Why Making Purchases With a Life Insurance Policy Loan Makes Sense

Let me tell you about Jim. Jim is 55, and Jim is pretty mad. I just got done reading an email from him and, he was in a fury, a bit humorous, but the angry overtones were definitely there. He’s mad at himself and the world that he didn’t understand the concept of compound interest…

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Qualified Plans: How to Get the Highest Rate of Return

We all want the highest rate of return possible. This has been ingrained in us since the first day we started learning about money. But getting a little better understanding of how your rate of return works inside your qualified plan may help you see some truths about qualified plans you didn’t realize. What do I…

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Special Guest Kim Blanton From The Squared Away Blog

This is one of our best podcasts to date! We’re joined by Kim Blanton, a veteran financial writer and reporter, who runs the Squared Away Blog. Her blog is so awesome, when I ran across it I did everything I could to get her on our show and she graciously agreed.

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Bonds Outperform Stocks Over 30 Years

I was prompted to write this article when I recently read that, over the past 30 years, bonds have outperformed the stock market. What makes this even more interesting is that in our recent Linkedin poll we found that only 5% of those polled invested in bonds versus 56% investing in stocks and mutual funds.

If you are like millions that have been invested in the stock market, banking on the “buy and hold” strategy, this news should make you cringe. Think about it, you would have been better off investing in those boring old bonds that nobody pays attention to instead of holding on for dear life as the market played with your money.

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Evaluating The True Performance of The Stock Market

Using the Stock Market Matrix from Crestmont Research Josh, Nick and Jake of Wealthonomics analyze the history of the stock market and provide a serious reality check.

View the stock market matrix at http://www.becomingyourownbank.com/media/Stock-Matrix-Tax-Exempt-Nominal4-11×17.pdf

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The Rise And Fall Of Gold Prices

You may not think comparing gold to internet stocks makes much sense, but the trends may be more closely connected than you think. In this podcast we look back at the historical price of gold and analyze what causes the fluctuation. If you think gold is he only safe place to have money right now you need to tune into this episode.

contact us at info (at) wealthonomics.org

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Liquidity, Use and Control and Why It Matters Most

The average consumer today goes about saving money in completely the wrong way. The first question asked is “what vehicle gives me the greatest potential for gain?” The factors of risk, potential for loss, LUC, and safety are all secondary considerations. By taking the path of least resistance advisors continue to encourage this behavior only furthering our lack of financial literacy.

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Estate Planning 101

Regardless of the size of your estate, without proper planning your legacy could be significantly affected leaving your beneficiaries with massive headaches. Most people want to be remembered by their kids and grandkids for leaving a lasting legacy but without proper planning you would be amazing at how quickly money and assets can disappear.


Today we are joined by 25 year law veteran and Estate Planning Attorney Mark Wight who helps make sense of planning for the inevitable event of demise, as well as the possibility of incapacitation. All while lessening the burden on surviving family members. Whether you are worth 100 Million or 100 thousand dollars this information is vital.


Contact us at info (at) wealthonomics.org


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The Tax Benefits of Transferring Whole Life Insurance to Heirs

When it comes to the death of a spouse or loved one, there are many factors that play a role in how much is actually passed on to family members. However, it’s important to understand why life insurance can provide not only money for expenses, but also provide tax free distributions.

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The Profitable Business of Term Insurance and Mutual Funds

Special guest Dave Ramsey gets our conversation started on the lucrative business of term insurance and mutual funds. In this podcast we explore the roots of the ‘buy term and invest the difference’ philosophy. This transition from safety and guarantees has been an incredibly profitable business model for select elites as well as banks and financial institutions, at the expense of the average consumer.

Want to see for yourself? This video will help you navigate through the FDIC website to find out how much money major banks have in cash value life insurance. http://www.youtube.com/watch?v=iOnqQbCBvcY

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