Protect Your #1 Asset In this episode, John explains that your ability to earn income is the number one asset you have in financial planning. He is joined with Senior Wealth Advisor Ed Bao and Disability Specialist Alicia Vivenzio from National Ohio. Together they discuss how important disability … [Read more...]
INTRODUCTION TO DISABILITY INSURANCE AWARENESS MONTH
Intro To Disability Insurance Awareness Month In this episode, John introduces listeners to Disability Insurance Awareness Month and discusses how disability done right can add value to your plan. He explains how simulating the outcome of negativity is a key to good financial planning. John is the … [Read more...]
HOW TO NAVIGATE FINANCIAL PRESSURES: THIS IS YOUR STRATEGY GUIDE PART 3
Navigating Financial Pressure, Episode #3 In this strategy guide episode, John and his partner Edward Bao, CFP®, AIF® discuss the 9 areas that exert pressure on our wealth. These categories don’t change, no matter the circumstances we face in our personal lives or in our nation. John is the author … [Read more...]
ASSET PROTECTION TOOLS FOR BUSINESS OWNERS
Asset Protection Tools For Business Owners Welcome to the Wealth Curve Talk Podcast. In this episode, John continues his series on the Wealth Curve Blueprint. This time his focus is on asset protection. He reveals two key tools small business owners need to protect their business and personal … [Read more...]
DISABILITY INSURANCE: YOU ARE YOUR MOST IMPORTANT ASSET
Disability Insurance In this episode, John continues his series on the Wealth Curve Blueprint. This time he reviews disability insurance, which is vital for everyone to have. John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He has lectured extensively on … [Read more...]
RETHINKING RISK
Rethinking Risk In Financial Planning In this financial planning episode, John addresses the idea of risk. For most people risk connotes simply loss of investments. John expands the conversation to encompass risks that come from all different directions. He wants you to be able to identify and … [Read more...]