117: The Financial Planning Bubble

Strategic Whole Life by Infinite Banking Authorized Practitioners

A financial mania is when everyone is clamoring to buy the same thing at the same time at any price.

Isn't that exactly what the typical financial planning advice has us do? Just about everyone you know is, right now and for the last twenty years, plowing dollar after dollar into an index fund tracking the S&P500, mutual funds, etc.

And the only information we have about this investment strategy is changing variables.

What about this precisely is a "financial plan?"

Tune in to learn about how principles beat variables every time.

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EPISODE HIGHLIGHTS:

00:18 What is a Mania or Bubble

01:03 Typical Financial Planning

03:46 The Problem with Average Rates of Return

04:44 The Uncertainty in Financial Planning

06:57 Planning Principles, not Variables

07:48 Accumulation + Distribution Assets

11:09 Strategies for Retirement Income

13:31 The Best Part is IBC Comes Attached Automatically

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LINKS:

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https://www.stackedlife.com/ibc-mastery

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About Your Hosts:

Hosts John Perrings and John Montoya are dedicated to spreading the word about Infinite Banking so you can discover for yourself how you and your loved ones can benefit from a virtual streamlined process that will take you from IBC novice to sharing the strategy with friends and family—even the skeptics!

John Montoya is the founder of JLM Wealth Strategies, began his career in financial services in 1998, and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.

John Perrings started StackedLife Financial Strategies after a 20-year career in Silicon Valley's startup world, where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.

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Connect with us

Get in touch to see how you might apply these principles to your situation. Schedule a free, no-obligation 30-minute consultation with us today!

https://www.strategicwholelife.com/p/contact/

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ONLINE COURSE:

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Check out our soup-to-nuts online course. Get everything you need to know about IBC and whole life insurance:

IBC MASTERY:

https://www.stackedlife.com/ibc-mastery