L3 family: Recent Episodes

L3 family

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How do we know when we are at the bottom? How does recession affect your retirement plan? Is it good practice to try to “time the market?”

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Understand if you are in the accumulation phase or distribution phase, and what that means from a risk standpoint. Also, welcome back David (enjoy that jetlag)!

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Learn how a proper tax management plan can save you money during your retirement

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Should you use your HELOC to fund your policy? This is a question that Anthony and Cameron hear often. This week we will break down what using a HELOC for IBC, the Infinite Banking Concept looks like, and when you should or should not use your HELOC. Enjoy this week’s episode

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Should you use your HELOC to fund your policy? This is a question that Anthony and Cameron hear often. This week we will break down what using a HELOC for IBC, the Infinite Banking Concept looks like, and when you should or should not use your HELOC. Enjoy this week’s episode!