Ep 112 - Today’s episode is packed with invaluable insights from industry experts who specialize in guiding families, professionals, and individuals on their journey to financial freedom. Whether you’re aiming to become the first millionaire in your family, build intergenerational wealth, or master smart investment strategies without risking your financial security, you’re in the right place. Our guests today bring a wealth of experience and knowledge, sharing practical tips and personal stories that will empower you to take control of your financial future.
Join us as we explore the complex landscape of wealth building, from overcoming debt to creating a legacy of financial strength. Let’s get started! 🚀
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Here are some of the key questions answered in this episode.
Edmund Chien
Q1: (0:36 - 03:32)
What essential advice should an investor consider when choosing an investment vehicle to grow toward bigger opportunities?
Q2: (11:45- 13:45)
What exactly is private equity? Is it wealth management, or are those terms interchangeable?
Q3: (25:20-29:59)
What steps can you take to ensure your financial legacy is protected and continues to grow?
Lesley Batson
Q1 (3:33- 05:52): How does the impact of taxes on your 401k influence your retirement savings decisions?
Q2 (13:47 - 20:10): What are the different benefits of whole life insurance and how can it help with financial security?
Jamilah McCluney
Q1 (05:54 - 08:11)
How can life insurance be used to enhance your real estate investments with tax-efficient strategies?
Q2 (20:11 -22:31)
What are the benefits of an Index Universal Life (IUL) policy compared to traditional whole life insurance?
Q3 (30:00 32:49)
How can diversifying your investments help you maintain control and liquidity, especially in uncertain economic times?
Kofi Thompson (Ep 74 & 75)
Q1 (08:12 - 10:03): How can you create a balanced strategy to protect and grow your money while managing multiple financial goals?
Q2 (22:33 - 25:46): How can you effectively allocate your finances to protect and grow your money?
Q3 (32:50 - 35:40): What strategies can you use to effectively allocate your funds for short-term versus long-term goals, ensuring you protect against inflation and maximize returns?
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Let’s get connected!
You can find Nicole on
LinkedIn https://www.linkedin.com/in/nicole-pendergrass/
Instagram https://www.instagram.com/nvestornikki/?hl=en
Facebook https://www.facebook.com/nvestornikki
or Visit her website https://noirvestholdings.com
LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here.
https://podcasts.apple.com/us/podcast/share-the-wealth-show/id1622218163
