Unlocking Wealth: Whole Life Insurance, Real Estate, and Investment Strategies

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Brick by Brick

Brad Redding, Nate Winkler

15 episodes

3 months ago

Welcome to Brick by Brick, hosted by serial entrepreneurs Brad Redding and Nate Winkler. On this podcast you'll learn lessons from the trenches that have led to multiple exits from SaaS to Supplements, and the tools to help you build, invest in, and exit your own business.

All content for Brick by Brick is the property of Brad Redding, Nate Winkler and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Entrepreneurship

Business,

Investing

Unlocking Wealth: Whole Life Insurance, Real Estate, and Investment Strategies

Brick by Brick

36 minutes

1 year ago

Unlocking Wealth: Whole Life Insurance, Real Estate, and Investment Strategies

This episode we dive deep into unique investment strategies according to our own investor DNA. We explored the benefits of whole life insurance for tax advantages and cash flow, the power of real estate for wealth building, and shared our experiences on balancing personal happiness and business success. We also discussed using AI tools for investment decisions and legal feedback. Remember, wealth isn't just money—it's about buying time for what truly matters to you in life.

Timestamps:

(00:00) Discussing personal investments
(06:13) Understanding your investor DNA is crucial.
(09:51) Request research on real estate and investments.
(10:39) Using AI tools for unbiased financial advice.
(16:50) Compound interest on policy loans is advantageous.
(19:22) Diversify funds to mitigate financial risk.
(21:21) Prioritizing cash flow investments, declining non-cash opportunities.
(24:01) Real estate investment preferred over angel investment.
(27:27) Wealth is more than money, it's time.
(31:18) Talking to customers, more time for growth.
(34:09) Reflect on financial goals, seek diverse perspectives.

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Links:

Learn more about Brad Redding / Connect on LinkedIn and Instagram

Connect with Nate Winkler on Instagram