Latest Lifeinsurance Podcast Episodes
Talking Tech special: AI and Machine Learning
(Re)thinking insurance - April 30, 2024 11:58 - 23 minutes ★★★★★ - 5 ratingsIn this episode, Charlie Samolczyk is joined by Laura Doddington and Lauren Finnis to discuss the topic of the moment for insurers; AI and machine learning.
The Richest Man In Babylon Book | Episode 467
Wealth Talks - April 30, 2024 09:30 - 23 minutes ★★★★ - 46 ratingsThe Richest Man in Babylon book has the reputation of being responsible for creating more millionaires than any other book in print. If that is the case, the advice in this book may be the best financial advice in the world. The financial advice given in this book has many aspects. One of th...
Episode 247 - The Importance Of Expanding Financial Knowledge Beyond Personal Experiences
Beer & Money - April 29, 2024 14:27 - 23 minutes ★★★★★ - 12 ratingsIn this episode, Ryan Burklo and Alex Collins discuss the importance of expanding financial knowledge beyond personal experiences. They highlight the influence of personal experiences on financial decision-making and the need to seek advice from professionals with broader expertise. The conversa...
The Financial Side of Retirement | Episode 466
Wealth Talks - April 23, 2024 09:30 - 25 minutes ★★★★ - 46 ratingsIn days gone by many private companies could offer pensions that would actually support someone financially in retirement, but those days are gone and so are the pensions. The financial side of retirement is extremely uncertain, many mainstream retirement plans are mediocre at best and while...
Episode 246 - 5 Wealth Objectives That Everyone Wants
Beer & Money - April 22, 2024 14:00 - 24 minutes ★★★★★ - 12 ratingsIn this episode, Ryan and Alex discuss five wealth objectives that everyone has but are often not properly planned for. These objectives include creating the highest possible cashflow, creating the lowest possible tax, never running out of money, meeting legacy objectives, and minimizing risk. T...
Talking Tech special: Financial Modeling
(Re)thinking insurance - April 22, 2024 12:34 - 29 minutes ★★★★★ - 5 ratingsIn this episode, our host, Charlie Samolczyk, is joined by Mark Brown and David Pond to discuss the challenges that insurers are currently facing in the financial modeling space and what actions can be taken to address them.
Having an Effective Conversation about LTC
TBA's Life Insurance Link Up - April 17, 2024 12:42 - 18 minutes ★★★★★ - 3 ratingsThe chances are high that at some point your client will need long-term care, but having the conversation about it requires a different approach than a life insurance proposal. Kevin Riley, Regional Director at OneAmerica, has been helping advisors have effective conversations about LTC for ye...
Inflation 2024 | Episode 465
Wealth Talks - April 16, 2024 09:00 - 24 minutes ★★★★ - 46 ratingsInflation is like a thief that never comes. It is good to protect yourself from inflation in every way you can. The bible says that if the man of the house knew what time the thief was coming he would be on the alert and not let his house be broken into. We know the thief is here, our d...
Episode 245 - The Single Biggest Factor To Financial Success
Beer & Money - April 15, 2024 13:36 - 14 minutes ★★★★★ - 12 ratingsIn this episode, Ryan Burklo discusses the single biggest factor that contributes to financial success: managing cashflow. He highlights the flawed cashflow management system that most people have, where income increases are often accompanied by lifestyle inflation. Using a 30-year time horizon ...
Infinite Banking For Your Business | Episode 464
Wealth Talks - April 09, 2024 09:20 - 28 minutes ★★★★ - 46 ratingsThis is an example of how someone used the Infinite Banking Concept and the cash value of their life insurance to expand their welding and fabrication business. One of the owners of Brothers Fab Shop joins us in the studio to answer all our questions. We ask about: The expansion opportunity ...
Episode 244 - Which Asset Class Is The Best?
Beer & Money - April 08, 2024 15:22 - 10 minutes ★★★★★ - 12 ratingsIn this episode, Ryan Burklo discusses investment portfolios and the importance of diversification and asset classes. He introduces a tool for analyzing the performance of different asset classes over a 50-year period. Burklo highlights the potential growth of portfolios invested in asset classe...
My 1st Infinite Banking policy | Episode 463
Wealth Talks - April 02, 2024 09:15 - 28 minutes ★★★★ - 46 ratingsIn this episode we review the numbers of the first Infinite Banking policy we bought. We have owned the policy for 18 years now so you could say it’s an adult policy now. Over the years, We have paid lots of premiums on this policy and we have also used policy loans against the cash value for ma...
Episode 243 - What Are Alternative Investments And Should I Own Them?
Beer & Money - April 01, 2024 13:42 - 27 minutes ★★★★★ - 12 ratingsIn this episode, Ryan Burklo and Alex Collins discuss alternative investments and whether or not they are suitable for individual investors. They define alternative investments as those that do not fall into traditional categories like stocks, bonds, and cash. The hosts explain the concepts of c...
April Fools Day! - Episode 309
Engineer of Finance - April 01, 2024 12:00 - 7 minutes ★★★★★ - 33 ratingsThis episode was inspired by an article in The Epoch Times, titled: "No Fooling: Gov. Newsom's $20 Minimum Wage Hits April 1," written by John Seiler. I am not a fan of minimum wage because of the intended and unintended consequences. Links and Resources from this Episode DISCLAIMER For...
DI Solutions: Medical Professionals
TBA's Life Insurance Link Up - March 28, 2024 13:58 - 8 minutes ★★★★★ - 3 ratingsDisability Income is crucial for many professionals, but one industry where it isn't a hard sell because they are educated about it's importance from the beginning is any medical field. We brought in our resident DI expert - Kathryn Kinnane - to talk DI, how to best approach medical professional...
How We Found The Infinite Banking Concept | Episode 462
Wealth Talks - March 26, 2024 09:20 - 25 minutes ★★★★ - 46 ratingsIn 2005 our family went on vacation. We drove from Oregon where we lived at that time down to San Diego California to spend some time on the beach. But on this particular vacation Dad may have been more excited about a book he was reading than the vacation we were taking. We had not been thril...
Episode 242 - 4 Factors That Have The Greatest Impact On Financial Success
Beer & Money - March 25, 2024 14:42 - 23 minutes ★★★★★ - 12 ratingsIn this episode, Ryan Burklo discusses the four factors that impact financial success: the amount of wealth, location of wealth, true liquidity ratio, and taxes. He emphasizes the importance of considering these factors when planning for retirement and making financial decisions. Ryan also highl...
Trust & Competency - Episode 308
Engineer of Finance - March 25, 2024 12:00 - 23 minutes ★★★★★ - 33 ratingsKen Greene talks about a story of his auto mechanic, Mico at Ital Motors in Reno, NV. He is grateful for being surrounded by people that he trusts and that are highly competent at what they do. Links and Resources from this Episode DISCLAIMER For resources and additional information of this...
Tabor Ai. Copilot for Medicare Agents-Scott Reid and Keith Gleason
Agents on the Move - March 22, 2024 19:20 - 37 minutes ★★★★★ - 3 ratingsOn this episode we are Joined by Scott Reid and Keith Gleason, Scott is the Founder of Tabor Ai, which is an Ai Copilot for Medicare Agents. We're diving into the future of insurance with a focus on a groundbreaking technology that's set to revolutionize the way agents work. Scott and Keith will...
Business Solutions: Guaranteed Issue Term for Groups
TBA's Life Insurance Link Up - March 20, 2024 11:48 - 10 minutes ★★★★★ - 3 ratingsWhen it comes to business solutions - specifically guaranteed issue insurance for groups - the options can feel daunting. That's why we brought in two experts from Principal's business solutions team - Mark Householder & Tom Bates - to talk all things guaranteed issue term for groups. They joine...
Jesse is Getting Married | Episode 461
Wealth Talks - March 19, 2024 09:20 - 25 minutes ★★★★ - 46 ratingsOur son Jesse, Is getting married this month, Jesse will be the first of our 8 children to get married. We are very happy for him and his soon to be wife, Alyssa. We thought it would be interesting and useful to have Jesse join us in the studio for this episode of Wealth Talks to talk about pr...
Episode 241 - Interview With Estate Planning Attorney Katie Ludwick
Beer & Money - March 18, 2024 13:19 - 49 minutes ★★★★★ - 12 ratingsIn this episode, Ryan Burklo interviews Katie Ludwick, an estate planning attorney, about estate planning. They discuss the potential changes to the federal estate tax, the Washington state estate tax, and the importance of proactive planning. They also explore estate planning techniques for min...
How To Be Debt Free | Episode 460
Wealth Talks - March 12, 2024 09:15 - 25 minutes ★★★★ - 46 ratingsInterest rates are rising right now and being in debt is becoming more expensive all the time. In this episode, episode 460 of the wealth talks podcast, we are going to talk about how to be debt free. Becoming debt free can be a daunting task, many people will never know what it feels like to ...
Episode 240 - What 3 Metrics You Should Use To Inspect How Financially Healthy You Are
Beer & Money - March 11, 2024 14:26 - 31 minutes ★★★★★ - 12 ratingsIn this episode, Ryan Burklo and Alex Collins discuss the metrics for analyzing financial health. They introduce the concept of top line being vanity, bottom line being sanity, and cash flow being reality. They emphasize the importance of measuring free cash flow, liquidity, and income protectio...
What Goes Up Must Come Down - Episode 307
Engineer of Finance - March 11, 2024 12:00 - 7 minutes ★★★★★ - 33 ratingsKen Greene discusses the process of active investing and how it compares to passive investment strategies. His approach is more hands-on, watching the market daily, as he sees it as a way to relax and keep himself engaged. He underlines the importance of being aware of one's financial position a...
How To Get Life Insurance | Episode 459
Wealth Talks - March 05, 2024 10:20 - 24 minutes ★★★★ - 46 ratingsIt is good to have life insurance, but having bad life insurance can be worse than having no life insurance at all. Michele reads a message from someone who writes in about how they bought the wrong kind of life insurance even though they were trying to get good life insurance. We talk abou...
Episode 239 - The Best Way To Be Your Best
Beer & Money - March 04, 2024 15:05 - 26 minutes ★★★★★ - 12 ratingsIn this episode, Ryan Burklo and Alex Collins discuss the importance of knowing who you don't want to be in order to become the person you want to be. They explore the default path that many people follow and the need to break free from societal expectations. The conversation delves into the def...
Gratitude, Complacency, and Next Steps - Episode 306
Engineer of Finance - March 04, 2024 13:00 - 15 minutes ★★★★★ - 33 ratingsThe Engineer of Finance podcast host, Ken Greene, starts by discussing his recent trip to Santa Monica and the contrasting weather in the Reno-Tahoe area. He expresses gratitude for being able to enjoy both environments. Ken then reflects on the workshop he attended in Santa Monica, where he l...
How To Use Life Insurance Cash Value | Episode 458
Wealth Talks - February 27, 2024 10:25 - 27 minutes ★★★★ - 46 ratingsThe death benefit is probably the most prominent feature of life insurance and the feature most people think of when they think of life insurance. But that’s not the only benefit of life insurance, you can use the cash value of your life insurance while you’re still alive because your life insur...
Episode 238 - What Is A Good Tool To Track Your Finances?
Beer & Money - February 26, 2024 14:30 - 21 minutes ★★★★★ - 12 ratingsIn this episode, Ryan Burklo and Alex Collins discuss the importance of tracking cash flow and steps to attain financial goals. They emphasize the need to understand abstract goals and how expenses play a role in achieving them. The hosts also highlight the use of technology in tracking expenses...
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