by Sarry Ibrahim
Ever wonder what banks do to get so rich? Well its not just because they're banks.. rather its about the way they think. That's what we uncover here in this podcast.. how to think like a bank. You don't need to be a banker or in the banking industry but you can still copy these strategies to help improve your financial life. Learn more at https://finassetprotection.com/
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Publishing Since
2/28/2021
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October 7, 2024
<p>Ryan Fleming has been a college planning specialist in the Columbus, Ohio area for over 14 years. As a Certified Financial Fiduciary and a Certified College Financial Consultant, he takes pride in helping others plan for their financial future. Ryan specializes in helping parents of college-bound students plan for one of the largest wealth transfers of their lives.</p> <p><br /></p> <p>He enjoys working with coachable individuals who are interested in learning more effective ways to plan for their financial future. Ryan conducts free educational college planning workshops throughout the Columbus area and beyond. He also conducts individually with parents and students to help them improve their financial aid picture and pay for college on a tax-favored basis.</p> <p><br /></p> <p>🔥 This episode talks about:</p> <p><br /></p> <p>☑️ Ryan Flemming's background in the financial Industry and college planning</p> <p>☑️ Understanding the FAFSA Application process </p> <p>☑️ A holistic approach to college and retirement planning </p> <p>☑️ Understanding 529 plans and alternative strategies for college funding</p> <p>☑️ Leveraging the "Bank On Yourself" strategy for college expenses</p> <p>☑️ Non-Financial aspects of college planning (what else to plan for) </p> <p>☑️ Common challenges families face in college planning</p> <p>☑️ How to work with Ryan Flemming</p> <p>☑️ Cost-saving strategies for efficient college planning</p> <p>☑️ Solutions for effective college financial planning</p> <p><br /></p> <p>To connect with Ryan Fleming CFF®️ and to learn more about college planning, please visit:</p> <p><br /></p> <p>👉Website:➡️<a href="https://keystonecollegeplan.com/" target="_blank" rel="ugc noopener noreferrer">https://keystonecollegeplan.com/</a></p> <p>👉Linkedin:➡️<a href="https://www.linkedin.com/in/ryan-fleming-cff-%C2%AE%EF%B8%8F-certified-financial-fiduciary-1590a5b/" target="_blank" rel="ugc noopener noreferrer">https://www.linkedin.com/in/ryan-fleming-cff-%C2%AE%EF%B8%8F-certified-financial-fiduciary-1590a5b/</a></p> <p>👉Facebook:➡️<a href="https://www.facebook.com/KeystoneCollegePlanning" target="_blank" rel="ugc noopener noreferrer">https://www.facebook.com/KeystoneCollegePlanning</a></p> <p><strong>📞</strong>Phone: 614-300-9493</p> <p>📩 <a href="mailto:[email protected]" target="_blank" rel="ugc noopener noreferrer">[email protected]</a></p> <p><br /></p> <p><br /></p> <p>👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ <a href="https://finassetprotection.com" target="_blank" rel="ugc noopener noreferrer">https://finassetprotection.com</a></p> <p>👉You can also schedule a free call with us: ➡️ <a href="https://calendly.com/financialservicesins" target="_blank" rel="ugc noopener noreferrer">https://calendly.com/financialservicesins</a></p> <p>📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ <a href="https://thinkinglikeabank.com" target="_blank" rel="ugc noopener noreferrer">https://thinkinglikeabank.com</a></p> <p>🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.</p>
September 3, 2024
<p> </p> <p>In this episode of the <em>Thinking Like a Bank</em> podcast, host Sarry Ibrahim explores a common question asked by clients: "Wouldn't it be better to buy term life insurance and invest the rest in the stock market, rather than a Bank On Yourself type whole life policy?" Sarry, a CERTIFIED FINANCIAL PLANNER ™ , breaks down this debate using logic, math, and real-world examples.</p> <p>Sarry demonstrates how each option might perform over 30 years, considering factors such as fees, taxes, and risk. </p> <p>Listeners are encouraged to think critically about their own financial goals and to consider both the risks and benefits of various investment strategies. </p> <p>Schedule a consultation with Sarry at<a href="https://thinkinglikeabank.com"> Thinking Like a Bank</a> to discuss personalized financial strategies.</p> <p>🔥 This episode talks about:</p> <p>☑️ How loss aversion bias impacts investment decision making </p> <p>☑️ How loss aversion bias can influence financial choices and other choices in life </p> <p>☑️ The importance of using logic and accurate math in financial decisions.</p> <p>☑️ Buy term and invest the rest, what does that look lik? </p> <p>☑️ Bank On Yourself vs the stock market </p> <p>☑️ Combination of Bank On Yourself type Whole Life Policy with the stock market </p> <p>☑️ The potential benefits of combining investment strategies for long-term growth.</p> <p>👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ <a href="https://finassetprotection.com">https://finassetprotection.com</a></p> <p>👉You can also schedule a free call with us: ➡️ <a href="https://calendly.com/financialservicesins">https://calendly.com/financialservicesins</a></p> <p>📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ <a href="https://thinkinglikeabank.com">https://thinkinglikeabank.com</a></p> <p>🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.</p>
June 30, 2024
<p>Angie Grimm is the lead college funding professional at College Solutions LLC in Amarillo, Texas. She obtained a Bachelor of Science in Business Administration from the University of Nebraska. She prides herself in helping students make an informed educational decision to pursue their educational goals, as well as assisting parents in setting up a solid financial plan with no unnecessary risks to meet the upcoming expenses of college for their student. </p> <p><br></p> <p>Angie has researched and developed extensive knowledge about the college financial aid system, benefiting her clients with advice and strategies that most parents don't think about or have access to when saving for and paying for college. Angie has worked with hundreds of students and families over 15 years and maximizing the college admission and financial aid process.</p> <p><br></p> <p>She resides in Amarillo, Texas with her husband, Mike, and they have two grown children.</p> <p><br></p> <p>🔥 This episode talks about:</p> <p><br></p> <p>☑️ Angie's expertise and experience in college planning</p> <p>☑️ Insights on comprehensive college planning strategies</p> <p>☑️ Balancing college funding with retirement planning</p> <p>☑️ Essential calculators and tools for estimating college costs and financial aid</p> <p>☑️ Exploring various financial vehicles to fund college expenses</p> <p>☑️ Understanding financial aid and the FAFSA processes</p> <p>☑️ Benefits of using cash value life insurance policies for college expenses</p> <p>☑️ Avoiding high-interest federal loans: opt for self-financed options</p> <p>☑️ Non-financial aspects of college planning: tools and resources</p> <p>☑️ Who is College Solutions LLC, and what services do they offer?</p> <p><br></p> <p>To connect with Angie Grimm and to learn more about college planning, please visit:</p> <p>👉Website:➡️ <a href="https://www.collegesolutionsllc.com/">https://www.collegesolutionsllc.com/</a></p> <p>👉Linkedin: ➡️<a href="https://www.linkedin.com/in/angie-grimm-0a679a64/">https://www.linkedin.com/in/angie-grimm-0a679a64/</a></p> <p><br></p> <p>👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ <a href="https://finassetprotection.com">https://finassetprotection.com</a></p> <p>👉You can also schedule a free call with us: ➡️ <a href="https://calendly.com/financialservicesins">https://calendly.com/financialservicesins</a></p> <p>📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ <a href="https://thinkinglikeabank.com">https://thinkinglikeabank.com</a></p> <p>🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.</p>
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