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Podcast Episode 85: Basics of Life Insurance Part 5 – Whole Life

EPISODE SUMMARY In part 5 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss Whole Life Insurance, how it worked before 1982, and how legislation called TEFRA/TAMRA changed the rules around life insurance. WHAT WAS COVERED 04:05 – How …

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Podcast Episode 80: Transact or Die Part 2 with John Patterson of Influence Ecology

EPISODE SUMMARY In part 2 of my conversation with John Patterson, CEO and co-founder of Influence Ecology, we talk about the Four Conditions of Life, accurate thinking, and building transactions to satisfy aims. WHAT WAS COVERED 04:38 – The Four Conditions of Life: Health, Work, Career, & Money 06:55 – John explains Accurate Thinking 14:22 – The Primary Conditions of …

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Podcast Episode 79: Transcript or Die Part 1 with John Patterson of Influence Ecology

EPISODE SUMMARY John Patterson is the co- founder and CEO of Influence Ecology which is a specialized study that helps ambitious professionals satisfy their aims for work and money. John is known for his leadership offering practical, compelling, and relevant educational programs, lectures, and interviews focused on personal, business, and management effectiveness and performance. WHAT WAS COVERED 03:05 – John …

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Podcast Episode 78: Living Lean with Chris Flugstad

EPISODE SUMMARY Chris Flugstad built his company, Cascade Link, on a bootstrap budget 15 years ago because he had no other choice. With not a lot of seed money to get it started, Chris needed to make do with what he had and in the process learned valuable skills on how to grow his business into a successful one which …

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Podcast Episode 77: Building Your Life That Works For You

EPISODE SUMMARY Bella Vasta is the owner of Jump Consulting, where she helps entrepreneurs in the pet sitting business grow their companies and achieve freedom and flexibility in their lives. She is also the creator and host of the podcast, Bella In Your Business, where she further explores and talks about what it takes to be a successful business owner. …

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Entrepreneurs: Build Your Moat

Once you begin building your financial castle, it’s time to build your moat. This is absolutely critical for long-term financial success. What good is having a castle if you have no way to protect it? This is going to be the least sexy and the least glamorous part of the financial independence process. No one really enjoys talking about insurance …