This episode of Wealth Without Baystreet features Dwayne Burnell, a Fiduciary and Wealth Strategist. Dwayne is also the author of two best-selling books on personal finance. He empowers individuals, families, and business owners to take control of their financial future. He has helped clients across the country—many of them referrals—achieve the security and peace of mind they've always wanted but didn't know how to get. Financial education and empowerment form the cornerstone of Dwayne's approach. Working in close partnership with each client, Dwayne crafts a comprehensive financial strategy that focuses on the core needs, values, and financial concerns of each client. Dwayne works to ensure your money and financial savings grow by building a customized financial strategy that provides financial growth while protecting your money from loss. Dwayne received his MBA from the University of Tennessee and his BBA from the University of Oklahoma. Dwayne is a licensed practitioner in over 40 states and welcomes new clients from anywhere in the country.
IN THIS EPISODE, YOU WILL LEARN:
0:00 Introduction
1:49 ‘Financial Peace of Mind’ and ‘Financial Independence in the 21st Century
9:46 Greatest Gift You Can Give Your Children
16:56 Saving vs. Investing
17:24 Having Access to Money
27:56 Power of Life Insurance
35:01 Choosing the Right Agent
38:02 Who Would Dwayne Want to be a Hero to
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