Shows
Financial Crossover The Podcast.09: Investing in the Global Markets for BeginnersThe global markets offer greater growth, are more diverse, and are more flexible. But before deciding to start investing, it is important to read, research and prepare so that you know exactly what you are getting into.
Enter my guest for this eposide, Ms. Jena Formoso, a fellow financial advisor and MDRT of Philam Life, who offers a unique proposition to her clients by helping them learn about investing via e-toro, an international trading platform that allows Filipino's to invest in the global markets.
We encourage in investing in products that you have full understanding of...2020-09-0547 minFinancial Crossover The Podcast.08: Tips on Escaping Your 9 to 5On the pod today is an old officemate turned entrepreneur, Mr. Mark Siggaoat
Mark is the owner of Nelmann's Nipa Huts in San Vicente, Port Barton, Palawan.
Like many of us, he started out as an employee, having a 9 to 5, but was able to actually transition out of that and open his dream business in Palawan, Marrying the 2 things he loves most -- Being at the beach and having his own business.
Listen in as I ask him about how he was able to launch his business off the ground in an island t...2020-08-2842 minFinancial Crossover The Podcast.07: What is it Like to be a Financial Advisor?I was recently invited to speak at a national business opportunity program or a (BOP) for Philam Life, so we can show recruits and would be financial advisors what it's like being an insurance entrepreneur.
In this BOP, I asked to share about how I transitioned from being an employee and now having my own insurance business (among others)
I have the recording of the session, and while we had 3 speakers that day, I am only sharing the portion which I conducted, as I was not able to secure the permission of the other speakers.2020-08-1931 minFinancial Crossover The Podcast.06: What to Expect When You Work on a Cruise ShipWorking as a Seaman is an exciting job! You get to travel and see the world and earn a good salary at the same time. However, with all these perks comes a lot of responsibilities.
In this episode, I am joined by Mr. Siegmund Go, a former cruise ship employee, where he shares his experiences working in the kitchen of a cruise ship. From 16 hour work shifts, to experiencing a category 2 hurricane at sea, and managing money as a 25 year old.
This is an episode for ALL aspiring Seamen as well as current crew members. 12020-08-071h 00Financial Crossover The Podcast.05: Financial Lessons I Learned In My 20'sIn this episode, I take a break from the 50 questions about life insurance series, to talk about some lessons I learned about money during my 20's.
I talk about setting your own goals and not having to live up to goals other people have for you. I also talk about handling debt, especially credit cards, And I talk about forming good habits in-terms of savings so that when you reach my age, you would know how to meet your financial obligations better.
Thank you and happy listening! 2020-08-0214 minFinancial Crossover The Podcast.04: 50 Questions About Life Insurance - Part 2In the second part of the series of 50 Questions About Life Insurance, I invited and old colleague from the banking industry, who like me, transitioned to insurance last year. She is currently an advisor of PRU LIFE UK, where they specialize in Variable Life Insurance plans. Welcome to the podcast, Ms. Jenky Fame! Thank you for sharing your inputs and educating us more on VUL products.2020-07-2939 minFinancial Crossover The Podcast.03: 50 Questions About Life Insurance - Part 1We start our 5 part series called "50 Questions About Life Insurance"!
In this episode I am joined by my colleagues from Philam Life, Tobie Pe and Greggy Gomez, to answer the most basic questions about Life insurance that we get from our prospects and clients.
Tobie and Greg are multiple time MDRT qualifiers and have achieved a lot on in the insurance industry, and are therefore very knowledgeable about the ins and outs of life insurance products. Join us as we answer the first batch of questions.2020-07-2548 minFinancial Crossover The Podcast.02: My First Real Estate PurchaseIn the 1st episode of Financial Crossover the podcast I share the story of my first foray into real estate. My experiance wasn't all roses dripping in diamonds, but I learned many valuable lessons that I use today.2020-07-2311 minFinancial Crossover The Podcast.01: IntroWelcome to Financial Crossover the podcast! In this pod, we aim to provide education on insurance, investments and personal finance in general. I aim to do that by having different guests on my pod who will share the knowledge they have in their respective fields. ABSOLUTELY NO SELLING. Just free information.2020-07-2201 min