome to an enlightening episode where we peel back the layers and dive into the world of financial guidance. Explore the true meaning and implications of the fiduciary title, separating fact from fiction. Get ready for a candid discussion that challenges assumptions, empowers listeners, and sheds light on the importance of informed decision-making. Reach Out to P3F! 👉🏻 https://calendly.com/d/...

The Power 3 Experience: Meet Our Team, Uncover Our Approach, Empower Your Future 05.07.2023

In this episode, we invite you to get acquainted with the agents of Power 3 Financial. Discover how our team's expertise, personalized approach, and unwavering commitment to our clients make us the ideal partner on your financial journey. Through success stories and a glimpse into our proven strategies, we'll show you why working with Power 3 Financial can transform your financial future. Join us...

IULs Gone Wrong: How To Design a Sh*tty Policy 28.06.2023

Watch On YouTube 👉🏻👉🏻👉🏻 https://youtu.be/fpf2iYBBRzY In this episode, we delve into the common pitfalls and mistakes that can ruin the design of an Index Universal Life (IUL) insurance policy. Join us as we uncover real-life examples and dissect the flawed strategies that can hinder the effectiveness and potential of an IUL. Gain invaluable insights and learn from the missteps of others to e...

IUL Q&A: You've Got Questions, We've Got Answers 21.06.2023

In this episode we address the burning questions about IULs, giving you all the answers you've been looking for. Follow Casey on TikTok & Instagram at @CaseyTheDollar Follow Power 3 Financial on TikTok, Instagram, and Facebook at @Power3Financial For all inquiries feel free to send us an email at info@power3financial.com or visit our website at https://www.power3financial.com Thanks for listen...

The Tax-Free Trifecta: Exploring Life Insurance's Hidden Benefits 14.06.2023

In this episode of 'You're An Asset,' we delve into the lesser-known advantages of life insurance that can have a profound impact on your financial well-being. Join us as we uncover the power of tax-free growth, tax-free access, and tax-free transfer to beneficiaries and discover how these hidden benefits can create a powerful wealth-building and legacy planning tool. Follow Casey on TikTok &...

The Insurance Pyramid: Exposing MLM Schemes and Misguided Agents 07.06.2023

In this eye-opening episode, we delve into the shadowy world of MLM insurance schemes and the detrimental impact of uninformed agents. Join us as we shine a light on the deceptive practices used within these pyramids, revealing the hidden dangers and financial pitfalls they present. Through engaging discussions and insightful analysis, we aim to empower listeners with the knowledge to identify and...

Decoding Life Insurance Fees: Uncovering the MPI Program and the True Cost of Coverage 24.05.2023

In this enlightening episode, we embark on a journey to decode the intricate world of life insurance fees as well as revisiting some details surround Curtis Ray's MPI Program. Join us as we unravel the mysteries surrounding the costs associated with life insurance. Get ready for a thought-provoking discussion that will empower you to make informed decisions about life insurance and better understa...

Cutting through the Noise: Exposing Misleading Agents 17.05.2023

Join us as we dive into the world of financial deception and unmask insurance agents who employ misleading tactics. Prepare yourself for an eye-opening discussion as we uncover the truth behind these deceptive practices, revealing the strategies used by these agents to manipulate and mislead. Follow Casey on TikTok & Instagram at @CaseyTheDollarFollow Mical Marshall on TikTok & Instagram a...

What the FIA?! The Retirement Hack You've Been Missing 26.04.2023

Join us in this episode of You're An Asset as we explore Fixed Index Annuities (FIAs) and their potential as a retirement planning tool. Discover how FIAs work, their benefits and drawbacks, and how they compare to other safe money products. Follow Casey on TikTok & Instagram at @CaseyTheDollar Follow Power 3 Financial on TikTok, Instagram, and Facebook at @Power3Financial For all inquiries fe...

IUL: The GAME-CHANGER For Your Financial Future? 19.04.2023

Join us in this episode of You're An Asset as we explore the ins and outs of Index Universal Life (IUL). This insurance product has been gaining popularity in recent years, but what exactly is it and how does it work? Well, I'm gonna break it down for you. We'll discuss the ways in which IUL can be used as a financial tool, including its potential to grow your wealth and provide tax-free income in...

Unveiling Curtis Ray's MPI Program: Asset...or Ass? 12.04.2023

In this episode of You're An Asset, we take on the task of untangling the intricacies of Curtis Ray's MPI program. Join us as we examine the claims, risks, and potential rewards of this financial strategy. We'll provide an in-depth analysis, separating fact from fiction, and sharing our honest take on whether this program is a true asset or just a risky bet. Follow Casey on TikTok & Instagram...

Hello and Welcome! 12.04.2023

Sit down with CaseyTheDollar as she introduces the brand new "You're An Asset" podcast – the place where we decide who (and what) is an asset in the financial industry... and who is just an ass. Each week, we'll discuss topics like Index Universal Life, Whole Life, Index Annuities, as well as other products in the financial world and the people (good, bad, and ugly) that advertise them. If you're...

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