Episodes

  • Using Life Insurance as a bank and for investment
    Nov 9 2022


    Ryan & Greg talk about how using life insurance can allow you to borrow money on great terms and also grow your investment in the policy.


    #beyourownbank #lifeinsurance #longtermcare #insurance #longtermcareinsurance #realestate #assetprotection #estateplanning

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    16 mins
  • The power of a Trust
    Nov 2 2022

    What is a trust and what can it do for you?  There are several types of trusts that can be used to protect your assets. In this episode, Ryan Begley, Benefits Specialist, sits down with Elder Law Attorney, Eric Baker, to discuss what a trust is and how you can use it to help you achieve your financial goals while protecting your assets and preserving your legacy. 

    Want to set up a trust? Give us a call today at  888-999-6600 to schedule your free consultation!

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    5 mins
  • Why should you have a Financial Power of Attorney?
    Oct 27 2022

    When considering planning for your retirement or the future of a loved one, a common question may arise: Why should I have a Financial Power of Attorney? 

    Having a Financial power attorney in place with an insurance policy if something should go wrong is a solid plan and we are going to tell you why.  Ryan Begley Benefits Specialist sits down with Eric Baker, Elder Law Attorney to discuss what a Financial Power of Attorney is, what it does, and how it can help you in that type of situation if something should go wrong. 

    Stay tuned for more!

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    3 mins
  • What is an Annuity? Can it be placed in a trust?
    Oct 21 2022

    What is an annuity and how can it financially benefit you? Were you also aware that annuities could make you money? Say what?! 

    In this episode of the McIntyre Financial Report, Ryan Begley,  Benefits Specialist, sits down with a curious potential client and discusses annuities and how beneficial they can be when placed into a trust.

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    8 mins
  • Charlotte Today Show - Get BOTH sides of the house in order
    Oct 19 2022

    Get BOTH sides of the house in order. With McIntyre Elder Law & McIntyre Financial you get the best of both the legal and financial worlds. Protect assets and grow them with the dream team of McIntyre Elder Law and McIntyre Financial.

    #elderlaw #estateplanning #financialplanning #financialplanner #insurance #longtermcare #longtermcareinsurance #realestate #investing #retirement

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    4 mins
  • Discover This Real Estate Tool To Protect Your Home!
    Oct 12 2022

    How can you protect your largest asset, your home? This is a question many people would want to know the answer to. In this episode, Ryan Begley Benefit's Specialist, sits down with Eric Baker, Elder Law Attorney, and discusses an amazing real estate tool that allows you to remain in full control of your home, and can protect it against liens! 

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    4 mins
  • Term Insurance- A Client Perspective
    Oct 5 2022

    Why would you need term insurance? Join Ryan Begley, Benefits Specialist with McIntyre Financial on an episode where he interviews a client to share her experience with getting term insurance and how it could be beneficial for you. 

    Want to know more?  Visit our website at MyMcFi.com to read our blog and subscribe to our E-newsletter. 

    CALL 888-999-6600 for your free consultation 

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    2 mins
  • Irrevocable Income Trusts
    Sep 28 2022

    Would you like to have your cake and eat it too? If the answer is yes, then you don't want to miss this episode. Ryan Begley sits down with Elder Law Attorney Greg McIntyre to discuss Irrevocable Income Trusts and what that means for you and your potential!

    An Irrevocable Income Trust is the best safe that we can build for you and is great for long-term care situations. The reason it is called an income trust is that you are the lifetime income beneficiary because you can receive all the income of the trust for the rest of your life even though the assets or the principle you put there is protected and lives there in the safe. This is the best of both worlds. You can have your cake and eat it too! Stay tuned for more!

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    9 mins