The Wealth and Income Podcast

Join us as we explore the income ranges in the US and the world beyond. You may find you are in a different stratosphere of wealth potential than you might have thought. We often find that understanding where you rank and making sure you follow strategies appropriate for your income and wealth potential is the single greatest difference in where you end up. Short translation: your mindset and cont...

Join us as we walk through the history of long-term care, some of the big challenges coming, and where it can fit in today’s economic landscape.

Join us in this case study, where we explore various options for making an extra $60k go further toward financial freedom and achieving the lifestyle you want.

Trade-offs seem like a natural part of every decision. When it comes to financial decisions, the impact of those trade-offs can seem intense. Work longer, save more, take more risks, diminish lifestyle, etc., etc., all to get a magical net worth number. The solution to the trade-off problem is not harder work. It is interconnected systems working together to do more with less. Join us as we look a...

Join us as we explore a real-life case study and discover how to use an unexpected $100k to maximize income.

Join us for our first long-form episode where we discuss everything you need to know about the Infinite Banking Concept (IBC). We will explore where the IBC fits and where it doesn't fit in the broader context of a retirement plan.

Are you using an old scorecard to build wealth? Or are you using one that fits what you are actually working to build? Today, we’re excited to introduce Eric’s new book, The Wealthy Entrepreneur Scorecard, Seven Steps to Keeping More While Working Less.

We often get the question: how could anyone fall for a Ponzi scheme?!?!? It is actually really easy to do, and a lot of it has to do with a breakdown in Mindset and Strategy. Join us as we walk through some of the things to watch out for and how to protect yourself from the "Sure thing."

Join us as we dive into a conversation we have almost daily with our clients.  We hope to share some perspective on the dreaded mid-life or quarter-life crisis and how to think through it.

Join us as we walk through three types of financial burnout.  We talk through how to spot each type and what to do in order to win and not get stuck.

Challenges in life either make us better or bitter; it is all a matter of choice and perspective.  In this holiday season, we encourage you to be thankful for the times that try you and cause you to grow.

The misleading update on the “4% rule.”

Join us as we walk through some of the key questions to ask when looking at your priorities around money and how to know what is truly important.    

Join us as we tackle the industry's response to helping Gen Z prepare for retirement.   Referenced link:   Gen Z is 'Soft Saving' for Retirement

The important questions to ask and steps to avoid when the "Magnificent 7" are running the show.

None of us have a crystal ball and can't predict market returns 5 years out, much less 5 months out.  That unpredictability can cause major issues when it comes to having more income than birthdays.   Join us as we walk through a concept called sequence of return risk and how it can affect your ability to take income throughout retirement.

Jim Rohn once said, “You are the average of the five people you spend the most time with.” The same could be said for the information we consume and the advice we take.  When it comes to building wealth, you have to be selective with the information you consume.  Is the information relevant to where you are and hope to be?  Is it in alignment with your family’s true scorecard for success?  Is the...

Join us as we walk through the six big challenges most families face when trying to retire early. Many of these are easy fixes and go back to simply having the right mindset and strategy.

Join us as we walk through the importance of a properly built system to help maximize the income from your investments and the power that comes from balance: Your distribution engine—the most important and most overlooked part of a financial plan.

It can sometimes feel like the secrets of wealth creation are the exclusive purview of the elites or the “already wealthy” crowd. The truth is, there are very few “secret” tools out there. Wealth creation is about critical thinking, discipline, good strategies, and the right mindset. One of the most significant challenges to creating wealth is what Gay Hendrix refers to as the "upper limit problem...

Join us today as we walk through a real-life case study of what happens when good savings habits are paired with a highly balanced system of accumulation and distribution. The result of the mindset and strategy shift is not just higher income for its own sake but the ability to do more, bless others, and leave a larger legacy to the people and causes you love.

Come join us for the final installment of our three-part series on achieving a $100k retirement income. In this episode, we'll delve into some eye-opening insights and truths gleaned from the two different scenarios. You might be surprised by what we reveal! One thing that's clear is that starting early is advantageous compared to starting late. But don't worry if you feel like you're behind - the...

Join us for episode two in a three-episode series on what it takes to retire with $100k in income.  This week we explore a client in their 50s using industry averages for asset size and saving rate.  We explore the mindset, strategy, and tools needed to get that 50-year-old up to $100k in income by the time they are 65.  If you are not in your 50’s, tune in anyway.  There are some great universal...

Join us for a three-episode series on what it takes to retire with $100k in income.  This week we explore a client in their 30s using industry averages for asset size and saving rate.  We explore the mindset, strategy, and tools needed to get that 30-year-old up to $100k in income by the time they are 65.  If you are not in your 30’s, tune in anyway.  There are some great universal lessons that ca...

Join us as we talk with the 1992 Olympic gold medalist in Kayaking, Joe Jacobi.  Finding purpose, not letting life's currents overwhelm you, and seeing obstacles as opportunities to go faster. Links to Joe's websites and book: Joe Jacobi - on LinkedIn Slalom - Found on Amazon Sunday Morning Joe - Sunday Morning Inspiration That Your True Self Craves