Money with Mission

Launch Your Dream Epilogue with Tom Wall

todaySeptember 6, 2023 10

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Have you ever heard of borrowing and paying interest on your own money? It may sound unconventional, but there’s more to it than meets the eye. You’re not just borrowing your funds but leveraging a plan that pays you interest in return. This unique approach may not always balance perfectly, but it can open doors to unexpected financial opportunities, especially in our retirement years. Our special guest, Tom Wall,  explores this financial alchemy and uncovers how it can lead to economic empowerment and prosperity.   Now, you might wonder, “What does retirement mean?” It’s a question many of us ponder as we consider our financial future and life beyond the daily grind. Tom is here to demystify this concept and shed light on the principles he teaches in his recently published book.   Join us on this transformative voyage as we unlock the keys to financial empowerment, redefine retirement on our terms, and master the art of securing a prosperous and fulfilling financial future.   Tom Wall, a speaker, author, and wealth strategist, has spent his 20-year career positioning whole life insurance and competing against his alternative. He published his first book, “Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.”    Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.

00:00 – A Journey to Overcoming Financial Fear and Achieving Freedom 03:13 – Redefining Retirement: Pursuing Life on Your Terms 05:07 – Cracking the Retirement Code: From Accumulation to Spending Strategies 09:14 – Demystifying Annuities: Safeguarding Your Retirement Income 22:17 – Mastering Retirement: Taming Fear and Optimizing Your Financial Future 25:27 – The Power of Whole Life Insurance and Strategic Planning 28:12 – Connect with Tom

Tom Wall, Ph.D. Website: https://www.tomwalltalks.com/ Linkedin: https://www.linkedin.com/in/tomwall/   Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission Quotes:   “Policy loans allow you to get an unlimited amount back tax-free because it’s a loan. It’s very unique to insurance.” – Tom Wall   “An annuity is the opposite of life insurance. You give a lump sum to an insurance company, and they’ll pay you for as long as you live, turning your savings into a pension.” – Tom Wall


Money with Mission

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