Shows
Directed IRA PodcastSelf-Directed Case Studies: Real World ApplicationIn this YouTube video, we dive into the fascinating world of Self-Directed IRAs. Our hosts, Mat and Mark, are joined by special guests Randy Luebke, a financial advisor and co-author of Marks book, and John Shekarchi, an experienced Self-Directed IRA investor, Partner at Directed IRA and lawyer. They share their insights and personal experiences with Self-Directed IRAs, shedding light on the incredible possibilities these retirement accounts offer.Randy Luebke explains the importance of working with independent fiduciary investment advisors, ensuring you get unbiased advice for your retirement investments. John Shekarchi provides valuable insights and stories from his...
2023-10-2625 min
Financial Independence Now0010. Roth MathIn this episode of The Financial Independence Now podcase we debunk several common myths and misinformation surrounding Roth conversions. We call this “Roth Math” and most people don’t understand it. Discover the essential considerations that you need to understand because they will significantly impact your decision to convert your traditional IRA’s, 401(k)s and other traditional retirement savings plans into a Roth. Trust us, you will be surprised with what you will learn from this podcast. Episode Highlights: Explore the misconceptions surrounding Roth conversions from traditional retirement plans. Uncover the straightforward truth behind "Roth M...
2023-08-2421 minFinancial Independence NowEpisode 0009. The Four Sequential StepsIn this episode, Randy Luebke, president and founder of Lifetime Paradigm, takes you through the four sequential steps to achieve financial independence. Randy breaks down each step and highlights why people often fail to reach financial independence when they skip these essential stages. The key to success lies in following the step-by-step process diligently. In this episode: Recap of The 4 Essential Elements The 4x4 Financial Independence Plan ℠ The 4 Sequential Steps and why they are crucial for achieving financial independence Step 1: Optimize Everything Step 2: Eliminate Debt Step 3: Establish Cash Reserves Step 4: Save and Invest Enti...
2023-08-1018 minFinancial Independence Now0008. The Four Essential ElementsIn this episode of the Financial Independence Now podcast, Randy Luebke introduces the concept of The 4 Essential Elements as part of The 4x4 Financial Independence Plan sm. The 4x4 Financial Independence Plan sm is comprised of 4 Essential Elements and 4 Sequential Steps. The 4 Essential Elements include: Retirement Planning, Asset Protection, Estate and Tax Planning. Retirement planning is very different today than it was for your parents and grandparents, who typically worked one job their entire life and then retired with a pension. Today, people work many jobs, change careers, and don’t receive pensions. Today’s retirement is abo...
2023-06-2927 minFinancial Independence Now0007. Discipline Vs. DesireIn this episode, we unravel a powerful truth: Discipline alone isn't enough to sustain you on the path to achieving your most cherished goals. Discipline can get you started, but in the long run, you are going to need more than discipline to see you through to the end when you are trying to achieve almost any worthy goal. In this episode of The Financial Independence Now podcast, we dive deep into the mindset required for achieving financial independence with our expert host, Randy Luebke. Randy throws discipline out the window and replaces it with a stronger...
2023-06-1510 minFinancial Independence Now0006. What Is A Fiduciary?In this episode, we dive into the often-misunderstood world of financial advisors, and the distinction between fiduciary and non-fiduciary advisors. In this eye-opening presentation, we will help you to understand the very important differences between these two groups, and why recognizing those differences is so very important to you. We will provide you with the details that differentiate fiduciary advisors from their broker-dealer counterparts and their standards of care. For example, broker-dealer advisors are held to the standard of “Suitability”. Most people think they know what suitability means, but they really do not. In this podcast, we will...
2023-06-0610 minFinancial Independence Now0005. The Three States Of MoneyDo you remember back in high school when your physics or science teacher taught you about the three states of matter? Remember, all matter in the universe exists in only three different states: solid, liquid, or gas. Also, while all matter must exist in one of these states, it can only exist in one state at a time. Meaning, it’s either a solid, liquid or a gas, but it can never be both. Did you know that money has similar qualities? Money also exists in just three states, and money can only exist in one of these...
2023-05-1909 minFinancial Independence Now0004. The Penny StoryIn this episode of the Financial Independence Now podcast, Randy explores the concept of attaining financial independence by teaching you how to turn one penny into millions of dollars in just one month. He'll take you on a journey through “The Penny Story”, which explains how a penny that doubles every day for just one month can be worth over $5 million. While this strategy is hard to believe, it is also very real due to the power of compounded interest. The Penny Story demonstrates how investments grow exponentially over time. Randy discusses how time can be both a bless...
2023-04-1306 minFinancial Independence Now0003. The Perfect InvestmentAre you searching for the perfect investment that will pave your way to financial independence? In this latest episode of Financial Independence Now, host Randy Luebke introduces you to the elusive "perfect investment." Topics Discussed: 1. The 5 qualities of the perfect investment 2. Compromises in all investment options Bank checking account investment example Real estate investment example 3. The reality of the perfect investment Entities Mentioned: Randy Luebke (Host) Financial Independence Now (Podcast) lifetimeparadigm.com (Website for resources) Don’t forget to tell your podcast streaming host, iTunes, or whom...
2023-04-0409 minFinancial Independence Now0002. My 3 Favorite InvestmentsDiscover the secrets to becoming Financially Independent; “When the assets you have provide the income you need to live the life you want, and work is no longer a requirement, it’s an option. Join host, Randy Luebke, in this exciting episode of the Financial Independence Now Podcast as he shares his top 3 favorite investments Topics Discussed: Investing in yourself Investing in real estate Investing in cash-value life insurance Entities Mentioned: - Lifetime Paradigm Don’t forget to tell your podcast streaming host, iTunes, or whomever, that you enjoyed what you heard a...
2023-03-3109 minFinancial Independence NowWhat is Financial Independence? This is the inaugural episode of "Financial Independence Now", and it is a “must-listen”. In this episode, Randy Luebke discusses the keys to achieving financial independence, something he calls Retirement 2.0. You see, retirement today is very different than it was for your parents or grandparents. Their retirement plan, or Retirement 1.0, generally meant they would work for one company their entire life. Then, once they stopped working, they were done working altogether. The problem with the Retirement 1.0 model is that most people would work until they couldn’t and, as a result, they would put off doing many of the th...
2023-03-2306 min
Main Street Business202: The Strategy of Social SecurityGet Mark & Mat's regular tax and legal tips, and learn about social security strategies. Will Social Security be there for you? How much would you get now? When should you start claiming Social Security and how much should you pay in now?!! Believe it or not, there is a method to maximizing your social security benefit. Joining them for insightful and powerful ideas, will be Social Security planning expert, Randy Luebke, of Lifetime Paradigm. More info at www.refreshyourwealth.com Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to...
2018-06-2859 minMain Street Business202: The Strategy of Social SecurityGet Mark & Mat's regular tax and legal tips, and learn about social security strategies. Will Social Security be there for you? How much would you get now? When should you start claiming Social Security and how much should you pay in now?!! Believe it or not, there is a method to maximizing your social security benefit. Joining them for insightful and powerful ideas, will be Social Security planning expert, Randy Luebke, of Lifetime Paradigm. More info at www.refreshyourwealth.com Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to...
2018-06-2859 minMain Street Business169: What is Your Financial Landscape?Join Mark and Mat as they discuss Mark's new book "The Business owners guide to financial freedom". Mat plays host and interviews Mark with his co-author Randy Luebke about important tips and strategies for business owners as they approach their financial plan. Learn more at www.refreshyourwealth.com Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360 Looking to connect with a rock star law firm? KKOS...
2017-11-0941 minMain Street Business169: What is Your Financial Landscape?Join Mark and Mat as they discuss Mark's new book "The Business owners guide to financial freedom". Mat plays host and interviews Mark with his co-author Randy Luebke about important tips and strategies for business owners as they approach their financial plan. Learn more at www.refreshyourwealth.com Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360 Looking to connect with a rock star law firm? KKOS...
2017-11-0941 minMain Street Business165: What is a Deferred Sales Trust and Why So Popular?Join Mark and Mat as they discuss the growing strategy of DST or Deferred Asset Trusts. It's an advanced tax strategy used for selling property or businesses and growing in popularity. They are joined with licensed financial advisor Randy Luebke who has worked on a number of these complex plans and shares his insights on the pros and cons of the DSTs. If you are selling a highly appreciated asset, this show is a must!! For more information about the show visit www.refreshyourwealth.com. Grab my eBook 30 Unique Strategies Every Business Owner Should Know! ...
2017-10-1450 minMain Street Business165: What is a Deferred Sales Trust and Why So Popular?Join Mark and Mat as they discuss the growing strategy of DST or Deferred Asset Trusts. It's an advanced tax strategy used for selling property or businesses and growing in popularity. They are joined with licensed financial advisor Randy Luebke who has worked on a number of these complex plans and shares his insights on the pros and cons of the DSTs. If you are selling a highly appreciated asset, this show is a must!! For more information about the show visit www.refreshyourwealth.com. Grab my eBook 30 Unique Strategies Every Business Owner Should Know! ...
2017-10-1450 min
Creating Wealth Show Archives 1-300CW 246: Building a Family LegacyBroadcasting from Washington DC, Jason Hartman interviews financial planner, Randy Luebke on an amazing client case study of how Jason and Randy helped a client turn one property into a sizable, diversified, high cash-flow income property portfolio that will create a lasting legacy for generations to come. You’ll learn more about the 1031 tax-deferred exchange strategy and much more. More at http://www.jasonhartman.com or on iTunes at http://itunes.apple.com/us/podcast/creating-wealth-jason-hartman/id216013968 Rental real estate offers incredible opportunities when investing correctly. Prior to the case study, Jason addresses various current events including; th...
2016-10-2852 minMain Street Business111: Long Term Care Strategies - You're Never too Young75% of all households will incur long term care expenses during their lifetime. These expenses can be for health care issues related to you, your spouse, your parents or even your grandparents. Regardless of who these health issues affect, the costs of care can range from minimal to substantial. Join Mark and Mat as they discuss long term care insurance and provide you with a number of solutions to help you decide which choices may be best for you and your family with expert Randy Luebke. He is a Registered Financial Consultant, a Registered Mortgage Advisor, a life insurance agent...
2016-09-071h 00Main Street Business111: Long Term Care Strategies - You're Never too Young75% of all households will incur long term care expenses during their lifetime. These expenses can be for health care issues related to you, your spouse, your parents or even your grandparents. Regardless of who these health issues affect, the costs of care can range from minimal to substantial. Join Mark and Mat as they discuss long term care insurance and provide you with a number of solutions to help you decide which choices may be best for you and your family with expert Randy Luebke. He is a Registered Financial Consultant, a Registered Mortgage Advisor, a life insurance agent...
2016-09-071h 00Main Street Business82: Cyber Security – What you need to do Now to Protect Your AssetsMassive security breaches continue each month and almost week at some of the nation’s largest retailers, financial institutions, employers and even the Government. Knowing this, the obvious question is what can we do about it? What can you do practically today and tomorrow to protect your security. Join Mark and Mat with Financial Advice expert Randy Luebke to discuss 9 steps you can take immediately to protect your assets and information. More info at www.refreshyourwealth.com. Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure yo...
2016-02-1938 minMain Street Business82: Cyber Security – What you need to do Now to Protect Your AssetsMassive security breaches continue each month and almost week at some of the nation’s largest retailers, financial institutions, employers and even the Government. Knowing this, the obvious question is what can we do about it? What can you do practically today and tomorrow to protect your security. Join Mark and Mat with Financial Advice expert Randy Luebke to discuss 9 steps you can take immediately to protect your assets and information. More info at www.refreshyourwealth.com. Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure yo...
2016-02-1938 minMain Street Business79: Amazing Social Security Strategies that will Shock you at Any AgeYou may think Social Security is some sort of fixed payment at a certain age, OR that you are too young to make plans for this benefit...if so you would be terribly wrong. It is shocking how many social security strategies exist that can actually make you thousands and thousands of dollars during retirement. Join Mark and Mat with Social Security expert and Financial Advisor, Randy Luebke, to discuss strategies that will blow your mind and enrich your retirement. More info at www.refreshyourwealth.com. Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
2016-01-2938 minMain Street Business79: Amazing Social Security Strategies that will Shock you at Any AgeYou may think Social Security is some sort of fixed payment at a certain age, OR that you are too young to make plans for this benefit...if so you would be terribly wrong. It is shocking how many social security strategies exist that can actually make you thousands and thousands of dollars during retirement. Join Mark and Mat with Social Security expert and Financial Advisor, Randy Luebke, to discuss strategies that will blow your mind and enrich your retirement. More info at www.refreshyourwealth.com. Grab my eBook 30 Unique Strategies Every Business Owner Should Know!
2016-01-2938 minMain Street Business60: Coordinating Your Financial Plan with Your Tax PlanningYes...You need to coordinate the two plans, but how difficult is it to get your financial planner and CPA on the "same page"? Sometimes it's very difficult. Join Mark and Mat with their favorite financial advisor Randy Luebke as they discuss options and strategies to build wealth, diversify your portfolio and save taxes at the same time. Randy Luebke js the president of Lifetime Paradigm, Licensed Mortgage Broker, Registered Investment Advisor, and Real Estate Broker. This will be a power packed panel giving you numerous options and strategies to consider. Don't miss this show if you are serious...
2015-09-1139 minMain Street Business60: Coordinating Your Financial Plan with Your Tax PlanningYes...You need to coordinate the two plans, but how difficult is it to get your financial planner and CPA on the "same page"? Sometimes it's very difficult. Join Mark and Mat with their favorite financial advisor Randy Luebke as they discuss options and strategies to build wealth, diversify your portfolio and save taxes at the same time. Randy Luebke js the president of Lifetime Paradigm, Licensed Mortgage Broker, Registered Investment Advisor, and Real Estate Broker. This will be a power packed panel giving you numerous options and strategies to consider. Don't miss this show if you are serious...
2015-09-1139 minMain Street Business28: New Year Resolutions for Your Business with Expert PanelWhat are the strategies this year that will help our business grow to the next level? How do we implement these strategies and stick to them? Why is it so difficult to make changes in our personal or business life- or is one more easier than the other? Join me with an expert panel beginning with Randy Luebke a Registered Financial Consultant, and educator in the financial services industry for more than 25 years - as well as Rulon Olsen, a Certified Professional Consultant and President of a privately held public relations firm that focuses on creating positive corporate identities...
2015-01-1459 minMain Street Business28: New Year Resolutions for Your Business with Expert PanelWhat are the strategies this year that will help our business grow to the next level? How do we implement these strategies and stick to them? Why is it so difficult to make changes in our personal or business life- or is one more easier than the other? Join me with an expert panel beginning with Randy Luebke a Registered Financial Consultant, and educator in the financial services industry for more than 25 years - as well as Rulon Olsen, a Certified Professional Consultant and President of a privately held public relations firm that focuses on creating positive corporate identities...
2015-01-1459 min