Wisdom to Wealth

Sarry Ibrahim founded Financial Asset Protection after learning about the Infinite Banking Concept (also known as the Bank On Yourself Concept). He saw this as an opportunity to save retirement accounts, real estate properties, and businesses from market failures and other risks. Sarry believes the number 1 rule to your money is to make sure it lives somewhere safe and accessible. As Sarry states...

Welcome my guest Beth Probst founder of Getting to the Core who helps families understand and get through the complexities of collegiate education. 

We’re paying more at the pump, for food, for housing, and just about everything else. But for long-term investors – mostly everyone – short-term inflation isn’t the biggest risk to financial plans. Find out how it can help you with long-term financial planning on this next episode of Wisdom to Wealth. #retirement #millionairemindset #inflation #personalfinance 

During this particular time where markets are quite unstable, due to buying and selling of stocks and bonds, now is a good time to understand when to buy, what to buy, and how the recession might be your friend.

Estate planning is all about protecting your loved ones, which means in part giving them protection from taxes and probate. Even just a bit of estate planning can enable couples to reduce much or even all of their federal and state estate taxes and state inheritance taxes. The podcast illustrates the importance and why. http://drew-stevens.net/retirement-planning #estateplanning 

68% of Americans do not have a will. Many people put off writing a Will because they believe it will be costly or difficult, that it is unnecessary because their possessions will automatically pass to their spouse or children, or simply to avoid thinking about their own death. A will is needed and I will show you why. http://drew-stevens.net/retirement-planning

  The difference between your retirement income and actual expenses is known as a retirement income gap and many with pensions or retirement have a drop of 30 – 40%. It's crucial to understand stated and unstated expenses. I will show you the reason to help this important topic. http://drew-stevens.net/retirement-planning

Between having more disposable income, seeing your 401(k) balance grow healthier, and starting to weigh bigger life purchases – there is a lot to think about. There is also some question-creep that starts to show up: Are you saving enough? Are you investing correctly? Have you thought about risk? How about estate planning? What big purchases are coming up?  

Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn's impact on your savings will be felt now and potentially for years to come. How do you keep your plan on track and your desired lifestyle in place?

There are currently about 300 state-administered and nearly 6,000 locally-administered public retirement plans. After six months of stock and bond market declines, those assets have likely dropped significantly, putting public pension plans in financial stress.

Too many individuals are too scared to retire and are withholding retirement because of market volatility. In just a couple of minutes I explain why you should not hold off on your retirement a live the life you always wanted to live

Hear No Evil, Speak No Evil See No Evil indicates a willingness to be in good mind, speech and action, and not dwell on evil thoughts. This episode shares with you how to do all that an more for a happy, peaceful and liquid retirement. #estateplanning #retirementplanning #retirementincome

My guest Larissa Steffen works with young individuals that struggle with debt and finances. Her experience in Psychology and Behavioral Finance will help dig into the why behind your actions. Why are you spending so much? Why can't you save? Why can't you stop using a credit card? We'll explore it all and give you practical solutions that don't leave you feeling restricted. This is an episode you...

One of the problems with financial literacy is not understanding how to get the right information to make investment decisions. This podcast focuses on the ability to remain in control so that you have the right information for better future planning.

If you or your clients are concerned about life insurance, do not. Life insurance is as much an asset as other products. As long as cash is available for distribution, life insurance becomes an asset. Life insurance can be leveraged to mitigate risk and can provide multiple strategies for your legacy plan. #retirementplanning #estateplanning #lifeinsurance #terminsurance  

There are two approaches to investing – passive and active. One requires a real time thorough monitoring system; the other longer-term and less costly. There is no right or wrong, strictly personal approach. This informative seminar offers both approaches so that professionals can help their clients with the best alternatives related to risk. #retirementplanning #investing

The media and too many social media advocates voice opinions about what is going on in the financial markets. The only way to know what to do with your money is simply to conduct the best research by yourself. Trusting others that spark rumor is not advice that is just bad judgment. Using your own head to make decisions keeps you more profitable and less stressful.  #financialreseach #marketvolati...

There are too many individuals with too much poor advice given to you about financial markets. In order to play they game you need to know what to listen to and what to avoid. More importantly, there is both the active trader or the passive. This episode allows you to make the right financial decisions for your future and your needs. 

  A lot of times, we ask clients – what do you want to get out of your business? Whether it’s a sale down the road, family succession, or you just want to grow as fast as you can now, taking an outsider’s viewpoint can help. There are two critical questions we focus on to ensure business owners are optimizing their efforts.  

We know that your business will fund your retirement plan, and potentially create a multi-generational family enterprise, but there's one area of risk you shouldn't be taking. That’s your estate plan. And most of the time – it’s not top of mind. Find out why an estate plan is crucial for the business. 

Warren Buffet recently dissed on Financial Advisors saying they are bottom feeders. The fact is Financial Advisors serve a dire purpose. There is piss poor financial management conducted in schools so the right method is getting good advice from a professional that can help produce the liquidity and lifestyle you dream of. 

2022 is here and we’re off and running. Whether it’s working out more, prioritizing self-care, or spending less time on your phone - we’re all getting back to it, setting goals, and figuring out how we’re going to improve in the months ahead.  

If you’ve found yourself worrying more about retirement planning over the last year, you’re not alone. Almost half of Americans are reevaluating their retirement plans. And they’re also concerned about the potential for tax increases over the next several years. In this video, we’re going to cover what you can do to keep as much income as you can in your pocket, whether you’re working or retired.

As things normalize, people are getting future plans back on track and for many that means starting your own business.   There were 4.3 million businesses that filed paperwork last year, so if you’ve always wanted to be independent, you’re in good company. Here are tips on how to start.