Wealth Dynasty

Most people think of long-term care as something they’ll deal with “someday.” But what if waiting costs you your legacy? In this episode, we sit down with Rick Meahl, a veteran long-term care specialist with OneAmerica Financial, to reveal how planning for the future can help families protect their wealth, access care with dignity, and avoid unnecessary taxes. Meet Rick Meahl ·  Rick Mea...

Do you think of life insurance as just another bill to pay? Kevin Kimbrough, who brings over 30 years of experience in the insurance and financial services industry, joins us to flip that idea on its head. In this episode, he shows how life insurance can be one of the most powerful assets in your financial plan—not just an expense. Meet Kevin Kimbrough ·  Kevin Kimbrough is the Executive...

Are you a part of the HENRY's club? You know, those in fields such as medicine or law who are High Earners, Not Rich Yet. Even though you're making good money, you can't call yourself Larry Ellison or Bill Gates yet. Tune into this episode, and we'll show you how you can join the long-lasting wealth club with life insurance. What is a HENRY? ·  Those who earn between 250,000 - 500,000 mi...

Wealth Dynasty is the podcast for global citizens, high-net-worth individuals, and legacy-minded leaders who know true wealth is more than numbers on a balance sheet. Each week, we share conversations with experts and everyday builders of wealth to uncover the strategies, systems, and mindsets that turn success into legacy. From estate planning and tax strategies to investing, insurance, and famil...

How can you protect your family’s finances after you’re gone? Welcome to the Wealth Dynasty podcast! We’re your hosts, Kurt and Mark, and we’re here to tell you everything you need to know about life insurance. In this first episode, we'll introduce ourselves, share the goals of the podcast, and explain how we're going to help you protect your family's financial future. Background on Wealth Dynast...

We all get inspired by a good come-up story, and today's guest, Jerry Boggess, has an incredible one to share. Join us as he discusses how he and his wife used a clever blend of the corporate world, education, real estate, and life insurance to create generational wealth that their grandchildren can now enjoy. Climbing the Corporate Ladder Jerry Boggess's journey began at the bottom, working as a...

Ever wonder what it takes to build a fortune that lasts for generations? Today, we've got the answer from a true expert: Danny Farmer, the chairman and founder of Figtree. He's here to share his three unique strategies for long-term wealth preservation. Dedication to the Caribbean Offices Danny's commitment to the Caribbean stems from a simple observation: there’s a missing piece for family busine...