Rob Gill + EPIC Financial Strategies

The EPIC Podcast with Rob Gill

Business EN ↓ 358 episodes

Welcome to the world of financial freedom. EPIC Financial Strategies talks all things investing, mindset, and current topics. Use the link below to schedule an initial consultation. https://www.uplife.com/consultation-eig

Author

Rob Gill + EPIC Financial Strategies

Category

Business

Podcast website

www.uplife.com

Latest episode

May 1, 2025

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Episodes

Why Millionaires Use Life Insurance to Build Wealth 15.04.2022

Did you know that your Life Insurance can be combined with other investments? Guess what, you can do that and more. Let me teach you how. To learn more or to get connected with a member of our team, click the links below and we would love to speak. #lifeinsurance #infinitebanking #savings #investing Watch and Enjoy! ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ https://www.youtube.com/c/EPICFinancialStrateg...

The Importance of Mentorship with Jordan Bazant 13.04.2022

Rob continues the conversation with Mega Sports Agent, Jordan Bazant, to discuss his desire and his journey to becoming a successful sports agent. They go on to discuss the process and the mentors that Jordan met along the way that helped him to get to the point he is at today. To learn more or to get connected with a member of our team, click the links below and we would love to speak. #sportsage...

How Do I Pass on Wealth After I’ve Built It? 11.04.2022

You've been working so hard all these years and you've built your own financial empire. But now, how do you pass it onto your descendants? And more importantly, how do you pass your wealth without taxes being charged to your successors? Let me teach you how to do that now! To learn more or to get connected with a member of our team, click the links below and we would love to speak. #wealth #financ...

What Should I Do if I Run Out of Money during My Retirement? 08.04.2022

Eddie sits down to discuss what you need to know when it comes to approaching retirement. The biggest risk that is faced when ti comes to retirement is longevity risk, the risk of living a really long time. The longer we live the more money with will need or the smarter we will have to be with our assets to avoid running out of money. To learn more or to get connected with a member of our team, cl...

From Small Town Kid to Mega Sports Agent 07.04.2022

Rob sits down to discuss the upbringing of Jordan Bazant, who is an extremely successful sports agent, and how his roots have planted him in society today to making a successful entrepreneur. To learn more or to get connected with a member of our team, click the links below and we would love to speak. #finance #entrepreneur #savings #investing Watch and Enjoy! ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ h...

How Do I Choose The Best Life Insurance for Me? 04.04.2022

David Harter sits down to discuss all things life insurance and the major factors you need to consider before purchasing a life insurance policy. He talks about things like understanding the death benefit, should you have cash value on your policy, and the other various different riders that can be added to any policy. Life insurance can be confusing and the most important thing is to have a team...

What's Life Insurance? Do I Need It? 01.04.2022

Rob talks about what people don't understand about life insurance and how life insurance can be a great asset class to have in your portfolio amongst all other asset classes. Our team is fully equip to go through any of the personal questions you might have or want to learn more about. To learn more or to get connected with a member of our team, click the links below and we would love to speak. #l...

Should I Buy An Annuity For My Retirement? 29.03.2022

Eddie sits down to discuss the benefits to owning an annuity when you get to retirement. He talks about paychecks and "play-checks." Some people like the idea of having a consistent income and knowing that the rest of their money can be used for more fun things like traveling and leisure activities. The key to understanding if an annuity is right for you is getting with someone on our team to get...

Can You Borrow From Your Life Insurance? 25.03.2022

Rob sits down to discuss all things, life insurance loans. In this conversation, Rob discusses the accessibility and access to the funds that you should have inside of your life insurance policies as well as the types of polices that are perfect for loaning against. Rob answers all questions including interest rates, the types of life insurance you can loan from, and the other options you have to...

How do I retire without a 401k? 22.03.2022

Rob talks about the current landscape of landscape of retirement and the different types of retirement accounts that exist for an individual investor. Rob goes through and discusses the specifics of everything from everything from a Roth IRA, SEP IRA, Traditional IRA, Simple IRA, etc. The most important thing in all of retirement planning is to have a road map and understand where you are trying t...

How do I Build Generational Wealth? 18.03.2022

Rob sits down to talk about what it takes to build generational wealth and the key factors you will need to own before you are able to build that wealth. Rob discusses that the main thing you will need to create generational wealth, first and foremost, will be your own mindset. Understanding your mindset and your relationship with money is extremely important to understanding where to then take yo...

How Much Money Do I Need to Retire? 14.03.2022

David Harter sits down to discuss everything retirement related. He starts out by talking about social security and the social security program and if it will be around for ever. David also discusses the amounts you are going to need when you get to retirement and the biggest risks you will face in retirement including long term healthcare and running out of money due to market fluctuations. To le...

3 Places Not to Stash Cash 11.03.2022

We all want to do what's best for our money but, are you putting your money on the WRONG place? Rob talks about all the different places you should and should not consider stashing your cash. It is important that you are efficient when it comes to your savings as any inefficiency can cost you money in the long term. To learn more or to get connected with a member of our team, click the links below...

Indexed Universal vs. Whole Life Insurance 07.03.2022

Do you know the differences between Indexed Universal Vs. Whole Life Insurance? Today Rob will teach you what you need to know before choosing one of them. Rob walks you through the main pros and cons of each life insurance plan and some of the other life insurance plans that also exist in this place. Rob will talk about the things you will need to know to decide which one is the best fit for your...

What You Need to Know Before You Buy Life Insurance 04.03.2022

So you want to buy insurance,  but how do you know which one to get. Today David will teach you the TOP Questions you need to ask yourself when considering any insurance policy. He will go through all the different types of insurances that exist out there and some of the key things you will need to consider when buying that life insurance. To learn more or to get connected with a member...

What makes a #millionaire mindset? 21.02.2022

Rob and Eddie sit down to discuss what makes a millionaire mindset. Rob talks about the NC State Wolfpack Legendary Coach Jim Valvano and some of the great things he would say about his team and life in general to motivate ordinary people to do extraordinary things. Rob and Eddie also talk about finding a mentor and the things you should do to model after the person you may want to be like. To lea...

Should I get Life Insurance if I'm Single? 18.02.2022

Rob and Eddie talk about if people should be considering buying life insurance even if they don't have a family. Eddie talks about the things you should consider even if you are single but still may need some sort of protection. He talks about other factors to consider including getting insurance while you are healthy already, and using life insurance as a savings vehicle to compliment things...

5 Strategies to Transfer Your #Wealth 14.02.2022

Rob talks about the importance of building your wealth and then making sure that all your hard work is then transferred to the next generation correctly. Rob talks about the biggest challenge that could occur would include major taxation on assets if you are not careful with passing down your wealth. There are ways to structure and avoid that but you need to be with the proper planning team to loo...

How much money to do I need to enjoy #retirement ? 07.02.2022

Rob talks about the money you will need to retire. The world of retirement has become extremely scary and the numbers are even more scary. The average retiree at age 65 is retiring with $216,000 in their 401k. Rob talks about the amount of money you will need and the other expenses to be aware of that will arise when in retirement. Contact our team for a free consultation to make sure you are on t...

How Integrity Can Sky Rocket You To Success 04.02.2022

Rob sits down with EPIC Associate, Anthony Mauriello, to discuss many different topics including politics, taxes, inflation and integrity based human influence. Anthony is the owner of My Tax Fella which is owned and operated in New York and New Jersey. Anthony brings a plethora of experience to the tax world and is the personal accountant for EPIC and Rob Gill. Get in touch with our team to get r...

Who Caused All This Inflation? with America's Accountant, Dan Geltrude 31.01.2022

Rob Gill sits down with America's Accountant, Dan Geltrude from Fox News to discuss inflation and who has caused this. The two discuss that the challenge is in the lack of supply in our workforce. This is a manmade problem that will only be fixed when people decide to go back to work or better solutions are created to keep up with the strong demand that exists in our country. To learn more, get co...

The 7 Key Components to Financial Planning 28.01.2022

Rob and Eddie sit down to talk about the components that of financial planning and where to even get started. Establishing a relationship is the most important part to finding an advisor you can work well with. You want to work with someone who genuinely cares and listens to your concerns. Making sure that your left hand is talking to your right hand is the most important part to financial plannin...

How Do I Find A Mentor? 25.01.2022

Rob and Eddie sit down to discuss the process to finding a good mentor. The conversation starts with changing your mindset to be more opened and coachable. It all starts with understanding who you are and taking accountability for your actions. Rob and Eddie also talk about how bettering yourself but also surrounding yourself with people smarter than you will lead you to success when it comes to f...

Does life insurance expire? 17.01.2022

Rob and Eddie sit down to ask the all important question of, does life insurance expire? In this episode, you will learn a lot about the difference between whole life insurance and term life insurance. You will learn that term life insurance is the biggest money maker for life insurance companies and will expire at some point unless you pass away during the term. Where as permanent insurance or wh...

The Baby Boomers Ruined Our Economy 15.01.2022

Rob sits down with Eddie to discuss all the problems that The Baby Boomers have created in our society. They get into the topics of discussing how the tax deficit has continued to increase, and we could be on the brink of major financial burden and taxes. In addition to the corruption, there have been countless questionable moral decisions made by people of this generation and it will be interesti...

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