
Do you feel your 401K is a good investment? D you feel you have control of your money stored there? Do you honestly know how it actually works... Or do you simply contribute because everybody else does?...Listen in as Phil and Hari break down the true concepts of a 401K and a new perspective of how to look at its performance. Financial institutions push these products for their own benefit. Learn how you can maximize your own account by understanding these simple concepts.Download the 401K booklet mentioned - http://www.philbodine.com/401k==================================================Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.DISCLAIMER: *This video is for entertainment purposes only and is not financial or legal advice.#wholelifeinsurance #lifeinsurance #lifeinsurancepolicy #infintebanking #overfundedlifeinsurance
Aug 30, 2022
21 min

The Millionaire Next Door is one of the most well-known financial books that’s ever been written. It’s sold millions of copies and is on every list when you Google “best personal finance books.” Despite its acclaim, I had a deeper reaction the first time I read it.But here’s the thing: some people love The Millionaire Next Door. They love saving money, putting it into the bank, and watching it grow.In this episode, join Hari Luker talks about how the rich have a different mindset and where they get their advice from.Learn if the Wealth In Overdrive Strategy is right for you - Schedule your FREE Wealth in Overdrive Discovery Call: https://wealthinoverdrive.com/wealth-assessment/==================================================Wealth In Overdrive powered by Verdeo FinancialConnect with a Wealth In Overdrive specialist - https://wealthinoverdrive.com/wealth-assessmentSubscribe to the Wealth In Overdrive Podcast - https://wealthinoverdrive.com/podcast/ Website: https://wealthinoverdrive.com/======================Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.DISCLAIMER: *This video is for entertainment purposes only and is not financial or legal advice.#wholelifeinsurance #lifeinsurance #lifeinsurancepolicy #infintebanking #overfundedlifeinsurance
Jul 8, 2022
12 min

In the world of personal finance and financial advice. We have a new wave of financial experts given anybody can jump on social media and share their opinion. Due to this. You as the consumer need to be able to tell the difference between Good Financial Advice and Sounds Good Financial Advice. In this episode, join Hari Luker as he breaks down the basic concepts and what to listen ut for versus what you should run away from... Or simply just sit back and be entertained by the interwebs,Learn if the Wealth In Overdrive Strategy is right for you - Schedule your FREE Wealth in Overdrive Discovery Call: https://wealthinoverdrive.com/wealth-assessment/==================================================Wealth In Overdrive powered by Verdeo FinancialConnect with a Wealth In Overdrive specialist - https://wealthinoverdrive.com/wealth-assessmentSubscribe to the Wealth In Overdrive Podcast - https://wealthinoverdrive.com/podcast/ Website: https://wealthinoverdrive.com/======================Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.DISCLAIMER: *This video is for entertainment purposes only and is not financial or legal advice.#wholelifeinsurance #lifeinsurance #lifeinsurancepolicy #infintebanking #overfundedlifeinsurance
Jul 6, 2022
26 min

What are the first words you think of when it comes to life insurance? Most will say death, cost, scam... The list goes on!However many say these reasons are due to misinformation, bad experiences, or lack of understanding and interest.In this educational episode, Phil Bodines breaks down the top 10 reasons why people don't/won't buy properly structured life insurance.He breaks down the myths, misconceptions, concerns and facts and you will walk away either confirming what you already know. Or absolutely shocked at how misinformed you were...So if what you thought you knew about life insurance wasn't true... When would you want to know about it?Resources mentioned in the podcast:Https://www.philbodine.com/quizhttps://www.philbodine.com/resources/lesson-on-life-insuranceThis material is for informational purposes only. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sowell Management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation
Jun 6, 2022
50 min

Andrew Updyke CFA, MBA joins us today representing Westbusys economic team. Andrew and Westbury have been quoted by Bloomberg for many years as the countries leading economic resource. Also recommended by most financial advisors in the country as the most read and most shared economic content.Andrew shares his insight as we have clients coming to us daily with concerns about the current economic situation as we see violence and volatility in the marketsPhil Bodine interviews Andrew and they discuss market volatility and the state of the country's national debt. Areas to be concerned and areas that are being blown out of proportion with no need for concern. Some will surprise you!Take the financial IQ test - Https://www.philbodine.com/quizConnect with us:https://www.philbodine.comhttps://www.linkedin.com/in/hariluker/https://www.linkedin.com/in/philbodine/
May 27, 2022
22 min

Financial Institutions want you to feel they have your best interests at heart. They push financial products to us all day long with the support of government-sponsored plans well.Your host today Hari Luker breaks down how to take typical financial products and help support them with a secured strategy to help generate more wealth for you and your family.Go To https://www.philbodine.com/401K to learn more about the concepts we stand behind to help grow your wealth instead of always chasing a rate of returnLeave some feedback:What should we talk about next? Please let us know in the comments below.Did you enjoy this episode, If so, please leave us a short review.Listen to us on your favorite platform - https://www.buzzsprout.com/1929129Discover more about what we do: Philbodine.comThis material is for informational purposes only. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sowell Management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
May 6, 2022
22 min

When talking about life insurance you know 2 types. Term insurance and Whole life insurance or Permanent Insurance. But did whoever you purchased your policy from demonstrate the benefits of the 3rd option? Listen in as your host Hari Luker talks about the 3rd option and how it can be the exact option you may have been looking for at the time and how it can lock in benefits for the future. Go To https://www.philbodine.com/401K to learn more about the concepts we stand behind to help grow your wealth instead of always chasing a rate of returnLeave some feedback:What should we talk about next? Please let us know in the comments below.Did you enjoy this episode, If so, please leave us a short review.Listen to us on your favorite platform - https://www.buzzsprout.com/1929129Discover more about what we do: Philbodine.comThis material is for informational purposes only. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sowell Management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
May 5, 2022
13 min

Most people think of monthly premiums when thinking of the "cost" of life insurance. That's only one of the 3... And it's the cheapest cost. Discover the other 2 and a new way how to calculate how much life insurance you should get with 1 very simple equation.Go To https://www.philbodine.com/401K to learn more about the concepts we stand behind to help grow your wealth instead of always chasing a rate of returnLeave some feedback:What should we talk about next? Please let us know in the comments below.Did you enjoy this episode, If so, please leave us a short review.Listen to us on your favorite platform - https://www.buzzsprout.com/1929129Discover more about what we do: Philbodine.comThis material is for informational purposes only. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sowell Management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
May 5, 2022
9 min

In episode #6 Hari and Phil run through the 9 Core Principles for Financial SuccessIf you've ever wanted the road map of what it takes to reach financial success. Then this episode will over-deliver. Listen in as Phil breaks down the 9 core principles to financial success he has seen proven time and time again through his 30-year career in the industry.Go To https://www.philbodine.com/401K to learn more about the concepts mentioned in today's episode.Leave some feedback:What should we talk about next? Please let us know in the comments below.Did you enjoy this episode, If so, please leave us a short review.Connect with us:Philbodine.comThis material is for informational purposes only. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sowell Management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Mar 30, 2022
18 min

In episode #7 Hari and Phil break down the question - What builds more wealth?Taking more riskGetting a higher rate of returnDecreasing the costs to build wealthIf you ever want to stump your accountant. This will do it. Sit back and listen as your hosts use simple math to show you what it really takes to build more wealthGo To https://www.philbodine.com/401K to learn more about the concepts mentioned in today's episode.Leave some feedback:What should we talk about next? Please let us know in the comments below.Did you enjoy this episode, If so, please leave us a short review.Connect with us:Philbodine.comThis material is for informational purposes only. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sowell Management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Mar 30, 2022
11 min
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