Wealth Talks
Episodes
Not a Good Time to Retire
06 Sep 2016
Contributed by Lukas
A quick update on market conditions and why it is NOT a good time to retire. Market conditions and better longevity mean a reconsideration of withdr...
Behind The Scenes
30 Aug 2016
Contributed by Lukas
A peek behind the scenes - discover the McFie family's teamwork at Life Benefits. People often ask us "what do you do in the business?" Of course we w...
Pros and Cons of Various Financial Tools
23 Aug 2016
Contributed by Lukas
For busy people: An "Executive summary" on the pros and cons of Tax Qualified Plans, Mutual Funds, Margin Accounts, Bonds, CDs, Real Estate, and Life ...
Life Lessons Applied to Wealth
16 Aug 2016
Contributed by Lukas
Is the Money Problem a MACRO problem (i.e. government/society level) or a MICRO problem (i.e. individual/family level)? Michele joins Dr. Tom and Jo...
Now or Never
09 Aug 2016
Contributed by Lukas
In this episode Ben and Gracine join the podcast to share some interactions with people at a recent event they were sponsoring, and John shares some m...
It Pays to Be Patient
02 Aug 2016
Contributed by Lukas
Patience is a virtue especially when it comes to making more money and keeping more of what you make. Speculation and "get rich quick" strategies feed...
When to Get Started
26 Jul 2016
Contributed by Lukas
Michele joins Dr. Tom and John McFie for this episode to talk about the best time to start using The Perpetual Wealth Code™. Waiting until later is ...
Special Guest Tom Ziglar
19 Jul 2016
Contributed by Lukas
Today's Podcast is a live teleconference recording of Tom Ziglar talking about Dream Alignment and transitioning from Success to Significance. Usually...
Context is Key
12 Jul 2016
Contributed by Lukas
Our material is being misconstrued! At least we ought to feel grateful that it is popular right? We do feel honored on that score, but now listen in t...
Municipal Bonds versus Participating Whole Life Insurance
05 Jul 2016
Contributed by Lukas
How do Muni Bonds @ 4% compare to Cash Values on a Participating Whole Life Insurance policy? Listen in to discover our findings on a recent case plus...
Wealthy Thinking
28 Jun 2016
Contributed by Lukas
Zig Ziglar said, "Positive thinking won't let you do anything, but it will help you do everything better than negative thinking will." Despite thi...
What If?
21 Jun 2016
Contributed by Lukas
What if I can't make my premium? What if I lose my job or the economy crashes? Michele joins Dr. Tom and John McFie exploring some questions on the "f...
Dividends and Whole Life Insurance
14 Jun 2016
Contributed by Lukas
What Divdends mean and why we use the Paid Up Additions option by default. Dr. Tom and John McFie also discuss how long to pay the premium on a Whole ...
2 Common Questions
07 Jun 2016
Contributed by Lukas
Discover the pros/cons of 10-pay life insurance policies, and when it makes sense to add additional policies to Your Financial GAME. Get clarity for y...
Term Life Insurance
31 May 2016
Contributed by Lukas
Is there a place for Term Insurance? Yes. Dr. Tom and John run through the different varieties of Term Insurance and how to use them effectively to pr...
Bonus Session
26 May 2016
Contributed by Lukas
Enjoy this bonus episode, and have a good Memorial Day weekend.
Episode 53 Money and Vacations
24 May 2016
Contributed by Lukas
Discover how to minimize lost opportunity on vacation money by using life insurance and The Perpetual Wealth Code™. Dr. Tom and John McFie share how...
And They All Look Just the Same
17 May 2016
Contributed by Lukas
One size does NOT fit all. Too many financial experts try to pigeon-hole clients to fit the product they sell. Dr. Tom and John share the difference b...
Episode 51 The Money Show
10 May 2016
Contributed by Lukas
In this Episode, Dr. Tom and John McFie share some key thoughts from visiting the Money Show today. They share about some of the sessions they attende...
Money Numbers and Wealth
03 May 2016
Contributed by Lukas
In this episode learn why it is good to use numbers in planning, but not to run your whole life. Discover the balance between Money, Numbers and Wea...
Episode 49 Teaching Your Children about Wealth
26 Apr 2016
Contributed by Lukas
Gracine McFie, shares good books for teaching your children about wealth, and a glimpse behind the scenes into her daily work at Life Benefits.
Episode 48 Planning for the Future
19 Apr 2016
Contributed by Lukas
Listen to this episode and learn how the Average American spends money, and saves money for the future. On this episode, Dr. Tom McFie also shares his...
To Defer or not to Defer?
12 Apr 2016
Contributed by Lukas
In this episode encounter some pros and cons of tax deferral and understand how to use Life Insurance to get some benefit from tax deferral without lo...
Rate of Return on Life Insurance
05 Apr 2016
Contributed by Lukas
In this episode Dr. Tom and John McFie take a look at a 20yr Actual Rate of Return on the S & P 500 compared to the tax equivalent rate of return on P...
Buying A House
29 Mar 2016
Contributed by Lukas
This week on Wealth Talks, Dr. John Schellenberg joins Dr. Tom and John McFie to talk over strategies for buying a house AND the best methods to retri...
Legal Documents
22 Mar 2016
Contributed by Lukas
Learn how to make sure your legal documents will do what you want them to do. Resource Link: documentreview.life-benefits.com* Includes Bonus to las...
Social Security
15 Mar 2016
Contributed by Lukas
This week on Wealth Talks Tom and John McFie talk about Social Security and how it was sold as an “Insurance Plan” but turned out a “Ponzi Schem...
Getting Money out of Qualified Plans into Life Insurance.
08 Mar 2016
Contributed by Lukas
Think through your options first. In this Episode Dr. Tom and John McFie share some recent cases. Many insurance agents ignore important consequence...
3 myths about Whole Life Insurance.
01 Mar 2016
Contributed by Lukas
Today on Wealth Talks John and Jesse McFie talk about 3 common myths about Whole Life Insurance. 1) WL is best for Pre-Retirement Income Protect...
Episode 40 Inflation
23 Feb 2016
Contributed by Lukas
Inflation steals the value of savings without changing the figures. It is an insidious form of taxation. Doomsayers mourn this fact. Optimists t...
Episode 39 Taking Action
16 Feb 2016
Contributed by Lukas
In this episode Jesse joins Tom and John McFie in the studio to talk about taking action in life, and being cautious to never confuse motion with prog...
Episode 38 Building Your Team
09 Feb 2016
Contributed by Lukas
In this Episode, John and Jesse draw lessons from a landscaping project that can help you build a great team for success in Your Financial GAME.
New Year Resolutions
03 Feb 2016
Contributed by Lukas
By listening to this episode, you'll find a way to evaluate your New Year Resolutions and use the powerful One-Touch Rule to stay on track and achieve...
Episode 36 Winning or Just Getting Through?
26 Jan 2016
Contributed by Lukas
Do you live your life to “get through” or to “grow and improve”? Your answer creates the lens through which you view your savings and weal...
Episode 35 What to Track
19 Jan 2016
Contributed by Lukas
Winning is a habit, but so is losing. Discover how to track what really matters and improve the results in Your Financial GAME. 702-660-7000www.li...
Episode 34 Perfect Practice
12 Jan 2016
Contributed by Lukas
In the words of Vince Lombardi, “Practice does not make perfect. Only perfect practice makes perfect.” In this episode you'll discover how to ...
Episode 33 Control of Your Money
05 Jan 2016
Contributed by Lukas
In this episode, learn why the control of your own money trumps all other financial strategies, and discover how the right life insurance helps you ke...
Episode 32 Your Options
29 Dec 2015
Contributed by Lukas
In this Episode, Dr. Tom and John McFie talk about common places to park or invest your money include an IRA, 401(k), 403(b), ROTH, SEP, 529, Real Est...
Episode 31 Your Financial GAME
22 Dec 2015
Contributed by Lukas
Understanding Your Financial GAME results. Money in one place is not always the same as money in another place.
Episode 30 Your Values in Action
15 Dec 2015
Contributed by Lukas
Discover how your values translate to actions and help you toward greater wealth or away from it. Roy Disney said, “It’s not hard to make decision...
Episode 29 Time and Money
08 Dec 2015
Contributed by Lukas
In this Episode Dr. Tom and John McFie talk about Time and Money. If time was unlimited it’s value would be destroyed, and when money is created out...
Episode 28 Future Income Strategy
01 Dec 2015
Contributed by Lukas
In this Episode, Dr. Hugh Cradduck joins Dr. Tom and John McFie to discuss Strategies for Future Income with The Perpetual Wealth Code™, how to prot...
Episode 27 Truth or Speculation
24 Nov 2015
Contributed by Lukas
Why are some people skeptical of the truth yet fall easily for speculation? Fear and greed are 2 powerful motivators behind this dangerous pattern. ...
Episode 26 Philosophy of Wealth
17 Nov 2015
Contributed by Lukas
In this Episode Tom and John talk about “Above Down Inside Out” and how to apply the "3Ds" to create Good Profits and Wealth.
Episode 25 Access to Money
10 Nov 2015
Contributed by Lukas
Today on Wealth Talks, Dr. Tom has invited Tom Balmer back to the show to share with the you how he is using The Perpetual Wealth Code™, and how it ...
Episode 24 Three Big Game Changers
03 Nov 2015
Contributed by Lukas
On this Episode, Michele joins Tom and John McFie to talk about the three books Tom has written, and how they making such a huge difference for people...
Episode 23 Think Both
27 Oct 2015
Contributed by Lukas
In this Episode Tom and John McFie talk about how to make your money more productive. It’s normal to compare one investment to another. What if ...
Episode 22 Think in Percent
20 Oct 2015
Contributed by Lukas
Today on Wealth Talks, Tom and John McFie talk about the importance of thinking in percent, and Tom tells a story about when him and Michele were at O...
Episode 21 Money and Numbers
13 Oct 2015
Contributed by Lukas
In this Episode, Michele McFie joins Tom and John in talking about how Money and Numbers are different, and how this affects Your Financial GAME. Tom...
Episode 20 Savings and Opportunity
06 Oct 2015
Contributed by Lukas
Beginning with a quote from Henry Ford, "Those who have the money make the rules", Tom and John talk about the importance of having Captial (Seed Mone...
Episode 19 Positive Cash Flow
29 Sep 2015
Contributed by Lukas
Tom and John McFie talk about using Positive Cash Flow for defense in Your Financial GAME. This strategy is also used by Warren Buffett and Jeff Bez...
Episode 18 Procrastination
22 Sep 2015
Contributed by Lukas
Tom, John and Ben McFie share tips on how to overcome the barrier of procrastination to creating wealth in your life. Procrastination is one of you wo...
Episode 17 Conquer Scarcity
15 Sep 2015
Contributed by Lukas
In this Episode, Tom and John McFie talk about how to conquer scarcity and find abundant opportunity. Understand how the herd mentality perpetuates ...
Episode 16 Values and Savings
08 Sep 2015
Contributed by Lukas
Discover the values that will help you build wealth and keep it.
Episode 15 Interest
01 Sep 2015
Contributed by Lukas
In this Episode, Tom and John McFie talk about interest. After listening to this podcast, you will be able to make sure you're really getting ahead no...
Episode 14 Term Insurance
25 Aug 2015
Contributed by Lukas
In this episode with Tom and John McFie, you'll discover the reason why term insurance is so important, and how it becomes a stepping stone to wealth ...
Episode 13 How Contracts Protect Liberty
18 Aug 2015
Contributed by Lukas
In this Episode Tom, John and Jesse McFie talk about how contracts protect liberty and provide the foundation for progress and wealth not just in the...
Episode 12 Pitfalls of Qualified Plans
11 Aug 2015
Contributed by Lukas
On this Episode, Wealth Mentor Tom Balmer joins Dr. Tom and John McFie to explore the dangers of Qualified Plans and what you can do to increase and p...
Episode 11 Vitalistic Money Management
04 Aug 2015
Contributed by Lukas
In this Episode, Tom and John McFie talk about the difference between Allopathic and Vitalistic Money Management. Discover how you can eliminate ris...
Episode 10 The Perpetual Wealth Code™
21 Jul 2015
Contributed by Lukas
In this episode, Dr. Tom and John McFie are joined by Joe Ferraris to review the 10-20-70 Cash Flow strategy and and how to use Participating Whole Li...
Episode 9 Working with Your Accountant
07 Jul 2015
Contributed by Lukas
In this episode Ramon Lua joins Tom and John McFie to talk about the proper role of a CPA or Accountant in Your Financial GAME... With his experience ...
Episode 8 Investments, Assets, and Speculation
23 Jun 2015
Contributed by Lukas
On this episode Tom and John McFie talk about what an investment is... is it an Asset or Speculation? Listening to their strategies and details w...
Episode 7 Planning for Inheritance
09 Jun 2015
Contributed by Lukas
On this Episode, Tom and John McFie talk about how it is important to plan your inheritance and legacy, so that you can reward your following generat...
Episode 6 Tax Planning
26 May 2015
Contributed by Lukas
Tom and John McFie talk about how many CPAs try to save you taxes for the current or past year, but sometimes fail to consider and plan for the futur...
Episode 5 Business Financing
12 May 2015
Contributed by Lukas
In the Studio, Tom and John McFie talk about Business Financing, and how Savings is the building block to success with your finances... Tom shares abo...
Episode 4 Universal, Variable and Whole Life Insurance
28 Apr 2015
Contributed by Lukas
Tom and John McFie talk about Universal Life, Variable Life, Indexed Unviversal Life, Equity Indexed Universal Life, Term Life Insurance,Whole Life In...
Episode 3 The Truth About CashValue Life Insurance
14 Apr 2015
Contributed by Lukas
Tom and John McFie talk about Cash Value life insurance and The Perpetual Wealth Code™. They talk about common financial myths and certian things to...
Episode 2 Diet and Insurance
31 Mar 2015
Contributed by Lukas
Dr. Tom and John McFie talk about risk, and how Taxes and Fees destroy the earnings on your money by more than many realize... That is why the Banks p...
Episode 1 Retirement and Qualified Plans
13 Mar 2015
Contributed by Lukas
Tom and John McFie talk about Retirement and Qualifed Plans, and what is happening to American's savings, Social Security, and Retirement. So what s...