• The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan

  • Jul 24 2024
  • Length: 26 mins
  • Podcast

The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan

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  • Summary

  • Do you ever wonder:

    • How does the Infinite Banking concept fit into a comprehensive financial plan?
    • Is it similar to or different from a traditional or a conventional financial method?
    • How does it work with more conventional methods?
    • Who does it work best for?
    • How much should someone put into their policy?

    Join Amanda Neely, CFP® as she answers these 5 questions generated by AI on how and how NOT to incorporate high-cash-value, dividend-paying whole life insurance into a financial plan.

    Yes, there's even a mention of Gandalf!

    00:00 Welcome to Wealth Wisdom Financial Podcast

    03:15 The Importance of Assumptions in Financial Planning

    06:08 Traditional vs. Conventional Financial Planning

    08:51 Integrating Infinite Banking with Other Strategies

    10:55 Who Benefits Most from Infinite Banking?

    14:55 Opportunity Costs and Financial Decision Making

    19:15 Personal Experiences with Infinite Banking

    Links mentioned in the episode:

    • Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call

    Watch on YouTube here: https://youtu.be/nkcY_oZoYQE

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