Looking around at the economic turmoil we’ve experienced post-pandemic, it’s easy to get discouraged. You may feel that everything you thought you knew about creating and preserving wealth is wrong. You may think that finding prosperity and lasting wealth despite [...]
47% of Baby Boomers regret not starting retirement planning earlier. 35% wish they had more cash stashed away. By age 65, the average American has only saved 30% of the $1 million they’ll need to maintain their comfortable lifestyles once [...]
Fears of robot overlords may be a tad overblown, at least for now.I’ll be the first to admit that I am sometimes a little unnerved when I realize just how far the artificial language model known as ChatGPT has come. [...]
Have you ever made a bad investment decision at the spur of the moment? If so, you’re not alone. Our financial system rewards the big players while keeping everyone else off-balance, making you feel like you have to act fast [...]
Many Americans wonder if they should pursue college, grad school, or start a business in this economy. Some question whether these increasingly costly degrees are as valuable as the price tag. Some may consider skipping university to focus on building [...]
The concept of centralized global currencies has been around for some time now. However, this idea has raced from concept to reality as cash usage in the United States and globally continues to drop. Many people are eager to find [...]
Bank-owned and company-owned life insurance (BOLI-COLI) has a proven track record of helping corporations fund executive compensation and improving their bottom lines. An alternative to mutual funds, corporate-owned life insurance (COLI) is an investment tool that allows corporations to [...]
My latest book, "The 100 Year Real Estate Investor," is set to hit outlets, including Amazon, this fall. When you become a 100 Year Real Estate investor, you harness the power of something our team likes to call the "Dual [...]
In this episode, Kristin Colca and Teresa Kuhn join Jake and Gino for a myth-busting session on the top misconceptions around permanent life insurance, and key considerations for making the right decision for your situation. 💥 We believe that [...]
It’s scary right now in the economy. That’s why you need an advisor who stays in touch and keeps track of what’s happening in the world. Suppose you’re like most people within 5-7 years of retirement. In that case, you’re [...]
On this episode, Gino discusses personal financial engineering with Teresa Kuhn and John Shedenhelm. Until now, the iFlex strategy has only been available to the extremely wealthy (those with a net worth over $15M). For the first time, this [...]
In its simplest form, the Dual Asset Strategy (DAS) is a way to describe the process of using value inside a specially-engineered whole life policy to invest in real estate or other cash-flowing businesses. First articulated by veteran real estate [...]
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