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The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan
Manage episode 430477548 series 2421926
Do you ever wonder:
- How does the Infinite Banking concept fit into a comprehensive financial plan?
- Is it similar to or different from a traditional or a conventional financial method?
- How does it work with more conventional methods?
- Who does it work best for?
- How much should someone put into their policy?
Join Amanda Neely, CFP® as she answers these 5 questions generated by AI on how and how NOT to incorporate high-cash-value, dividend-paying whole life insurance into a financial plan.
Yes, there's even a mention of Gandalf!
00:00 Welcome to Wealth Wisdom Financial Podcast
03:15 The Importance of Assumptions in Financial Planning
06:08 Traditional vs. Conventional Financial Planning
08:51 Integrating Infinite Banking with Other Strategies
10:55 Who Benefits Most from Infinite Banking?
14:55 Opportunity Costs and Financial Decision Making
19:15 Personal Experiences with Infinite Banking
Links mentioned in the episode:
- Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
Watch on YouTube here: https://youtu.be/nkcY_oZoYQE
100 odcinków
The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan
Manage episode 430477548 series 2421926
Do you ever wonder:
- How does the Infinite Banking concept fit into a comprehensive financial plan?
- Is it similar to or different from a traditional or a conventional financial method?
- How does it work with more conventional methods?
- Who does it work best for?
- How much should someone put into their policy?
Join Amanda Neely, CFP® as she answers these 5 questions generated by AI on how and how NOT to incorporate high-cash-value, dividend-paying whole life insurance into a financial plan.
Yes, there's even a mention of Gandalf!
00:00 Welcome to Wealth Wisdom Financial Podcast
03:15 The Importance of Assumptions in Financial Planning
06:08 Traditional vs. Conventional Financial Planning
08:51 Integrating Infinite Banking with Other Strategies
10:55 Who Benefits Most from Infinite Banking?
14:55 Opportunity Costs and Financial Decision Making
19:15 Personal Experiences with Infinite Banking
Links mentioned in the episode:
- Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
Watch on YouTube here: https://youtu.be/nkcY_oZoYQE
100 odcinków
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