Show notes
People don’t often talk about the emotions tied to their finances. Financial Advisor Mark Bertrang joins Tom as they talk about the emotional side of personal finances. In his book, Investments Don’t Hug, he shares true life stories of families who have gone through significant pain by loss of a loved one unexpectedly and how having a life insurance plan provided such value for those families. He calls it a “love letter” to your family to show you truly cared for them to have it in place. Mark also shares his strategy so spend each dollar of his assets while alive and then have the bucket fill up for the next generation. Listen in to learn about sharing the power of life insurance as an asset and how it can create an impact that will last for generations. Highlights 01:44 Who’s Mark Bertrang and what is his background all about? 05:55 The biggest thing he learned from his long time in the industry 10:39 How a lot of people are just accumulating, accumulating, accumulating, and have all the money, but are not living 16:26 Understanding the book, Investments Don't Hug 25:37 The power of life insurance assets to impact generations 37:39 Giving us the opportunity to expand our thinking of what is possible 42:18 The biggest amount of money that started America was actually insurance companies Episode Resources Connect with Tom Suvansri https://perennialpride.com/ https://www.facebook.com/perennialpride/ https://twitter.com/perennialpride https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA https://www.amazon.com/Investments-Dont-Hug-Embracing-Insurance-ebook/dp/B01N0WIOTE?ref_=ast_author_mpb Connect with Mark Bertrang https://www.bertrangfinancial.com/ https://www.linkedin.com/in/markbertrang [email protected] Investments Don't Hug: Embracing the Life Insurance Asset: https://www.amazon.com/Investments-Dont-Hug-Embracing-Insurance-ebook/dp/B01N0WIOTE?ref_=ast_author_mpb Call to Action Schedule a Call with Tom How to Listen: Subscribe on Youtube Listen on Spotify
