• We Wish You Wealth

  • 著者: Dani
  • ポッドキャスト

We Wish You Wealth

著者: Dani
  • サマリー

  • Valuable information and education on how to use the different types of life insurance strategies to reach your financial goals and elevate your money mindset.
    Dani
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あらすじ・解説

Valuable information and education on how to use the different types of life insurance strategies to reach your financial goals and elevate your money mindset.
Dani
エピソード
  • WWYW Episode 17- Medicare Basic with Rob Woodard
    2024/06/17

    In this episode we welcome back Rob Woodard, former CFP and now licensed Medicare broker to advise on what types of Medicare are available and how to choose what type is appropriate for you. Please reach out to us if you have any further questions.

    TikTok.com/@dolla_sign_dani

    TikTok.com/@gordon.chavez


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    1 時間 14 分
  • WWYW Episode 16- Cryptocurrency
    2024/04/25

    In this episode we have special guest Mr. Austin Humphries

    discuss the basics of cryptocurrency, centralized and decentralized wallets and how to overcome your fear of investing in this futuristic digitalized currency.


    Reach out to us with any questions if you have yet to begin your crypto journey.

    www.wewishyouweal.com

    tiktok.com/@dolla_sign_dani

    tiktok.com/@gordon.chavez

    tiktok.com/@becoming_financiallyeducated

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    1 時間 11 分
  • We Wish You Wealth Episode 15- Properly Structured IUL's
    2024/04/21

    In this episode we discuss how affordable term policies are for 30,40,and 50 year old and show how to properly versus improperly structure and indexed universal life insurance policy. If you are in the market for an IUL or happen to have one and would like a policy review, don't hesitate to reach out to myself (Dani Sommer), Rubit Ramos or Gordon Chavez as we would love to assist you and answer any questions you may have around these intricate/ complex products.


    www.wewishyouwealth.com

    tiktok.com/@dolla_sign_dani

    tiktok.com/@becoming_financiallyeducated

    tiktok.com/@gordon.chavez

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    1 時間 9 分

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