• Financial Planning Trick or Treat

  • Oct 24 2024
  • Length: 15 mins
  • Podcast

Financial Planning Trick or Treat

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  • Summary

  • With Halloween on the horizon, we’re rolling out a themed edition of the show today by tackling some of the trick or treat decisions of the financial planning world. We’re going to present John with four different products that have risen in popularity recently and find out whether he would characterize them as tricks or treats.

    Here’s what we discuss in this episode:

    0:00 – Intro

    1:20 – Home equity line of credit

    5:18 – Infinite banking

    8:12 – Buying gold

    10:17 – No closing cost mortgage

    Connect with us:

    Web: https://rosewoodwealthmanagement.com/

    Phone: 919-391-3446

    Schedule a Meeting: http://meetwithjohn.com

    Check us out on YouTube: https://bit.ly/46RaLvL
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